401k Plan data: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN plan

CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN
Plan identification number	001

CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CLIFTONLARSONALLEN LLP has sponsored the creation of one or more 401k plans.

Company Name: CLIFTONLARSONALLEN LLP

Employer identification number (EIN): 410746749

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about CLIFTONLARSONALLEN LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2012-01-03

Company Identification Number: 2071850

Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about CLIFTONLARSONALLEN LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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 HEIDI HILLMAN
001 2016-01-01 SHARON TEN CLAY
001 2015-01-01 SHARON TENCLAY
001 2014-01-01 SHARON W. TEN CLAY
001 2013-01-01 SHARON W. TEN CLAY
001 2012-01-01 SHARON W. TEN CLAY SHARON W. TEN CLAY 2014-03-06
001 2011-11-01 SHARON W. TEN CLAY
001 2011-01-01 ANTHONY MCQUEARY
001 2010-11-01 SHARON W. TEN CLAY SHARON W. TEN CLAY 2012-08-14
001 2009-11-01 SHARON W. TEN CLAY SHARON W. TEN CLAY 2011-08-12
001 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	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	HEIDI HILLMAN
001	2016-01-01	SHARON TEN CLAY
001	2015-01-01	SHARON TENCLAY
001	2014-01-01	SHARON W. TEN CLAY
001	2013-01-01	SHARON W. TEN CLAY
001	2012-01-01	SHARON W. TEN CLAY	SHARON W. TEN CLAY	2014-03-06
001	2011-11-01	SHARON W. TEN CLAY
001	2011-01-01	ANTHONY MCQUEARY
001	2010-11-01	SHARON W. TEN CLAY	SHARON W. TEN CLAY	2012-08-14
001	2009-11-01	SHARON W. TEN CLAY	SHARON W. TEN CLAY	2011-08-12
001	2008-11-01

Plan Statistics for CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN

Measure Date Value
2022: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9,187
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7,506
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 2,521
Total of all active and inactive participants 2022-01-01 10,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 42
Total participants 2022-01-01 10,069
Number of participants with account balances 2022-01-01 9,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 252
2021: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8,229
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6,789
Number of retired or separated participants receiving benefits 2021-01-01 90
Number of other retired or separated participants entitled to future benefits 2021-01-01 2,264
Total of all active and inactive participants 2021-01-01 9,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 44
Total participants 2021-01-01 9,187
Number of participants with account balances 2021-01-01 9,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 402
2020: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8,008
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6,190
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,998
Total of all active and inactive participants 2020-01-01 8,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 40
Total participants 2020-01-01 8,229
Number of participants with account balances 2020-01-01 8,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 704
2019: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7,157
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6,097
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 1,878
Total of all active and inactive participants 2019-01-01 7,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 33
Total participants 2019-01-01 8,008
Number of participants with account balances 2019-01-01 7,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 888
2018: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6,583
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5,604
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,522
Total of all active and inactive participants 2018-01-01 7,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 30
Total participants 2018-01-01 7,156
Number of participants with account balances 2018-01-01 6,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 762
2017: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6,229
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5,132
Number of retired or separated participants receiving benefits 2017-01-01 1,344
Total of all active and inactive participants 2017-01-01 6,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 21
Total participants 2017-01-01 6,497
Number of participants with account balances 2017-01-01 6,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 638
2016: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5,520
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4,653
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 1,299
Total of all active and inactive participants 2016-01-01 5,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 15
Total participants 2016-01-01 5,967
Number of participants with account balances 2016-01-01 5,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 596
2015: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4,928
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4,216
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 1,172
Total of all active and inactive participants 2015-01-01 5,388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 12
Total participants 2015-01-01 5,400
Number of participants with account balances 2015-01-01 5,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 470
2014: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4,685
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3,645
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1,173
Total of all active and inactive participants 2014-01-01 4,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 11
Total participants 2014-01-01 4,829
Number of participants with account balances 2014-01-01 4,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 402
2013: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4,568
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3,423
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,128
Total of all active and inactive participants 2013-01-01 4,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 6
Total participants 2013-01-01 4,558
Number of participants with account balances 2013-01-01 4,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 321
2012: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,014
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3,311
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,238
Total of all active and inactive participants 2012-01-01 4,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 4,554
Number of participants with account balances 2012-01-01 4,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 331
2011: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 2,275
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 1,704
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 309
Total of all active and inactive participants 2011-11-01 2,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 1
Total participants 2011-11-01 2,014
Number of participants with account balances 2011-11-01 1,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 57
Total participants, beginning-of-year 2011-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 179
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 180
Number of participants with account balances 2011-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 2,256
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 1,783
Number of retired or separated participants receiving benefits 2010-11-01 0
Number of other retired or separated participants entitled to future benefits 2010-11-01 491
Total of all active and inactive participants 2010-11-01 2,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 1
Total participants 2010-11-01 2,275
Number of participants with account balances 2010-11-01 1,840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 84
2009: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 1,909
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 1,375
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 440
Total of all active and inactive participants 2009-11-01 1,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 2
Total participants 2009-11-01 1,817
Number of participants with account balances 2009-11-01 1,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 77

