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

ZIPWHIP, INC. 401(K) PLAN 401k Plan overview

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

ZIPWHIP, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

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

Company Name: ZIPWHIP, INC.

Employer identification number (EIN): 261110351

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BOB CHAMBERLAIN
001 2016-09-01 BILL KEARNS 2017-10-10

Plan Statistics for ZIPWHIP, INC. 401(K) PLAN

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

Measure Date Value
2022: ZIPWHIP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ZIPWHIP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 326
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 328
Number of participants with account balances 2021-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ZIPWHIP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 252
Number of retired or separated participants receiving benefits 2020-01-01 66
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 318
Number of participants with account balances 2020-01-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10
2019: ZIPWHIP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 241
Number of retired or separated participants receiving benefits 2019-01-01 50
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 291
Number of participants with account balances 2019-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: ZIPWHIP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 142
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 173
Number of participants with account balances 2018-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 32
2017: ZIPWHIP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 101
Number of retired or separated participants receiving benefits 2017-01-01 17
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 118
Number of participants with account balances 2017-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: ZIPWHIP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ZIPWHIP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	326
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	328
Number of participants with account balances	2021-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ZIPWHIP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	252
Number of retired or separated participants receiving benefits	2020-01-01	66
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	318
Number of participants with account balances	2020-01-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10
2019: ZIPWHIP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	241
Number of retired or separated participants receiving benefits	2019-01-01	50
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	291
Number of participants with account balances	2019-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: ZIPWHIP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	142
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	173
Number of participants with account balances	2018-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	32
2017: ZIPWHIP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	101
Number of retired or separated participants receiving benefits	2017-01-01	17
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	118
Number of participants with account balances	2017-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on ZIPWHIP, INC. 401(K) PLAN

Measure	Date	Value
2022 : ZIPWHIP, INC. 401(K) PLAN 2022 401k financial data
Total transfer of assets from this plan	2022-04-01	$13,164,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-04-01	$77,666
Total income from all sources (including contributions)	2022-04-01	$-1,011,788
Total of all expenses incurred	2022-04-01	$795,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-04-01	$774,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-04-01	$13,000
Value of total assets at end of year	2022-04-01	$0
Value of total assets at beginning of year	2022-04-01	$15,049,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-04-01	$21,073
Total interest from all sources	2022-04-01	$37
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-04-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-04-01	$0
Was this plan covered by a fidelity bond	2022-04-01	Yes
Value of fidelity bond cover	2022-04-01	$300,000
If this is an individual account plan, was there a blackout period	2022-04-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-04-01	No
Participant contributions at end of year	2022-04-01	$0
Participant contributions at beginning of year	2022-04-01	$45,557
Participant contributions at end of year	2022-04-01	$0
Participant contributions at beginning of year	2022-04-01	$118
Income. Received or receivable in cash from other sources (including rollovers)	2022-04-01	$13,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-04-01	$77,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-04-01	No
Value of net income/loss	2022-04-01	$-1,806,873
Value of net assets at end of year (total assets less liabilities)	2022-04-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-04-01	$14,971,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-04-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-04-01	No
Were any leases to which the plan was party in default or uncollectible	2022-04-01	No
Investment advisory and management fees	2022-04-01	$21,073
Value of interest in pooled separate accounts at end of year	2022-04-01	$0
Value of interest in pooled separate accounts at beginning of year	2022-04-01	$14,962,615
Interest on participant loans	2022-04-01	$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-04-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-04-01	$40,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-04-01	$-1,024,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-04-01	No
Was there a failure to transmit to the plan any participant contributions	2022-04-01	No
Has the plan failed to provide any benefit when due under the plan	2022-04-01	No
Contributions received in cash from employer	2022-04-01	$0
Employer contributions (assets) at end of year	2022-04-01	$0
Employer contributions (assets) at beginning of year	2022-04-01	$47
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-04-01	$774,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-04-01	Yes
Did the plan have assets held for investment	2022-04-01	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	2022-04-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-04-01	Yes
Opinion of an independent qualified public accountant for this plan	2022-04-01	Unqualified
Accountancy firm name	2022-04-01	MAZARS USA LP
Accountancy firm EIN	2022-04-01	131459550
2021 : ZIPWHIP, INC. 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$77,666
Total income from all sources (including contributions)	2021-12-31	$6,684,359
Total of all expenses incurred	2021-12-31	$1,203,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,120,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,751,051
Value of total assets at end of year	2021-12-31	$15,051,541
Value of total assets at beginning of year	2021-12-31	$9,493,499
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$83,863
Total interest from all sources	2021-12-31	$1,203
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,932,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,932,105
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,317,412
Participant contributions at end of year	2021-12-31	$45,557
Participant contributions at beginning of year	2021-12-31	$19,000
Participant contributions at end of year	2021-12-31	$2,590
Participant contributions at beginning of year	2021-12-31	$42
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$82,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$77,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,480,376
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,973,875
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,493,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$83,863
Value of interest in pooled separate accounts at end of year	2021-12-31	$15,003,394
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$9,298,089
Interest on participant loans	2021-12-31	$1,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$176,368
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,932,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,351,089
Employer contributions (assets) at end of year	2021-12-31	$47
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,120,120
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : ZIPWHIP, INC. 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,792
Total income from all sources (including contributions)	2020-12-31	$4,816,582
Total of all expenses incurred	2020-12-31	$900,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$831,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,304,022
Value of total assets at end of year	2020-12-31	$9,493,499
Value of total assets at beginning of year	2020-12-31	$5,585,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$69,039
Total interest from all sources	2020-12-31	$1,985
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,510,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,510,575
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,326,771
Participant contributions at end of year	2020-12-31	$19,000
Participant contributions at beginning of year	2020-12-31	$2,015
Participant contributions at end of year	2020-12-31	$42
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$605,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$7,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,915,610
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,493,499
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,577,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$69,039
Value of interest in pooled separate accounts at end of year	2020-12-31	$9,298,089
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,536,836
Interest on participant loans	2020-12-31	$1,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$176,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$46,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$371,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$831,933
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : ZIPWHIP, INC. 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,792
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	$3,633,154
Total of all expenses incurred	2019-12-31	$272,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$234,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,845,021
Value of total assets at end of year	2019-12-31	$5,585,681
Value of total assets at beginning of year	2019-12-31	$2,216,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$37,769
Total interest from all sources	2019-12-31	$184
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$787,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$787,949
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,796,956
Participant contributions at end of year	2019-12-31	$2,015
Participant contributions at beginning of year	2019-12-31	$5,121
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$341,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$7,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,361,090
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,577,889
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,216,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$37,769
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,536,836
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,210,006
Interest on participant loans	2019-12-31	$184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$46,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$706,824
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$234,295
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : ZIPWHIP, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,210,386
Total of all expenses incurred	2018-12-31	$144,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$124,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,355,585
Value of total assets at end of year	2018-12-31	$2,216,799
Value of total assets at beginning of year	2018-12-31	$1,151,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$20,502
Total interest from all sources	2018-12-31	$321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$903,279
Participant contributions at end of year	2018-12-31	$5,121
Participant contributions at beginning of year	2018-12-31	$7,130
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$57,624
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$78,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,065,501
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,216,799
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,151,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$20,502
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,210,006
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,062,009
Interest on participant loans	2018-12-31	$321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-145,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$373,311
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$24,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$124,383
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : ZIPWHIP, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,002,553
Total of all expenses incurred	2017-12-31	$40,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$31,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$887,275
Value of total assets at end of year	2017-12-31	$1,151,298
Value of total assets at beginning of year	2017-12-31	$188,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,173
Total interest from all sources	2017-12-31	$67
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$575,162
Participant contributions at end of year	2017-12-31	$7,130
Participant contributions at beginning of year	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$57,624
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$48,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$962,448
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,151,298
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$188,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$8,173
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,062,009
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$188,850
Interest on participant loans	2017-12-31	$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$115,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$264,055
Employer contributions (assets) at end of year	2017-12-31	$24,535
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$31,932
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749

