401k Plan data: ITILITY, LLC SAFE HARBOR 401(K) PLAN plan

ITILITY, LLC SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan Name	ITILITY, LLC SAFE HARBOR 401(K) PLAN
Plan identification number	001

ITILITY, LLC SAFE HARBOR 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.
Plan covering Self-Employed individuals.
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

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

Company Name: ITILITY, LLC

Employer identification number (EIN): 320021933

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ITILITY, LLC SAFE HARBOR 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 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01 PATRICIA MARTIN 2019-10-15
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 JOSEPH PALMER 2014-10-14 JOSEPH PALMER 2014-10-14
001 2012-01-01 JOSEPH PALMER 2013-10-09
001 2011-01-01 MONER ATTWA 2012-09-10
001 2010-01-01 MONER ATTWA 2011-10-14

Plan Statistics for ITILITY, LLC SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for ITILITY, LLC SAFE HARBOR 401(K) PLAN

Measure Date Value
2022: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 219
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 84
Total of all active and inactive participants 2022-01-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 303
Number of participants with account balances 2022-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 202
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 79
Total of all active and inactive participants 2021-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 281
Number of participants with account balances 2021-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 209
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 64
Total of all active and inactive participants 2020-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 273
Number of participants with account balances 2020-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 176
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 59
Total of all active and inactive participants 2019-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 235
Number of participants with account balances 2019-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 266
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 46
Total of all active and inactive participants 2018-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 312
Number of participants with account balances 2018-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 222
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 38
Total of all active and inactive participants 2017-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 260
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: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 199
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 0
Total of all active and inactive participants 2016-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 199
Number of participants with account balances 2016-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 86
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 21
Total of all active and inactive participants 2015-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 107
Number of participants with account balances 2015-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	219
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	84
Total of all active and inactive participants	2022-01-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	303
Number of participants with account balances	2022-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	202
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	79
Total of all active and inactive participants	2021-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	281
Number of participants with account balances	2021-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	209
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	64
Total of all active and inactive participants	2020-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	273
Number of participants with account balances	2020-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	176
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	59
Total of all active and inactive participants	2019-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	235
Number of participants with account balances	2019-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	266
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	46
Total of all active and inactive participants	2018-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	312
Number of participants with account balances	2018-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	222
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	38
Total of all active and inactive participants	2017-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	260
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: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	199
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	0
Total of all active and inactive participants	2016-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	199
Number of participants with account balances	2016-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	86
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	21
Total of all active and inactive participants	2015-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	107
Number of participants with account balances	2015-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on ITILITY, LLC SAFE HARBOR 401(K) PLAN

