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TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:LENDINGTREE, INC.
Employer identification number (EIN):251795344
NAIC Classification:522291
NAIC Description:Consumer Lending

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRIAN BECKSTEIN BRIAN BECKSTEIN2018-07-31
0012016-01-01COLLEEN FORNESS COLLEEN FORNESS2017-10-16
0012015-01-01COLLEEN FORNESS COLLEEN FORNESS2017-01-31
0012015-01-01COLLEEN FORNESS COLLEEN FORNESS2016-10-14
0012014-01-01COLLEEN FORNESS COLLEEN FORNESS2015-10-13
0012013-01-01COLLEEN FORNESS COLLEEN FORNESS2014-10-15
0012012-01-01COLLEEN FORNESS
0012011-01-01COLLEEN FORNESS
0012010-01-01COLLEEN FORNESS
0012009-01-01KATHY FRITZSCHE

Plan Statistics for TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,730
Total number of active participants reported on line 7a of the Form 55002022-01-011,169
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01460
Total of all active and inactive participants2022-01-011,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,629
Number of participants with account balances2022-01-011,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01379
2021: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,527
Total number of active participants reported on line 7a of the Form 55002021-01-011,355
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01374
Total of all active and inactive participants2021-01-011,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,730
Number of participants with account balances2021-01-011,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01322
2020: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,370
Total number of active participants reported on line 7a of the Form 55002020-01-011,232
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01282
Total of all active and inactive participants2020-01-011,514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,515
Number of participants with account balances2020-01-011,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01190
2019: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,165
Total number of active participants reported on line 7a of the Form 55002019-01-011,111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01256
Total of all active and inactive participants2019-01-011,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,368
Number of participants with account balances2019-01-011,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01217
2018: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01752
Total number of active participants reported on line 7a of the Form 55002018-01-01923
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01229
Total of all active and inactive participants2018-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,152
Number of participants with account balances2018-01-011,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01121
2017: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01607
Total number of active participants reported on line 7a of the Form 55002017-01-01540
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01201
Total of all active and inactive participants2017-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01741
Number of participants with account balances2017-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0178
2016: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01506
Total number of active participants reported on line 7a of the Form 55002016-01-01434
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01177
Total of all active and inactive participants2016-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01611
Number of participants with account balances2016-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01639
Total number of active participants reported on line 7a of the Form 55002015-01-01316
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01190
Total of all active and inactive participants2015-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01506
Number of participants with account balances2015-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01668
Total number of active participants reported on line 7a of the Form 55002014-01-01429
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01210
Total of all active and inactive participants2014-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01639
Number of participants with account balances2014-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0129
2013: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01827
Total number of active participants reported on line 7a of the Form 55002013-01-01402
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01267
Total of all active and inactive participants2013-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01669
Number of participants with account balances2013-01-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,184
Total number of active participants reported on line 7a of the Form 55002012-01-01156
Number of other retired or separated participants entitled to future benefits2012-01-01379
Total of all active and inactive participants2012-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01537
Number of participants with account balances2012-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0192
2011: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,069
Total number of active participants reported on line 7a of the Form 55002011-01-01828
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01356
Total of all active and inactive participants2011-01-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,184
Number of participants with account balances2011-01-011,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,046
Total number of active participants reported on line 7a of the Form 55002010-01-01780
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01289
Total of all active and inactive participants2010-01-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,069
Number of participants with account balances2010-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01105
2009: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01800
Total number of active participants reported on line 7a of the Form 55002009-01-01709
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01337
Total of all active and inactive participants2009-01-011,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,046
Number of participants with account balances2009-01-01887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01103

Financial Data on TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,504,594
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,732,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,522,507
Value of total corrective distributions2022-12-31$10,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,970,546
Value of total assets at end of year2022-12-31$76,753,009
Value of total assets at beginning of year2022-12-31$87,990,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$199,756
Total interest from all sources2022-12-31$80,304
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$913,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$913,246
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,598,521
Participant contributions at end of year2022-12-31$847,148
Participant contributions at beginning of year2022-12-31$799,993
Participant contributions at beginning of year2022-12-31$364
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,434,068
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,791,084
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,540,746
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$671
Other income not declared elsewhere2022-12-31$-1,064,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,237,198
