401k Plan data: 403B PLAN OF TASKS UNLIMITED,INC. plan

403B PLAN OF TASKS UNLIMITED,INC. 401k Plan overview

Plan Name	403B PLAN OF TASKS UNLIMITED,INC.
Plan identification number	002

403B PLAN OF TASKS UNLIMITED,INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

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

Company Name: TASKS UNLIMITED,INC.

Employer identification number (EIN): 237087205

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B PLAN OF TASKS UNLIMITED,INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KAREN JOHNSTON 2023-10-11
002 2021-01-01 KAREN JOHNSTON 2022-10-16
002 2020-01-01 KAREN JOHNSTON 2021-10-14
002 2019-01-01 KAREN JOHNSTON 2020-10-08
002 2018-01-01 KAREN JOHNSTON 2019-10-10
002 2017-01-01
002 2016-01-01
002 2015-01-01 KRIS ROEGIERS 2016-10-13
002 2014-01-01 KAREN JOHNSTON 2015-10-05
002 2013-01-01 KAREN JOHNSTON 2014-10-13 KAREN JOHNSTON 2014-10-13
002 2012-01-01 KAREN JOHNSTON 2013-10-09 KAREN JOHNSTON 2013-10-09
002 2011-01-01 KAREN JOHNSTON 2012-10-11 KAREN JOHNSTON 2012-10-11
002 2010-01-01 HEATHER SIMON 2011-10-14 HEATHER SIMON 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	KAREN JOHNSTON	2023-10-11
002	2021-01-01	KAREN JOHNSTON	2022-10-16
002	2020-01-01	KAREN JOHNSTON	2021-10-14
002	2019-01-01	KAREN JOHNSTON	2020-10-08
002	2018-01-01	KAREN JOHNSTON	2019-10-10
002	2017-01-01
002	2016-01-01
002	2015-01-01	KRIS ROEGIERS	2016-10-13
002	2014-01-01	KAREN JOHNSTON	2015-10-05
002	2013-01-01	KAREN JOHNSTON	2014-10-13	KAREN JOHNSTON	2014-10-13
002	2012-01-01	KAREN JOHNSTON	2013-10-09	KAREN JOHNSTON	2013-10-09
002	2011-01-01	KAREN JOHNSTON	2012-10-11	KAREN JOHNSTON	2012-10-11
002	2010-01-01	HEATHER SIMON	2011-10-14	HEATHER SIMON	2011-10-14

Plan Statistics for 403B PLAN OF TASKS UNLIMITED,INC.

401k plan membership statisitcs for 403B PLAN OF TASKS UNLIMITED,INC.

Measure Date Value
2022: 403B PLAN OF TASKS UNLIMITED,INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 89
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 80
Total of all active and inactive participants 2022-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 172
Number of participants with account balances 2022-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: 403B PLAN OF TASKS UNLIMITED,INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 74
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 77
Total of all active and inactive participants 2021-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 161
Number of participants with account balances 2021-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: 403B PLAN OF TASKS UNLIMITED,INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 75
Number of retired or separated participants receiving benefits 2020-01-01 9
Number of other retired or separated participants entitled to future benefits 2020-01-01 75
Total of all active and inactive participants 2020-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 159
Number of participants with account balances 2020-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: 403B PLAN OF TASKS UNLIMITED,INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 77
Number of retired or separated participants receiving benefits 2019-01-01 9
Number of other retired or separated participants entitled to future benefits 2019-01-01 68
Total of all active and inactive participants 2019-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 154
Number of participants with account balances 2019-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: 403B PLAN OF TASKS UNLIMITED,INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 65
Number of retired or separated participants receiving benefits 2018-01-01 9
Number of other retired or separated participants entitled to future benefits 2018-01-01 69
Total of all active and inactive participants 2018-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 144
Number of participants with account balances 2018-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: 403B PLAN OF TASKS UNLIMITED,INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 63
Number of retired or separated participants receiving benefits 2017-01-01 9
Number of other retired or separated participants entitled to future benefits 2017-01-01 56
Total of all active and inactive participants 2017-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 128
Number of participants with account balances 2017-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: 403B PLAN OF TASKS UNLIMITED,INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	89
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	80
Total of all active and inactive participants	2022-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	172
Number of participants with account balances	2022-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: 403B PLAN OF TASKS UNLIMITED,INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	74
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	77
Total of all active and inactive participants	2021-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	161
Number of participants with account balances	2021-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: 403B PLAN OF TASKS UNLIMITED,INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	75
Number of retired or separated participants receiving benefits	2020-01-01	9
Number of other retired or separated participants entitled to future benefits	2020-01-01	75
Total of all active and inactive participants	2020-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	159
Number of participants with account balances	2020-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: 403B PLAN OF TASKS UNLIMITED,INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	77
Number of retired or separated participants receiving benefits	2019-01-01	9
Number of other retired or separated participants entitled to future benefits	2019-01-01	68
Total of all active and inactive participants	2019-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	154
Number of participants with account balances	2019-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: 403B PLAN OF TASKS UNLIMITED,INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	65
Number of retired or separated participants receiving benefits	2018-01-01	9
Number of other retired or separated participants entitled to future benefits	2018-01-01	69
Total of all active and inactive participants	2018-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	144
Number of participants with account balances	2018-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: 403B PLAN OF TASKS UNLIMITED,INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	63
Number of retired or separated participants receiving benefits	2017-01-01	9
Number of other retired or separated participants entitled to future benefits	2017-01-01	56
Total of all active and inactive participants	2017-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	128
Number of participants with account balances	2017-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on 403B PLAN OF TASKS UNLIMITED,INC.