Measure	Date	Value
2022: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9,187
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7,506
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	2,521
Total of all active and inactive participants	2022-01-01	10,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	42
Total participants	2022-01-01	10,069
Number of participants with account balances	2022-01-01	9,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	252
2021: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8,229
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6,789
Number of retired or separated participants receiving benefits	2021-01-01	90
Number of other retired or separated participants entitled to future benefits	2021-01-01	2,264
Total of all active and inactive participants	2021-01-01	9,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	44
Total participants	2021-01-01	9,187
Number of participants with account balances	2021-01-01	9,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	402
2020: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8,008
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6,190
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,998
Total of all active and inactive participants	2020-01-01	8,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	40
Total participants	2020-01-01	8,229
Number of participants with account balances	2020-01-01	8,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	704
2019: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7,157
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6,097
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	1,878
Total of all active and inactive participants	2019-01-01	7,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	33
Total participants	2019-01-01	8,008
Number of participants with account balances	2019-01-01	7,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	888
2018: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6,583
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5,604
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,522
Total of all active and inactive participants	2018-01-01	7,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	30
Total participants	2018-01-01	7,156
Number of participants with account balances	2018-01-01	6,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	762
2017: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6,229
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5,132
Number of retired or separated participants receiving benefits	2017-01-01	1,344
Total of all active and inactive participants	2017-01-01	6,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	21
Total participants	2017-01-01	6,497
Number of participants with account balances	2017-01-01	6,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	638
2016: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5,520
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4,653
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	1,299
Total of all active and inactive participants	2016-01-01	5,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	15
Total participants	2016-01-01	5,967
Number of participants with account balances	2016-01-01	5,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	596
2015: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4,928
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4,216
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	1,172
Total of all active and inactive participants	2015-01-01	5,388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	12
Total participants	2015-01-01	5,400
Number of participants with account balances	2015-01-01	5,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	470
2014: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4,685
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3,645
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,173
Total of all active and inactive participants	2014-01-01	4,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	11
Total participants	2014-01-01	4,829
Number of participants with account balances	2014-01-01	4,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	402
2013: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4,568
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3,423
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,128
Total of all active and inactive participants	2013-01-01	4,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	6
Total participants	2013-01-01	4,558
Number of participants with account balances	2013-01-01	4,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	321
2012: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,014
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3,311
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,238
Total of all active and inactive participants	2012-01-01	4,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	4,554
Number of participants with account balances	2012-01-01	4,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	331
2011: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	2,275
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	1,704
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	309
Total of all active and inactive participants	2011-11-01	2,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	1
Total participants	2011-11-01	2,014
Number of participants with account balances	2011-11-01	1,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	57
Total participants, beginning-of-year	2011-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	179
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	180
Number of participants with account balances	2011-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	2,256
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	1,783
Number of retired or separated participants receiving benefits	2010-11-01	0
Number of other retired or separated participants entitled to future benefits	2010-11-01	491
Total of all active and inactive participants	2010-11-01	2,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	1
Total participants	2010-11-01	2,275
Number of participants with account balances	2010-11-01	1,840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	84
2009: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	1,909
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	1,375
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	440
Total of all active and inactive participants	2009-11-01	1,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	2
Total participants	2009-11-01	1,817
Number of participants with account balances	2009-11-01	1,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	77