Value of net assets at end of year (total assets less liabilities)2022-12-31$76,753,009
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$87,990,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$39,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$71,440,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$81,856,620
Interest on participant loans2022-12-31$37,945
Interest earned on other investments2022-12-31$42,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,031,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,542,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,404,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,831,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,521,836
Contract administrator fees2022-12-31$160,050
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANDERS CPA + ADVISORS
Accountancy firm EIN2022-12-31262414818
2021 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$28,703,141
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,235,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,904,957
Expenses. Certain deemed distributions of participant loans2021-12-31$10
Value of total corrective distributions2021-12-31$94,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,510,227
Value of total assets at end of year2021-12-31$87,990,207
Value of total assets at beginning of year2021-12-31$66,522,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$236,732
Total interest from all sources2021-12-31$73,929
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,401,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,401,615
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,570,690
Participant contributions at end of year2021-12-31$799,993
Participant contributions at beginning of year2021-12-31$692,164
Participant contributions at end of year2021-12-31$364
Participant contributions at beginning of year2021-12-31$184,830
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,791,084
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,768,478
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,127,627
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$718
Other income not declared elsewhere2021-12-31$557,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$21,467,418
Value of net assets at end of year (total assets less liabilities)2021-12-31$87,990,207
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$66,522,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$39,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$81,856,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$61,162,369
Interest on participant loans2021-12-31$34,801
Interest earned on other investments2021-12-31$39,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,542,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,651,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,159,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,811,910
Employer contributions (assets) at beginning of year2021-12-31$63,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,904,239
Contract administrator fees2021-12-31$196,765
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANDERS CPAS + ADVISORS
Accountancy firm EIN2021-12-31262414818
2020 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$21,756,182
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,891,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,539,825
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$172,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,646,059
Value of total assets at end of year2020-12-31$66,522,789
Value of total assets at beginning of year2020-12-31$48,658,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$179,039
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$65,774
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$669,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$669,678
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$7,878,893
Participant contributions at end of year2020-12-31$692,164
Participant contributions at beginning of year2020-12-31$298,513
Participant contributions at end of year2020-12-31$184,830
Participant contributions at beginning of year2020-12-31$284,609
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,768,478
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$921,430
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,403,500
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$423,793
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$17,864,576
Value of net assets at end of year (total assets less liabilities)2020-12-31$66,522,789
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$48,658,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$40,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$61,162,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$45,644,662
Interest on participant loans2020-12-31$24,973
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$40,801
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,651,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,411,690
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,950,878
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,363,666
Employer contributions (assets) at end of year2020-12-31$63,475
Employer contributions (assets) at beginning of year2020-12-31$97,309
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,539,825
Contract administrator fees2020-12-31$138,958
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ELLIOT DAVIS, LLC
Accountancy firm EIN2020-12-31025179534
2019 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$5,280
Total transfer of assets to this plan2019-12-31$5,280
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$20,854,915
Total income from all sources (including contributions)2019-12-31$20,854,915
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,697,355
Total of all expenses incurred2019-12-31$4,697,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,520,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,520,377
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$11,583
Value of total corrective distributions2019-12-31$11,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,016,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,016,020
Value of total assets at end of year2019-12-31$48,658,213
Value of total assets at end of year2019-12-31$48,658,213
Value of total assets at beginning of year2019-12-31$32,495,373
Value of total assets at beginning of year2019-12-31$32,495,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$165,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$165,395
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$39,452
Total interest from all sources2019-12-31$39,452
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$642,978
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$642,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$642,978
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$642,978
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$6,754,827
Contributions received from participants2019-12-31$6,754,827
Participant contributions at end of year2019-12-31$298,513
Participant contributions at end of year2019-12-31$298,513
Participant contributions at beginning of year2019-12-31$224,398
Participant contributions at beginning of year2019-12-31$224,398
Participant contributions at end of year2019-12-31$284,609
Participant contributions at end of year2019-12-31$284,609
Participant contributions at beginning of year2019-12-31$181,496
Participant contributions at beginning of year2019-12-31$181,496
Assets. Other investments not covered elsewhere at end of year2019-12-31$921,430
Assets. Other investments not covered elsewhere at end of year2019-12-31$921,430
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$661,629