Measure	Date	Value
2022 : 403B PLAN OF TASKS UNLIMITED,INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,464
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	$-488,495
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$584,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$560,593
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-130
Value of total corrective distributions	2022-12-31	$522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$301,086
Value of total assets at end of year	2022-12-31	$3,848,851
Value of total assets at beginning of year	2022-12-31	$4,920,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,205
Total interest from all sources	2022-12-31	$3,209
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$64,472
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	$64,472
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$170,000
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	$149,323
Participant contributions at end of year	2022-12-31	$11,279
Participant contributions at beginning of year	2022-12-31	$19,453
Participant contributions at beginning of year	2022-12-31	$14,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$1,464
Other income not declared elsewhere	2022-12-31	$6,053
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	$-1,072,685
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,847,387
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,920,072
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	$2,822,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,703,548
Value of interest in pooled separate accounts at end of year	2022-12-31	$634,422
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$792,806
Interest on participant loans	2022-12-31	$851
Interest earned on other investments	2022-12-31	$2,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$378,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$376,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-700,501
Net investment gain/loss from pooled separate accounts	2022-12-31	$-162,814
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	$151,763
Employer contributions (assets) at end of year	2022-12-31	$2,626
Employer contributions (assets) at beginning of year	2022-12-31	$13,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$560,593
Contract administrator fees	2022-12-31	$23,205
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	Disclaimer
Accountancy firm name	2022-12-31	MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN	2022-12-31	411647057
2021 : 403B PLAN OF TASKS UNLIMITED,INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$927,225
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$804,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$770,877
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$287,142
Value of total assets at end of year	2021-12-31	$4,920,072
Value of total assets at beginning of year	2021-12-31	$4,797,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,027
Total interest from all sources	2021-12-31	$7,565
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$119,411
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	$119,411
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$170,000
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	$147,795
Participant contributions at end of year	2021-12-31	$19,453
Participant contributions at beginning of year	2021-12-31	$27,417
Participant contributions at end of year	2021-12-31	$14,399
Participant contributions at beginning of year	2021-12-31	$6,834
Other income not declared elsewhere	2021-12-31	$21
Administrative expenses (other) incurred	2021-12-31	$419
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	$122,926
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,920,072
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,797,146
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	$3,703,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,537,251
Value of interest in pooled separate accounts at end of year	2021-12-31	$792,806
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$692,608
Interest on participant loans	2021-12-31	$1,103
Interest earned on other investments	2021-12-31	$6,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$376,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$527,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$398,694
Net investment gain/loss from pooled separate accounts	2021-12-31	$114,392
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	Yes
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	$139,347
Employer contributions (assets) at end of year	2021-12-31	$13,147
Employer contributions (assets) at beginning of year	2021-12-31	$5,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$770,877
Contract administrator fees	2021-12-31	$31,608
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	Disclaimer
Accountancy firm name	2021-12-31	MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN	2021-12-31	411647057
2020 : 403B PLAN OF TASKS UNLIMITED,INC. 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	$875,022
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$177,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$122,217
Expenses. Certain deemed distributions of participant loans	2020-12-31	$27,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$300,426
Value of total assets at end of year	2020-12-31	$4,797,146
Value of total assets at beginning of year	2020-12-31	$4,100,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,617
Total interest from all sources	2020-12-31	$9,910
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$80,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$80,940
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$170,000
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	$165,749
Participant contributions at end of year	2020-12-31	$27,417
Participant contributions at beginning of year	2020-12-31	$52,425
Participant contributions at end of year	2020-12-31	$6,834
Participant contributions at beginning of year	2020-12-31	$4,607
Other income not declared elsewhere	2020-12-31	$199
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	$697,124
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,797,146
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,100,022
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	$3,537,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,142,424
Value of interest in pooled separate accounts at end of year	2020-12-31	$692,608
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$578,240
Interest on participant loans	2020-12-31	$1,858
Interest earned on other investments	2020-12-31	$8,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$527,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$318,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$357,985
Net investment gain/loss from pooled separate accounts	2020-12-31	$125,562
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	No
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	$134,677
Employer contributions (assets) at end of year	2020-12-31	$5,633
Employer contributions (assets) at beginning of year	2020-12-31	$3,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$122,217
Contract administrator fees	2020-12-31	$28,617
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN	2020-12-31	411647057
2019 : 403B PLAN OF TASKS UNLIMITED,INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,005,511
Total income from all sources (including contributions)	2019-12-31	$1,005,511
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	$229,811
Total of all expenses incurred	2019-12-31	$229,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$197,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$197,154
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,213
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$308,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$308,666
Value of total assets at end of year	2019-12-31	$4,100,022
Value of total assets at end of year	2019-12-31	$4,100,022
Value of total assets at beginning of year	2019-12-31	$3,324,322
Value of total assets at beginning of year	2019-12-31	$3,324,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,444
Total interest from all sources	2019-12-31	$7,894
Total interest from all sources	2019-12-31	$7,894
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$96,763
