401k Plan data: AFFIRMA, LLC 401(K) PLAN plan

AFFIRMA, LLC 401(K) PLAN 401k Plan overview

Plan Name	AFFIRMA, LLC 401(K) PLAN
Plan identification number	001

AFFIRMA, LLC 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.
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

AFFIRMA, LLC has sponsored the creation of one or more 401k plans.

Company Name: AFFIRMA, LLC

Employer identification number (EIN): 270019537

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Additional information about AFFIRMA, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2002-07-09

Company Identification Number: 602223489

Legal Registered Office Address: 3380 146TH PL SE STE 100

BELLEVUE
United States of America (USA)
980076472

More information about AFFIRMA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFFIRMA, LLC 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 VINCENT DELAURENTI VINCENT DELAURENTI 2018-10-10
001 2016-01-01 VINCENT DELAURENTI

Plan Statistics for AFFIRMA, LLC 401(K) PLAN

401k plan membership statisitcs for AFFIRMA, LLC 401(K) PLAN

Measure Date Value
2022: AFFIRMA, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 311
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 139
Total of all active and inactive participants 2022-01-01 450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 450
Number of participants with account balances 2022-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AFFIRMA, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 520
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 314
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 94
Total of all active and inactive participants 2021-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 408
Number of participants with account balances 2021-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AFFIRMA, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 475
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 36
Total of all active and inactive participants 2020-01-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 511
Number of participants with account balances 2020-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AFFIRMA, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 355
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 40
Total of all active and inactive participants 2019-01-01 395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 395
Number of participants with account balances 2019-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AFFIRMA, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 301
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 318
Number of participants with account balances 2018-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AFFIRMA, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 231
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 244
Number of participants with account balances 2017-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AFFIRMA, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 159
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 166
Number of participants with account balances 2016-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: AFFIRMA, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	311
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	139
Total of all active and inactive participants	2022-01-01	450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	450
Number of participants with account balances	2022-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AFFIRMA, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	520
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	314
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	94
Total of all active and inactive participants	2021-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	408
Number of participants with account balances	2021-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AFFIRMA, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	475
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	36
Total of all active and inactive participants	2020-01-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	511
Number of participants with account balances	2020-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AFFIRMA, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	355
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	40
Total of all active and inactive participants	2019-01-01	395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	395
Number of participants with account balances	2019-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AFFIRMA, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	301
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	318
Number of participants with account balances	2018-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AFFIRMA, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	231
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	244
Number of participants with account balances	2017-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AFFIRMA, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	159
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	166
Number of participants with account balances	2016-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on AFFIRMA, LLC 401(K) PLAN

Measure	Date	Value
2022 : AFFIRMA, LLC 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	$541,894
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,294,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,290,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,789,588
Value of total assets at end of year	2022-12-31	$10,765,907
Value of total assets at beginning of year	2022-12-31	$11,518,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,720
Total interest from all sources	2022-12-31	$866
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$200,072
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	$200,072
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$1,833,063
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$93,810
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	$-752,293
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,765,907
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,518,200
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	$10,673,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,512,709
Interest on participant loans	2022-12-31	$0
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$92,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$5,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$5,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,448,632
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	$862,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,290,467
Contract administrator fees	2022-12-31	$3,720
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-12-31	300840934
2021 : AFFIRMA, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,167,910
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$670,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$668,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,522,273
Value of total assets at end of year	2021-12-31	$11,518,200
Value of total assets at beginning of year	2021-12-31	$8,020,807
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,980
Total interest from all sources	2021-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$158,851
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	$158,851
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$1,615,244
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$141,501
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	$3,497,393
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,518,200
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,020,807
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	$11,512,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,997,320
Interest on participant loans	2021-12-31	$0
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$5,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$23,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$23,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,486,785
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	$765,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$668,537
Contract administrator fees	2021-12-31	$1,980
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-12-31	300840934
2020 : AFFIRMA, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,165,940
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$636,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$634,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,950,727
Value of total assets at end of year	2020-12-31	$8,020,807
Value of total assets at beginning of year	2020-12-31	$5,491,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,860
Total interest from all sources	2020-12-31	$64
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$115,511
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	$115,511
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$1,287,204
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$62,995
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	$2,529,527
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,020,807
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,491,280
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	$7,997,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,490,463
Interest on participant loans	2020-12-31	$0
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$23,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$64
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,099,638
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	$600,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$634,553
Contract administrator fees	2020-12-31	$1,860
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-12-31	300840934
2019 : AFFIRMA, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$2,615,375
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$383,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$381,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,618,264
Value of total assets at end of year	2019-12-31	$5,491,280
Value of total assets at beginning of year	2019-12-31	$3,259,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,410
Total interest from all sources	2019-12-31	$16
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$107,664
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	$107,664
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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	$943,985
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$191,239
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	$2,232,263
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,491,280
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,259,017
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	$5,490,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,258,262
Interest on participant loans	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$889,431
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	$483,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$381,702
Contract administrator fees	2019-12-31	$1,410
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-12-31	300840934
2018 : AFFIRMA, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,101,613
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$61,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$61,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,363,039
Value of total assets at end of year	2018-12-31	$3,259,017
Value of total assets at beginning of year	2018-12-31	$2,219,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$510
Total interest from all sources	2018-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$67,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$67,400
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$815,992
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$30,133
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$92,158
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	$1,039,875
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,259,017
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,219,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,258,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,172,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-328,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$454,889
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$16,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$61,228
Contract administrator fees	2018-12-31	$510
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934
2017 : AFFIRMA, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,382,614
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$67,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$64,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,100,871
Value of total assets at end of year	2017-12-31	$2,219,142
Value of total assets at beginning of year	2017-12-31	$903,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,530
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$36,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$36,594
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$100,000
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	$636,477
Participant contributions at end of year	2017-12-31	$30,133
Participant contributions at beginning of year	2017-12-31	$20,184
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$101,622
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	$1,315,285
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,219,142
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$903,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,172,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$872,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$245,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$362,772
Employer contributions (assets) at end of year	2017-12-31	$16,033
Employer contributions (assets) at beginning of year	2017-12-31	$10,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$64,799
Contract administrator fees	2017-12-31	$2,530
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2017-12-31	300840934
2016 : AFFIRMA, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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
Total income from all sources (including contributions)	2016-12-31	$916,546
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$12,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$12,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$863,348
Value of total assets at end of year	2016-12-31	$903,857
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$120
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$14,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$14,725
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$100,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$438,666
Participant contributions at end of year	2016-12-31	$20,184
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$169,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$903,857
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$903,857
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$872,989
Interest on participant loans	2016-12-31	$0
Income. Interest from loans (other than to participants)	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$38,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$255,541
Employer contributions (assets) at end of year	2016-12-31	$10,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$12,569
Contract administrator fees	2016-12-31	$120
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2016-12-31	300840934

Form 5500 Responses for AFFIRMA, LLC 401(K) PLAN

2022: AFFIRMA, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AFFIRMA, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AFFIRMA, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AFFIRMA, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AFFIRMA, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AFFIRMA, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AFFIRMA, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

AFFIRMA, LLC WELFARE BENEFITS PLAN [EIN = 270019536]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	AFFIRMA, LLC
Employer identification number (EIN):	270019537
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2002-07-09
Company Identification Number:	602223489
Legal Registered Office Address:	3380 146TH PL SE STE 100 BELLEVUE United States of America (USA) 980076472