Measure	Date	Value
2022 : ITILITY, LLC SAFE HARBOR 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	$633,234
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$612,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$576,299
Value of total corrective distributions	2022-12-31	$4,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,751,155
Value of total assets at end of year	2022-12-31	$6,196,036
Value of total assets at beginning of year	2022-12-31	$6,175,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$31,327
Total interest from all sources	2022-12-31	$8,132
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$107,164
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	$107,164
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	$1,262,266
Participant contributions at end of year	2022-12-31	$56,521
Participant contributions at beginning of year	2022-12-31	$86,427
Participant contributions at end of year	2022-12-31	$58,633
Participant contributions at beginning of year	2022-12-31	$52,263
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$37,983
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	$20,637
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,196,036
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,175,399
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	$27,757
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,772,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,888,966
Interest on participant loans	2022-12-31	$3,924
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	$289,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$129,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$129,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$4,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,233,217
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	$450,906
Employer contributions (assets) at end of year	2022-12-31	$18,985
Employer contributions (assets) at beginning of year	2022-12-31	$18,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$576,299
Contract administrator fees	2022-12-31	$3,570
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	SC & H ATTEST SERVICES, P.C.
Accountancy firm EIN	2022-12-31	521743645
2021 : ITILITY, LLC SAFE HARBOR 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	$2,409,919
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,732,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,702,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,602,410
Value of total assets at end of year	2021-12-31	$6,175,399
Value of total assets at beginning of year	2021-12-31	$5,498,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$30,346
Total interest from all sources	2021-12-31	$4,371
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$81,704
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	$81,704
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	$926,402
Participant contributions at end of year	2021-12-31	$86,427
Participant contributions at beginning of year	2021-12-31	$166,165
Participant contributions at end of year	2021-12-31	$52,263
Participant contributions at beginning of year	2021-12-31	$34,415
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$330,399
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	$677,351
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,175,399
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,498,048
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	$26,196
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,888,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,023,483
Interest on participant loans	2021-12-31	$4,354
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	$129,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$258,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$258,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$721,434
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	$345,609
Employer contributions (assets) at end of year	2021-12-31	$18,255
Employer contributions (assets) at beginning of year	2021-12-31	$15,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,702,222
Contract administrator fees	2021-12-31	$4,150
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	SC & H ATTEST SERVICES, P.C.
Accountancy firm EIN	2021-12-31	521743645
2020 : ITILITY, LLC SAFE HARBOR 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	$2,966
Total income from all sources (including contributions)	2020-12-31	$2,063,050
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$834,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$810,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,346,206
Value of total assets at end of year	2020-12-31	$5,448,024
Value of total assets at beginning of year	2020-12-31	$4,222,256
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,077
Total interest from all sources	2020-12-31	$7,337
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$74,033
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	$74,033
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$350,000
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	$731,937
Participant contributions at end of year	2020-12-31	$166,165
Participant contributions at beginning of year	2020-12-31	$61,235
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$62,850
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$290,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$2,966
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	$1,228,734
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,448,024
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,219,290
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	$20,237
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,023,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,933,882
Interest on participant loans	2020-12-31	$6,600
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	$258,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$136,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$136,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$737
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$635,474
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	$323,897
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$27,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$810,239
Contract administrator fees	2020-12-31	$3,840
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	SC & H ATTEST SERVICES, P.C.
Accountancy firm EIN	2020-12-31	521743645
2019 : ITILITY, LLC SAFE HARBOR 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	$2,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,919
Total income from all sources (including contributions)	2019-12-31	$2,249,525
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,171,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,154,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,568,420
Value of total assets at end of year	2019-12-31	$4,222,256
Value of total assets at beginning of year	2019-12-31	$3,144,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,769
Total interest from all sources	2019-12-31	$5,120
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$91,209
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	$91,209
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$350,000
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	$768,341
Participant contributions at end of year	2019-12-31	$61,235
Participant contributions at beginning of year	2019-12-31	$44,552
Participant contributions at end of year	2019-12-31	$62,850
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$441,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$2,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$3,919
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$7,469
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	$1,078,291
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,219,290
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,140,999
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	$13,139
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,933,882
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,092,897
Interest on participant loans	2019-12-31	$3,474
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	$136,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$460,651
Net investment gain/loss from pooled separate accounts	2019-12-31	$124,125
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	$358,418
Employer contributions (assets) at end of year	2019-12-31	$27,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,154,465
Contract administrator fees	2019-12-31	$3,630
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	SC & H ATTEST SERVICES, P.C.
Accountancy firm EIN	2019-12-31	521743645
2018 : ITILITY, LLC SAFE HARBOR 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	$3,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,238
Total income from all sources (including contributions)	2018-12-31	$685,687
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$610,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$604,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$964,997
Value of total assets at end of year	2018-12-31	$3,144,918
Value of total assets at beginning of year	2018-12-31	$3,066,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,907
Total interest from all sources	2018-12-31	$2,865
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$2,050
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
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	$628,503
Participant contributions at end of year	2018-12-31	$44,552
Participant contributions at beginning of year	2018-12-31	$75,506
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$28,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$3,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,238
Total non interest bearing cash at end of year	2018-12-31	$7,469
Total non interest bearing cash at beginning of year	2018-12-31	$7,469
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	$75,558
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,140,999
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,065,441
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 pooled separate accounts at end of year	2018-12-31	$3,092,897
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,983,704
Interest on participant loans	2018-12-31	$2,865
Net investment gain/loss from pooled separate accounts	2018-12-31	$-282,175
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	$308,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$604,222
Contract administrator fees	2018-12-31	$3,857
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	SC & H ATTEST SERVICES, P.C.
Accountancy firm EIN	2018-12-31	521743645
2017 : ITILITY, LLC SAFE HARBOR 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	$1,238
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	$1,350,318
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$213,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$207,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,012,165
Value of total assets at end of year	2017-12-31	$3,066,679
Value of total assets at beginning of year	2017-12-31	$1,928,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,623
Total interest from all sources	2017-12-31	$3,913
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$1,750
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$311,000
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	$593,420
Participant contributions at end of year	2017-12-31	$75,506
Participant contributions at beginning of year	2017-12-31	$57,405
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$153,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$7,469
Total non interest bearing cash at beginning of year	2017-12-31	$7,469
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	$1,137,285
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,065,441
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,928,156
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 pooled separate accounts at end of year	2017-12-31	$2,983,704
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,863,282
Interest on participant loans	2017-12-31	$3,913
Net investment gain/loss from pooled separate accounts	2017-12-31	$334,240
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	$264,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$207,410
Contract administrator fees	2017-12-31	$3,873
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	SC & H ATTEST SERVICES, P.C.
Accountancy firm EIN	2017-12-31	521743645
2016 : ITILITY, LLC SAFE HARBOR 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,085,357
Total of all expenses incurred	2016-12-31	$301,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$292,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$974,864
Value of total assets at end of year	2016-12-31	$1,928,156
Value of total assets at beginning of year	2016-12-31	$1,143,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,175
Total interest from all sources	2016-12-31	$2,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$2,150
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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	$448,814
Participant contributions at end of year	2016-12-31	$57,405
Participant contributions at beginning of year	2016-12-31	$43,768
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$333,211
Total non interest bearing cash at end of year	2016-12-31	$7,469
Total non interest bearing cash at beginning of year	2016-12-31	$7,469
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	$784,237
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,928,156
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,143,919
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 pooled separate accounts at end of year	2016-12-31	$1,863,282
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,092,682
Interest on participant loans	2016-12-31	$2,030
Net investment gain/loss from pooled separate accounts	2016-12-31	$108,463
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	$192,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$292,945
Contract administrator fees	2016-12-31	$6,025
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	STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN	2016-12-31	521743645
2015 : ITILITY, LLC SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$430,271
Total of all expenses incurred	2015-12-31	$237,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$231,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$469,828
Value of total assets at end of year	2015-12-31	$1,143,919
Value of total assets at beginning of year	2015-12-31	$951,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,553
Total interest from all sources	2015-12-31	$1,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$1,250
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$50,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$332,097
Participant contributions at end of year	2015-12-31	$43,768
Participant contributions at beginning of year	2015-12-31	$33,426
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,385
Other income not declared elsewhere	2015-12-31	$13
Total non interest bearing cash at end of year	2015-12-31	$7,469
Total non interest bearing cash at beginning of year	2015-12-31	$7,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$192,698
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,143,919
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$951,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,092,682
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$910,326
Interest on participant loans	2015-12-31	$1,463
Net investment gain/loss from pooled separate accounts	2015-12-31	$-41,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$135,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$231,020
Contract administrator fees	2015-12-31	$5,303
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN	2015-12-31	521743645