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$661,629
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,281,189
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,281,189
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$882
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$882
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$313,268
Other income not declared elsewhere2019-12-31$313,268
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,157,560
Value of net income/loss2019-12-31$16,157,560
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,658,213
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,658,213
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,495,373
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,495,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$39,975
Investment advisory and management fees2019-12-31$39,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$45,644,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$45,644,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,802,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,802,061
Interest on participant loans2019-12-31$14,824
Interest on participant loans2019-12-31$14,824
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$24,628
Interest earned on other investments2019-12-31$24,628
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,411,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,411,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,563,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,563,375
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,843,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,843,197
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,980,004
Contributions received in cash from employer2019-12-31$1,980,004
Employer contributions (assets) at end of year2019-12-31$97,309
Employer contributions (assets) at beginning of year2019-12-31$62,414
Employer contributions (assets) at beginning of year2019-12-31$62,414
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,519,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,519,495
Contract administrator fees2019-12-31$125,420
Contract administrator fees2019-12-31$125,420
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ELLIOT DAVIS
Accountancy firm name2019-12-31ELLIOT DAVIS
Accountancy firm EIN2019-12-31025179534
Accountancy firm EIN2019-12-31025179534
2018 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$236,645
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$5,475,567
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,129,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,996,012
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,891,688
Value of total assets at end of year2018-12-31$32,495,373
Value of total assets at beginning of year2018-12-31$28,912,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$133,275
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$32,552
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$513,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$513,339
Administrative expenses professional fees incurred2018-12-31$5,290
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$4,418,148
Participant contributions at end of year2018-12-31$224,398
Participant contributions at beginning of year2018-12-31$123,652
Participant contributions at end of year2018-12-31$181,496
Participant contributions at beginning of year2018-12-31$99,735
Assets. Other investments not covered elsewhere at end of year2018-12-31$661,629
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$607,260
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,082,552
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$172,252
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,346,280
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,495,373
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,912,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$39,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,802,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,763,408
Interest on participant loans2018-12-31$9,584
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$22,968
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,563,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,284,413
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,134,264
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,390,988
Employer contributions (assets) at end of year2018-12-31$62,414
Employer contributions (assets) at beginning of year2018-12-31$33,980
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,996,012
Contract administrator fees2018-12-31$88,062
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ELLIOT DAVIS
Accountancy firm EIN2018-12-31025179534
2017 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,867,188
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,845,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,793,473
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,262,830
Value of total assets at end of year2017-12-31$28,912,448
Value of total assets at beginning of year2017-12-31$21,890,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,820
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$24,228
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$330,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$330,504
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$3,021,470
Participant contributions at end of year2017-12-31$123,652
Participant contributions at beginning of year2017-12-31$215,778
Participant contributions at end of year2017-12-31$99,735
Participant contributions at beginning of year2017-12-31$63,266
Assets. Other investments not covered elsewhere at end of year2017-12-31$607,260
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$434,174
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$358,964
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$3,247
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$138,832
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$7,021,895
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,912,448
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,890,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,763,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,904,669
Interest on participant loans2017-12-31$6,376
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$17,852
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,284,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,250,943
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,110,794
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$882,396
Employer contributions (assets) at end of year2017-12-31$33,980
Employer contributions (assets) at beginning of year2017-12-31$21,723
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,790,226
Contract administrator fees2017-12-31$51,820
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ELLIOT DAVIS, PLLC
Accountancy firm EIN2017-12-31570381582
2016 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,639,045
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,212,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,199,691
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$4,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,209,280
Value of total assets at end of year2016-12-31$21,890,553
Value of total assets at beginning of year2016-12-31$17,463,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,388
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$24,472
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$266,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$266,899
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$2,336,590
Participant contributions at end of year2016-12-31$215,778