Financial Data on CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
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
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-92,639,819
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$90,137,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$89,736,950
Expenses. Certain deemed distributions of participant loans	2022-12-31	$25,210
Value of total corrective distributions	2022-12-31	$269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$112,112,946
Value of total assets at end of year	2022-12-31	$1,083,384,742
Value of total assets at beginning of year	2022-12-31	$1,266,161,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$374,872
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$153,936
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$26,858,618
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	$26,858,618
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$1,200
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
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	$70,541,628
Participant contributions at end of year	2022-12-31	$3,838,875
Participant contributions at beginning of year	2022-12-31	$2,904,016
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$10,264,419
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
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	$0
Other income not declared elsewhere	2022-12-31	$5,157
Administrative expenses (other) incurred	2022-12-31	$373,672
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-182,777,120
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,083,384,742
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,266,161,862
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$597,816,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$716,680,104
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$153,936
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$463,535,245
Value of interest in common/collective trusts at beginning of year	2022-12-31	$522,370,621
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities 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	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-154,201,503
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-77,568,973
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$31,306,899
Employer contributions (assets) at end of year	2022-12-31	$18,194,112
Employer contributions (assets) at beginning of year	2022-12-31	$24,207,121
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$89,736,950
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
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 : CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$317,936,070
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$87,178,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$86,388,731
Expenses. Certain deemed distributions of participant loans	2021-12-31	$314,662
Value of total corrective distributions	2021-12-31	$439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$164,604,995
Value of total assets at end of year	2021-12-31	$1,266,161,862
Value of total assets at beginning of year	2021-12-31	$1,035,404,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$474,842
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$1,361,021
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$47,374,798
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	$47,374,798
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$221,263
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
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	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	$61,028,598
Participant contributions at end of year	2021-12-31	$2,904,016
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$68,041,222
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$1,413,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$-788,912
Administrative expenses (other) incurred	2021-12-31	$253,579
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$878,136
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
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$230,757,396
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,266,161,862
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,035,404,466
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$716,680,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$582,101,781
Interest on participant loans	2021-12-31	$98,401
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$522,370,621
Value of interest in common/collective trusts at beginning of year	2021-12-31	$404,776,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$30,820,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$30,820,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,262,620
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$54,960,383
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$50,423,785
Net gain/loss from 103.12 investment entities	2021-12-31	$0
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
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$35,535,175
Employer contributions (assets) at end of year	2021-12-31	$24,207,121
Employer contributions (assets) at beginning of year	2021-12-31	$15,413,831
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$86,388,731
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
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
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
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
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
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 : CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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	$205,971,493
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$60,342,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$59,827,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$83,925,190
Value of total assets at end of year	2020-12-31	$1,035,404,466
Value of total assets at beginning of year	2020-12-31	$889,775,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$515,311
Total interest from all sources	2020-12-31	$21,998
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$20,018,408
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	$20,018,408
Administrative expenses professional fees incurred	2020-12-31	$515,311
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$50,688,977
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$8,162,760
Assets. Loans (other than to participants) at end of year	2020-12-31	$1,413,583
Total non interest bearing cash at end of year	2020-12-31	$878,136
Total non interest bearing cash at beginning of year	2020-12-31	$179,664
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	$145,628,949
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,035,404,466
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$889,775,517
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	$582,101,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$820,420,773
Interest on participant loans	2020-12-31	$21,998
Value of interest in common/collective trusts at end of year	2020-12-31	$404,776,513
Value of interest in common/collective trusts at beginning of year	2020-12-31	$39,743,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$30,820,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$14,524,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$14,524,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$53,796,648
