SPREEDLY INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SPREEDLY INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : SPREEDLY INC. 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,636,955 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $837,430 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $789,442 |
| Value of total corrective distributions | 2023-12-31 | $252 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,255,684 |
| Value of total assets at end of year | 2023-12-31 | $8,904,632 |
| Value of total assets at beginning of year | 2023-12-31 | $6,105,107 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $47,736 |
| Total interest from all sources | 2023-12-31 | $1,135 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $183,112 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $183,112 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,578,856 |
| Participant contributions at end of year | 2023-12-31 | $16,878 |
| Participant contributions at beginning of year | 2023-12-31 | $1,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $111,963 |
| Administrative expenses (other) incurred | 2023-12-31 | $300 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $2,799,525 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $8,904,632 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,105,107 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $8,870,795 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $6,087,495 |
| Interest on participant loans | 2023-12-31 | $808 |
| Interest earned on other investments | 2023-12-31 | $327 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $16,959 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $16,612 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,197,024 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $564,865 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $789,442 |
| Contract administrator fees | 2023-12-31 | $47,436 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | HUGHES, PITTMAN & GUPTON, LLP |
| Accountancy firm EIN | 2023-12-31 | 561415202 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $3,636,955 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $837,430 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $789,442 |
| Value of total corrective distributions | 2023-01-01 | $252 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $2,255,684 |
| Value of total assets at end of year | 2023-01-01 | $8,904,632 |
| Value of total assets at beginning of year | 2023-01-01 | $6,105,107 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $47,736 |
| Total interest from all sources | 2023-01-01 | $1,135 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $183,112 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $183,112 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,578,856 |
| Participant contributions at end of year | 2023-01-01 | $16,878 |
| Participant contributions at beginning of year | 2023-01-01 | $1,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $111,963 |
| Administrative expenses (other) incurred | 2023-01-01 | $300 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $2,799,525 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $8,904,632 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $6,105,107 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $8,870,795 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $6,087,495 |
| Interest on participant loans | 2023-01-01 | $808 |
| Interest earned on other investments | 2023-01-01 | $327 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $16,959 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $16,612 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,197,024 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $564,865 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $789,442 |
| Contract administrator fees | 2023-01-01 | $47,436 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | HUGHES, PITTMAN & GUPTON, LLP |
| Accountancy firm EIN | 2023-01-01 | 561415202 |
| 2022 : SPREEDLY INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $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 | $1,402,259 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $752,848 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $716,511 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,427,916 |
| Value of total assets at end of year | 2022-12-31 | $6,105,107 |
| Value of total assets at beginning of year | 2022-12-31 | $5,455,696 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $36,337 |
| Total interest from all sources | 2022-12-31 | $312 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $121,977 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $121,977 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,474,479 |
| Participant contributions at end of year | 2022-12-31 | $1,000 |
| Participant contributions at beginning of year | 2022-12-31 | $3,177 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $307,798 |
| Other income not declared elsewhere | 2022-12-31 | $5 |
| Administrative expenses (other) incurred | 2022-12-31 | $36,337 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $649,411 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,105,107 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,455,696 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,087,495 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,438,687 |
| Interest on participant loans | 2022-12-31 | $192 |
| Interest earned on other investments | 2022-12-31 | $120 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $16,612 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $13,832 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,147,951 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $645,639 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $716,511 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | HUGHES, PITTMAN & GUPTON, LLP |
| Accountancy firm EIN | 2022-12-31 | 561415202 |
| Total expenses incurred by plan in this plan year | 2022-08-17 | 731485 |
| Net assets as of the end of the plan year | 2022-08-17 | 5455697 |
| Total assets as of the beginning of the plan year | 2022-08-17 | 3613743 |
| Value of plan covered by a fidelity bond | 2022-08-17 | 30000 |
| Participant contributions to plan in this plan year | 2022-08-17 | 1291948 |
| Value of participant loans at end of plan year | 2022-08-17 | 3177 |
| Other contributions to plan in this plan year | 2022-08-17 | 106583 |
| Other income to plan in this plan year | 2022-08-17 | 693565 |
| Plan net income in this plan year | 2022-08-17 | 1841954 |
| Net assets as of the end of the plan year | 2022-08-17 | 5455697 |
| Net assets as of the beginning of the plan year | 2022-08-17 | 3613743 |
| Employer contributions to plan in this plan year | 2022-08-17 | 481343 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-17 | 24050 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $1,402,259 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $752,848 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $716,511 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,427,916 |
| Value of total assets at end of year | 2022-01-01 | $6,105,107 |
| Value of total assets at beginning of year | 2022-01-01 | $5,455,696 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $36,337 |
| Total interest from all sources | 2022-01-01 | $312 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $121,977 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $121,977 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,474,479 |
| Participant contributions at end of year | 2022-01-01 | $1,000 |
| Participant contributions at beginning of year | 2022-01-01 | $3,177 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $307,798 |
| Other income not declared elsewhere | 2022-01-01 | $5 |
| Administrative expenses (other) incurred | 2022-01-01 | $36,337 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $649,411 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $6,105,107 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $5,455,696 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $6,087,495 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $5,438,687 |
| Interest on participant loans | 2022-01-01 | $192 |
| Interest earned on other investments | 2022-01-01 | $120 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $16,612 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $13,832 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,147,951 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-1,025,974 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $645,639 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $716,511 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | HUGHES, PITTMAN & GUPTON, LLP |
| Accountancy firm EIN | 2022-01-01 | 561415202 |
