BEYOND FINANCE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEYOND FINANCE, LLC - BF 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022 : BEYOND FINANCE, LLC - BF 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 | $44,548 |
| Total income from all sources (including contributions) | 2022-12-31 | $4,256,407 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $967,978 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $919,326 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $23,279 |
| Value of total corrective distributions | 2022-12-31 | $728 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $6,119,612 |
| Value of total assets at end of year | 2022-12-31 | $12,087,650 |
| Value of total assets at beginning of year | 2022-12-31 | $8,843,769 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $24,645 |
| Total interest from all sources | 2022-12-31 | $6,297 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| 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 | $3,069,981 |
| Participant contributions at end of year | 2022-12-31 | $197,392 |
| Participant contributions at beginning of year | 2022-12-31 | $112,556 |
| Participant contributions at end of year | 2022-12-31 | $15,740 |
| Participant contributions at beginning of year | 2022-12-31 | $84,198 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,505,965 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $44,548 |
| Administrative expenses (other) incurred | 2022-12-31 | $12,910 |
| 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 | $3,288,429 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,087,650 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,799,221 |
| 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 |
| Investment advisory and management fees | 2022-12-31 | $8,516 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $11,755,171 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $8,595,863 |
| Interest on participant loans | 2022-12-31 | $6,297 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $110,578 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $6,761 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,869,502 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,543,666 |
| Employer contributions (assets) at end of year | 2022-12-31 | $8,769 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $44,391 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $919,326 |
| Contract administrator fees | 2022-12-31 | $3,219 |
| 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 | FORVIS, LLP |
| Accountancy firm EIN | 2022-12-31 | 440160260 |
| 2021 : BEYOND FINANCE, LLC - BF 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $2,787,295 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $44,548 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $26,321 |
| Total income from all sources (including contributions) | 2021-12-31 | $4,095,104 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $950,696 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $937,385 |
| Value of total corrective distributions | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,260,166 |
| Value of total assets at end of year | 2021-12-31 | $8,843,769 |
| Value of total assets at beginning of year | 2021-12-31 | $2,893,839 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $13,311 |
| Total interest from all sources | 2021-12-31 | $2,690 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
| 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 | $1,549,702 |
| Participant contributions at end of year | 2021-12-31 | $112,556 |
| Participant contributions at beginning of year | 2021-12-31 | $48,590 |
| Participant contributions at end of year | 2021-12-31 | $84,198 |
| Participant contributions at beginning of year | 2021-12-31 | $2,545 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,003,322 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $44,548 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $26,321 |
| 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 | $3,144,408 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,799,221 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,867,518 |
| 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 pooled separate accounts at end of year | 2021-12-31 | $8,595,863 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $830,282 |
| Interest on participant loans | 2021-12-31 | $2,690 |
| Interest earned on other investments | 2021-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,008,415 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $6,761 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $616,020 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $216,228 |
| 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 | Yes |
| 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 | $707,142 |
| Employer contributions (assets) at end of year | 2021-12-31 | $44,391 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $4,007 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $937,385 |
| Contract administrator fees | 2021-12-31 | $13,311 |
| 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 | 2021-12-31 | Yes |
| 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 | FORVIS, LLP |
| Accountancy firm EIN | 2021-12-31 | 440160260 |
| 2020 : BEYOND FINANCE, LLC - BF 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 | $649 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $649 |
| Total income from all sources (including contributions) | 2020-12-31 | $2,171,498 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $898,880 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $868,592 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,747,993 |
| Value of total assets at end of year | 2020-12-31 | $2,887,287 |
| Value of total assets at beginning of year | 2020-12-31 | $1,614,669 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30,288 |
| Total interest from all sources | 2020-12-31 | $2,066 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | No |
| 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 | $876,570 |
| Participant contributions at end of year | 2020-12-31 | $48,590 |
| Participant contributions at beginning of year | 2020-12-31 | $47,246 |
| Participant contributions at end of year | 2020-12-31 | $2,545 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $556,035 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $10 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $649 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $649 |
| 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 | $1,272,618 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,886,638 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,614,020 |
| 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 pooled separate accounts at end of year | 2020-12-31 | $830,282 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $409,388 |
| Interest on participant loans | 2020-12-31 | $2,066 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,008,415 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,158,035 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $152,208 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $269,231 |
| 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 | $315,388 |
| Employer contributions (assets) at end of year | 2020-12-31 | $4,007 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $868,582 |
| Contract administrator fees | 2020-12-31 | $30,288 |
| 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 | Unqualified |
| Accountancy firm name | 2020-12-31 | WRIGHT FORD YOUNG & CO |
| Accountancy firm EIN | 2020-12-31 | 953288054 |