Participant contributions at beginning of year2016-12-31$195,126
Participant contributions at end of year2016-12-31$63,266
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$434,174
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$254,391
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,114,833
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$37,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$31,965
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$4,426,673
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,890,553
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,463,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,904,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,651,288
Interest on participant loans2016-12-31$6,663
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$17,809
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,250,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,363,075
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,106,429
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$757,857
Employer contributions (assets) at end of year2016-12-31$21,723
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,162,074
Contract administrator fees2016-12-31$8,388
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ELLIOTT DAVIS DECOSIMO, PLLC
Accountancy firm EIN2016-12-31570381582
2015 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,708,099
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,871,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,850,663
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,663,039
Value of total assets at end of year2015-12-31$17,463,880
Value of total assets at beginning of year2015-12-31$17,627,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,568
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$28,096
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$207,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$207,228
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$1,705,187
Participant contributions at end of year2015-12-31$195,126
Participant contributions at beginning of year2015-12-31$220,465
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$254,391
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$446,206
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$1,165
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-163,132
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,463,880
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,627,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,651,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,833,492
Interest on participant loans2015-12-31$7,641
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$20,455
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,363,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,519,714
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-191,429
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$511,646
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,850,663
Contract administrator fees2015-12-31$20,568
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$53,210
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLIOTT DAVIS, PLLC
Accountancy firm EIN2015-12-31570381582
2014 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,004
Total unrealized appreciation/depreciation of assets2014-12-31$5,004
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,901,666
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,743,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,725,338
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,801,489
Value of total assets at end of year2014-12-31$17,627,012
Value of total assets at beginning of year2014-12-31$17,469,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,502
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$24,573
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$233,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$233,166
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$1,319,312
Participant contributions at end of year2014-12-31$220,465
Participant contributions at beginning of year2014-12-31$178,121
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$95,509
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$17
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-686
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$157,826
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,627,012
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,469,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,833,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,461,520
Interest on participant loans2014-12-31$7,884
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$16,689
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$1,759,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,519,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$28,658
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$848,868
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$-11,443
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$386,668
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$41,278
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,725,321
Contract administrator fees2014-12-31$18,502
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$53,210
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ELLIOTT DAVIS DECOSIMO
Accountancy firm EIN2014-12-31570381582
2013 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$278,484
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,985,576
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,874,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,729,730
Expenses. Certain deemed distributions of participant loans2013-12-31$100,086
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,516,481
Value of total assets at end of year2013-12-31$17,469,186
Value of total assets at beginning of year2013-12-31$19,636,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,378
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$9,356
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$650,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$650,164
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$1,061,982
Participant contributions at end of year2013-12-31$178,121
Participant contributions at beginning of year2013-12-31$302,521
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$323,326
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$191,728
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$278,484
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$3,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$-1,888,618
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,469,186
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,357,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$20,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,461,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,356,298
Interest on participant loans2013-12-31$9,356
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$1,759,609
Value of interest in common/collective trusts at beginning of year2013-12-31$2,650,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$28,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,797,595
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$11,980
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$262,771
Employer contributions (assets) at end of year2013-12-31$41,278
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,729,730
Contract administrator fees2013-12-31$24,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ELLIOTT DAVIS, PLLC
Accountancy firm EIN2013-12-31570381582
2012 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$278,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,960,497