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$96,763
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	$96,763
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$96,763
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	$170,000
Value of fidelity bond cover	2019-12-31	$170,000
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	$172,168
Contributions received from participants	2019-12-31	$172,168
Participant contributions at end of year	2019-12-31	$52,425
Participant contributions at end of year	2019-12-31	$52,425
Participant contributions at beginning of year	2019-12-31	$57,685
Participant contributions at beginning of year	2019-12-31	$57,685
Participant contributions at end of year	2019-12-31	$4,607
Participant contributions at end of year	2019-12-31	$4,607
Participant contributions at beginning of year	2019-12-31	$4,581
Participant contributions at beginning of year	2019-12-31	$4,581
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,883
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,883
Other income not declared elsewhere	2019-12-31	$-16,467
Other income not declared elsewhere	2019-12-31	$-16,467
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	$775,700
Value of net income/loss	2019-12-31	$775,700
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,100,022
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,100,022
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,324,322
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,324,322
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	$3,142,424
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,142,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,440,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,440,242
Value of interest in pooled separate accounts at end of year	2019-12-31	$578,240
Value of interest in pooled separate accounts at end of year	2019-12-31	$578,240
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$489,581
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$489,581
Interest on participant loans	2019-12-31	$1,989
Interest on participant loans	2019-12-31	$1,989
Interest earned on other investments	2019-12-31	$5,905
Interest earned on other investments	2019-12-31	$5,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$318,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$318,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$328,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$328,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$490,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$490,138
Net investment gain/loss from pooled separate accounts	2019-12-31	$118,517
Net investment gain/loss from pooled separate accounts	2019-12-31	$118,517
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	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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$134,615
Contributions received in cash from employer	2019-12-31	$134,615
Employer contributions (assets) at end of year	2019-12-31	$3,565
Employer contributions (assets) at end of year	2019-12-31	$3,565
Employer contributions (assets) at beginning of year	2019-12-31	$3,581
Employer contributions (assets) at beginning of year	2019-12-31	$3,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$197,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$197,154
Contract administrator fees	2019-12-31	$28,444
Contract administrator fees	2019-12-31	$28,444
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	CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm name	2019-12-31	CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN	2019-12-31	411534805
Accountancy firm EIN	2019-12-31	411534805
2018 : 403B PLAN OF TASKS UNLIMITED,INC. 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	$84,447
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$301,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$275,479
Expenses. Certain deemed distributions of participant loans	2018-12-31	$357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$294,687
Value of total assets at end of year	2018-12-31	$3,324,322
Value of total assets at beginning of year	2018-12-31	$3,541,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$25,884
Total interest from all sources	2018-12-31	$4,975
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$79,335
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	$79,335
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$170,000
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	$161,521
Participant contributions at end of year	2018-12-31	$57,685
Participant contributions at beginning of year	2018-12-31	$24,717
Participant contributions at end of year	2018-12-31	$4,581
Participant contributions at beginning of year	2018-12-31	$2,765
Other income not declared elsewhere	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-217,273
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,324,322
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,541,595
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	$2,440,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,564,563
Value of interest in pooled separate accounts at end of year	2018-12-31	$489,581
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$616,221
Interest on participant loans	2018-12-31	$1,199
Interest earned on other investments	2018-12-31	$3,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$328,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$330,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-240,369
Net investment gain/loss from pooled separate accounts	2018-12-31	$-54,181
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	$133,166
Employer contributions (assets) at end of year	2018-12-31	$3,581
Employer contributions (assets) at beginning of year	2018-12-31	$2,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$275,479
Contract administrator fees	2018-12-31	$25,884
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	CARPENTER EVERT & ASSOCIATES, LTD.
Accountancy firm EIN	2018-12-31	411534805
2017 : 403B PLAN OF TASKS UNLIMITED,INC. 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	$760,354
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$120,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$92,131
Expenses. Certain deemed distributions of participant loans	2017-12-31	$4,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$272,816
Value of total assets at end of year	2017-12-31	$3,541,595
Value of total assets at beginning of year	2017-12-31	$2,901,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$24,148
Total interest from all sources	2017-12-31	$4,514
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$63,545
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	$63,545
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$170,000
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	$141,360
Participant contributions at end of year	2017-12-31	$24,717
Participant contributions at beginning of year	2017-12-31	$35,068
Participant contributions at end of year	2017-12-31	$2,765
Other income not declared elsewhere	2017-12-31	$-584
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	$639,951
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,541,595
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,901,644
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	$2,564,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,955,139
Value of interest in pooled separate accounts at end of year	2017-12-31	$616,221
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$560,027
Interest on participant loans	2017-12-31	$520
Interest earned on other investments	2017-12-31	$3,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$330,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$351,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$326,870
Net investment gain/loss from pooled separate accounts	2017-12-31	$93,193
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
Contributions received in cash from employer	2017-12-31	$131,456
Employer contributions (assets) at end of year	2017-12-31	$2,465
Employer contributions (assets) at beginning of year	2017-12-31	$30
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$92,131
Contract administrator fees	2017-12-31	$24,148
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	CARPENTER EVERT & ASSOCIATES LTD.
Accountancy firm EIN	2017-12-31	411534805