Form 5500 Responses for ZIPWHIP, INC. 401(K) PLAN

2022: ZIPWHIP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ZIPWHIP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ZIPWHIP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ZIPWHIP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ZIPWHIP, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ZIPWHIP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

125317

Policy instance

Insurance contract or identification number	125317
Number of Individuals Covered	0
Total amount of commissions paid to insurance broker	USD $11,520
Total amount of fees paid to insurance company	USD $3,259
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $11,520
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7
Amount paid for insurance broker fees	3259

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

125317

Policy instance

Insurance contract or identification number	125317
Number of Individuals Covered	347
Total amount of commissions paid to insurance broker	USD $38,690
Total amount of fees paid to insurance company	USD $8,952
Commission paid to Insurance Broker	USD $38,690
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	7
Amount paid for insurance broker fees	8952
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

125317

Policy instance

Insurance contract or identification number	125317
Number of Individuals Covered	338
Total amount of commissions paid to insurance broker	USD $33,866
Total amount of fees paid to insurance company	USD $7,599
Commission paid to Insurance Broker	USD $33,866
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	7
Amount paid for insurance broker fees	7599

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

125317

Policy instance

Insurance contract or identification number	125317
Number of Individuals Covered	130
Total amount of commissions paid to insurance broker	USD $17,913
Total amount of fees paid to insurance company	USD $12,315
Commission paid to Insurance Broker	USD $17,913
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	7
Amount paid for insurance broker fees	12315

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

125317

Policy instance

Insurance contract or identification number	125317
Number of Individuals Covered	187
Total amount of commissions paid to insurance broker	USD $7,988
Total amount of fees paid to insurance company	USD $4,879
Commission paid to Insurance Broker	USD $7,988
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	7
Amount paid for insurance broker fees	4879

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	124
Total amount of commissions paid to insurance broker	USD $2,702
Total amount of fees paid to insurance company	USD $7,461
Amount paid for insurance broker fees	7461
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $2,702
Insurance broker name	NORTHWESTERN MUTUAL INVESTMENT

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Company Name:	ZIPWHIP, INC.
Employer identification number (EIN):	261110351
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services