Net investment gain or loss from common/collective trusts	2020-12-31	$48,209,249
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	$25,073,453
Employer contributions (assets) at end of year	2020-12-31	$15,413,831
Employer contributions (assets) at beginning of year	2020-12-31	$14,906,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$59,827,233
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	BKD, LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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	$292,732,403
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$54,146,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$53,601,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$152,518,418
Value of total assets at end of year	2019-12-31	$889,775,517
Value of total assets at beginning of year	2019-12-31	$651,189,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$545,278
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$31,189,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$545,278
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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	$48,900,682
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$79,193,226
Total non interest bearing cash at end of year	2019-12-31	$179,664
Total non interest bearing cash at beginning of year	2019-12-31	$61,438
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	$238,585,637
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$889,775,517
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$651,189,880
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	$820,420,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$590,725,591
Value of interest in common/collective trusts at end of year	2019-12-31	$39,743,865
Value of interest in common/collective trusts at beginning of year	2019-12-31	$32,842,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$14,524,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$14,750,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$14,750,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$108,205,109
Net investment gain or loss from common/collective trusts	2019-12-31	$819,568
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	$24,424,510
Employer contributions (assets) at end of year	2019-12-31	$14,906,683
Employer contributions (assets) at beginning of year	2019-12-31	$12,810,452
Income. Dividends from preferred stock	2019-12-31	$31,189,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$53,601,488
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	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260
2018 : CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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	$11,905
Total income from all sources (including contributions)	2018-12-31	$40,181,519
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$36,540,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$36,065,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$83,677,452
Value of total assets at end of year	2018-12-31	$651,189,880
Value of total assets at beginning of year	2018-12-31	$647,560,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$474,892
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$28,438,531
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	$28,438,531
Administrative expenses professional fees incurred	2018-12-31	$474,892
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$39,902,128
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$10,796
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$23,154,234
Total non interest bearing cash at end of year	2018-12-31	$61,438
Total non interest bearing cash at beginning of year	2018-12-31	$1,454,893
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	$3,641,322
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$651,189,880
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$647,548,558
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	$590,725,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$591,456,343
Value of interest in common/collective trusts at end of year	2018-12-31	$32,842,193
Value of interest in common/collective trusts at beginning of year	2018-12-31	$31,594,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$14,750,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$10,798,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$10,798,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-72,577,588
Net investment gain or loss from common/collective trusts	2018-12-31	$643,124
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	$20,621,090
Employer contributions (assets) at end of year	2018-12-31	$12,810,452
Employer contributions (assets) at beginning of year	2018-12-31	$12,245,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$36,065,305
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$11,905
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	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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	$11,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$150,962
Total income from all sources (including contributions)	2017-12-31	$154,716,055
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$36,710,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$36,298,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$71,492,171
Value of total assets at end of year	2017-12-31	$647,560,463
Value of total assets at beginning of year	2017-12-31	$529,694,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$412,414
Total interest from all sources	2017-12-31	$58,611
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$23,588,828
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	$23,588,828
Administrative expenses professional fees incurred	2017-12-31	$412,414
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$35,787,902
Participant contributions at end of year	2017-12-31	$10,796
Participant contributions at beginning of year	2017-12-31	$7,275
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$16,545,960
Total non interest bearing cash at end of year	2017-12-31	$1,454,893
Total non interest bearing cash at beginning of year	2017-12-31	$40,423
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	$118,005,435
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$647,548,558
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$529,543,123
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	$591,456,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$470,979,241
Value of interest in common/collective trusts at end of year	2017-12-31	$31,594,896
Value of interest in common/collective trusts at beginning of year	2017-12-31	$35,525,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$10,798,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$12,483,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$12,483,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$58,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$59,040,216
Net investment gain or loss from common/collective trusts	2017-12-31	$536,229
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	$19,158,309
Employer contributions (assets) at end of year	2017-12-31	$12,245,427
Employer contributions (assets) at beginning of year	2017-12-31	$10,659,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$36,298,206
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$11,905
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$150,962
