WISTIA, INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : WISTIA, INC 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 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 | $1,493,315 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $505,756 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $504,711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,324,778 |
Value of total assets at end of year | 2022-12-31 | $11,022,720 |
Value of total assets at beginning of year | 2022-12-31 | $10,035,161 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,045 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $369,926 |
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 | $369,926 |
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 | $1,896,754 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $583,915 |
Other income not declared elsewhere | 2022-12-31 | $769 |
Administrative expenses (other) incurred | 2022-12-31 | $1,045 |
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 | $987,559 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,022,720 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,035,161 |
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 | $10,765,465 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,843,525 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $257,255 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $191,636 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,206,222 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $4,064 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $844,109 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $504,711 |
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 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : WISTIA, INC 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,482,805 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,115,117 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,084,318 |
Value of total corrective distributions | 2021-12-31 | $29,644 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,026,963 |
Value of total assets at end of year | 2021-12-31 | $10,035,161 |
Value of total assets at beginning of year | 2021-12-31 | $7,667,473 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,155 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $630,796 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $630,796 |
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 | $1,383,054 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $99,090 |
Other income not declared elsewhere | 2021-12-31 | $37,804 |
Administrative expenses (other) incurred | 2021-12-31 | $1,155 |
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 | $2,367,688 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,035,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,667,473 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,843,525 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,491,274 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $191,636 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $176,199 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $784,628 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,614 |
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 | $544,819 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,084,318 |
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 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : WISTIA, INC 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,997,941 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $570,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $568,754 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,868,871 |
Value of total assets at end of year | 2020-12-31 | $7,667,473 |
Value of total assets at beginning of year | 2020-12-31 | $5,239,881 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,595 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $229,096 |
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 | $229,096 |
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 | $1,148,992 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $208,915 |
Administrative expenses (other) incurred | 2020-12-31 | $1,595 |
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 | $2,427,592 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,667,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,239,881 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,491,274 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,211,564 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $176,199 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $28,317 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $896,894 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $3,080 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $510,964 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $568,754 |
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 | MOODY FAMIGLIETTI & ANDRONICOLLP |
Accountancy firm EIN | 2020-12-31 | 043077056 |
2019 : WISTIA, INC 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 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 income from all sources (including contributions) | 2019-12-31 | $2,291,957 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $248,089 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $244,099 |
Value of total corrective distributions | 2019-12-31 | $3,605 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,380,192 |
Value of total assets at end of year | 2019-12-31 | $5,239,881 |
Value of total assets at beginning of year | 2019-12-31 | $3,196,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $385 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $144,122 |
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 | $144,122 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $320,000 |
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 | $959,059 |
Administrative expenses (other) incurred | 2019-12-31 | $385 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,043,868 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,239,881 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,196,013 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,211,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,170,365 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $28,317 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $25,648 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $766,963 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $680 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
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 | $421,133 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $244,099 |
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 | MOODY FAMIGLIETTI & ANDRONICO LLP |
Accountancy firm EIN | 2019-12-31 | 043077056 |