Form 5500 Responses for ITILITY, LLC SAFE HARBOR 401(K) PLAN

2022: ITILITY, LLC SAFE HARBOR 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: ITILITY, LLC SAFE HARBOR 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: ITILITY, LLC SAFE HARBOR 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: ITILITY, LLC SAFE HARBOR 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 – 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: ITILITY, LLC SAFE HARBOR 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 – 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: ITILITY, LLC SAFE HARBOR 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ITILITY, LLC SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	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

97496

Policy instance

Insurance contract or identification number	97496
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $28,114
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,114
Insurance broker organization code?	3

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

Policy contract number

97496

Policy instance

Insurance contract or identification number	97496
Number of Individuals Covered	162
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $23,917
Total amount of fees paid to insurance company	USD $3,677
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,917
Insurance broker organization code?	1
Amount paid for insurance broker fees	3677
Additional information about fees paid to insurance broker	TPA COMPENSATION

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

Policy contract number

97496

Policy instance

Insurance contract or identification number	97496
Number of Individuals Covered	142
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $17,424
Total amount of fees paid to insurance company	USD $5,138
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,424
Insurance broker organization code?	1
Amount paid for insurance broker fees	5138
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	NEWPORT GROUP, INC.

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

Policy contract number

97496

Policy instance

Insurance contract or identification number	97496
Number of Individuals Covered	68
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,483
Total amount of fees paid to insurance company	USD $537
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,483
Insurance broker organization code?	1
Amount paid for insurance broker fees	537
Additional information about fees paid to insurance broker	TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker name	NEWPORT GROUP, INC.

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Company Name:	ITILITY, LLC
Employer identification number (EIN):	320021933
NAIC Classification:	541600