Form 5500 Responses for 403B PLAN OF TASKS UNLIMITED,INC.

2022: 403B PLAN OF TASKS UNLIMITED,INC. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: 403B PLAN OF TASKS UNLIMITED,INC. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: 403B PLAN OF TASKS UNLIMITED,INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: 403B PLAN OF TASKS UNLIMITED,INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: 403B PLAN OF TASKS UNLIMITED,INC. 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 403B PLAN OF TASKS UNLIMITED,INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

006154-B

Policy instance

Insurance contract or identification number	006154-B
Number of Individuals Covered	37
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

TUI-001

Policy instance

Insurance contract or identification number	TUI-001
Number of Individuals Covered	128
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

006154-B

Policy instance

Insurance contract or identification number	006154-B
Number of Individuals Covered	32
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

TUI-001

Policy instance

Insurance contract or identification number	TUI-001
Number of Individuals Covered	134
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

006154-B

Policy instance

Insurance contract or identification number	006154-B
Number of Individuals Covered	38
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

TUI-001

Policy instance

Insurance contract or identification number	TUI-001
Number of Individuals Covered	130
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

006154-B

Policy instance

Insurance contract or identification number	006154-B
Number of Individuals Covered	41
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

TUI-001

Policy instance

Insurance contract or identification number	TUI-001
Number of Individuals Covered	129
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

006154-B

Policy instance

Insurance contract or identification number	006154-B
Number of Individuals Covered	41
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

TUI-001

Policy instance

Insurance contract or identification number	TUI-001
Number of Individuals Covered	99
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

006154-B

Policy instance

Insurance contract or identification number	006154-B
Number of Individuals Covered	46
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

TUI-001

Policy instance

Insurance contract or identification number	TUI-001
Number of Individuals Covered	128
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	TASKS UNLIMITED,INC.
Employer identification number (EIN):	237087205
NAIC Classification:	624100
NAIC Description:	Individual and Family Services