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,610,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,552,920
Expenses. Certain deemed distributions of participant loans2012-12-31$4,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,203,949
Value of total assets at end of year2012-12-31$19,636,288
Value of total assets at beginning of year2012-12-31$25,007,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$53,270
Total interest from all sources2012-12-31$15,978
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$443,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$443,968
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,071,950
Participant contributions at end of year2012-12-31$302,521
Participant contributions at beginning of year2012-12-31$749,841
Participant contributions at beginning of year2012-12-31$118,082
Assets. Other investments not covered elsewhere at end of year2012-12-31$323,326
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$426,580
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$312,702
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$278,484
Other income not declared elsewhere2012-12-31$-87,602
Administrative expenses (other) incurred2012-12-31$27,020
Total non interest bearing cash at end of year2012-12-31$3,913
Total non interest bearing cash at beginning of year2012-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-5,649,693
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,357,804
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,007,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$26,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,356,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,491,881
Interest on participant loans2012-12-31$15,978
Value of interest in common/collective trusts at end of year2012-12-31$2,650,230
Value of interest in common/collective trusts at beginning of year2012-12-31$3,214,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,242,917
Net investment gain or loss from common/collective trusts2012-12-31$141,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$819,297
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,552,920
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,376,450
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,602,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,521,601
Value of total corrective distributions2011-12-31$127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,167,922
Value of total assets at end of year2011-12-31$25,007,497
Value of total assets at beginning of year2011-12-31$25,233,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$80,871
Total interest from all sources2011-12-31$28,526
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$620,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$620,626
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,901,168
Participant contributions at end of year2011-12-31$749,841
Participant contributions at beginning of year2011-12-31$719,585
Participant contributions at end of year2011-12-31$118,082
Participant contributions at beginning of year2011-12-31$56,368
Assets. Other investments not covered elsewhere at end of year2011-12-31$426,580
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$310,282
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$841,439
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,113
Other income not declared elsewhere2011-12-31$-87,229
Administrative expenses (other) incurred2011-12-31$45,871
Total non interest bearing cash at end of year2011-12-31$27
Total non interest bearing cash at beginning of year2011-12-31$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-226,149
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,007,497
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,233,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,491,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,037,516
Interest on participant loans2011-12-31$28,526
Value of interest in common/collective trusts at end of year2011-12-31$3,214,452
Value of interest in common/collective trusts at beginning of year2011-12-31$3,098,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,414,903
Net investment gain or loss from common/collective trusts2011-12-31$61,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$425,315
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$40
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,521,601
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,713,189
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,585,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,449,603
Value of total corrective distributions2010-12-31$67,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,667,738
Value of total assets at end of year2010-12-31$25,233,646
Value of total assets at beginning of year2010-12-31$24,105,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$68,252
Total interest from all sources2010-12-31$34,511
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$346,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$346,405
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,723,064
Participant contributions at end of year2010-12-31$719,585
Participant contributions at beginning of year2010-12-31$633,890
Participant contributions at end of year2010-12-31$56,368
Participant contributions at beginning of year2010-12-31$16,108
Assets. Other investments not covered elsewhere at end of year2010-12-31$310,282
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$89,104
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,790
Other income not declared elsewhere2010-12-31$27,598
Administrative expenses (other) incurred2010-12-31$42,002
Total non interest bearing cash at end of year2010-12-31$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,127,905
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,233,646
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,105,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$26,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$21,037,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,227,135
Interest on participant loans2010-12-31$34,511
Value of interest in common/collective trusts at end of year2010-12-31$3,098,685
Value of interest in common/collective trusts at beginning of year2010-12-31$3,217,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,508,430
Net investment gain or loss from common/collective trusts2010-12-31$128,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$855,570
Employer contributions (assets) at end of year2010-12-31$40
Employer contributions (assets) at beginning of year2010-12-31$6,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,449,603
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN

2022: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TREE.COM, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1629
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1730
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1515
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1368
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1152
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered741
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,126
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1126
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered506
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $760
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees760
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered639
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees14
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2013-07-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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