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	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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	$150,962
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	$100,707,663
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$33,714,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$33,264,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$60,626,925
Value of total assets at end of year	2016-12-31	$529,694,085
Value of total assets at beginning of year	2016-12-31	$462,550,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$450,023
Total interest from all sources	2016-12-31	$20,657
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$17,682,271
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	$17,682,271
Administrative expenses professional fees incurred	2016-12-31	$450,023
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$30,633,686
Participant contributions at end of year	2016-12-31	$7,275
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$13,472,669
Total non interest bearing cash at end of year	2016-12-31	$40,423
Total non interest bearing cash at beginning of year	2016-12-31	$28
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	$66,993,112
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$529,543,123
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$462,550,011
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	$470,979,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$418,525,783
Value of interest in common/collective trusts at end of year	2016-12-31	$35,525,130
Value of interest in common/collective trusts at beginning of year	2016-12-31	$34,665,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$12,483,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$20,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$22,377,810
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	$16,520,570
Employer contributions (assets) at end of year	2016-12-31	$10,659,012
Employer contributions (assets) at beginning of year	2016-12-31	$9,358,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$33,264,528
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$150,962
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	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$21,471
Total income from all sources (including contributions)	2015-12-31	$37,360,109
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$30,976,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$30,666,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$42,791,691
Value of total assets at end of year	2015-12-31	$462,550,011
Value of total assets at beginning of year	2015-12-31	$456,187,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$309,479
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$21,942,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$21,942,710
Administrative expenses professional fees incurred	2015-12-31	$309,479
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$25,193,304
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$3,619,256
Total non interest bearing cash at end of year	2015-12-31	$28
Total non interest bearing cash at beginning of year	2015-12-31	$408,525
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	$6,383,979
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$462,550,011
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$456,166,032
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 registered invesment companies (eg mutual funds) at end of year	2015-12-31	$418,525,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$399,491,351
Value of interest in common/collective trusts at end of year	2015-12-31	$34,665,236
Value of interest in common/collective trusts at beginning of year	2015-12-31	$47,243,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-27,189,748
Net investment gain or loss from common/collective trusts	2015-12-31	$-184,544
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	$13,979,131
Employer contributions (assets) at end of year	2015-12-31	$9,358,964
Employer contributions (assets) at beginning of year	2015-12-31	$9,044,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$30,666,651
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	2015-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$21,471
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	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$21,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$509,877
Total income from all sources (including contributions)	2014-12-31	$63,480,347
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$29,962,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$29,676,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$39,316,540
Value of total assets at end of year	2014-12-31	$456,187,503
Value of total assets at beginning of year	2014-12-31	$423,158,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$286,721
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$18,223,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$18,223,740
Administrative expenses professional fees incurred	2014-12-31	$286,721
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$22,633,251
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,521,763
Total non interest bearing cash at end of year	2014-12-31	$408,525
Total non interest bearing cash at beginning of year	2014-12-31	$796,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$33,517,605
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$456,166,032
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$422,648,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$399,491,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$369,791,900
Value of interest in common/collective trusts at end of year	2014-12-31	$47,243,610
Value of interest in common/collective trusts at beginning of year	2014-12-31	$43,462,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$5,086,257
Net investment gain or loss from common/collective trusts	2014-12-31	$853,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$13,161,526
Employer contributions (assets) at end of year	2014-12-31	$9,044,017
Employer contributions (assets) at beginning of year	2014-12-31	$9,107,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$29,676,021
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	2014-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$21,471
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$509,877
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$509,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$93,071,240
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$40,392,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$40,313,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$35,438,488
Value of total assets at end of year	2013-12-31	$423,158,304
Value of total assets at beginning of year	2013-12-31	$369,969,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$78,978
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$10,552,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$10,552,552
Administrative expenses professional fees incurred	2013-12-31	$78,978
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$21,239,105
Participant contributions at beginning of year	2013-12-31	$389,292
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$2,902,513
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,506,462
Other income not declared elsewhere	2013-12-31	$58,657
Total non interest bearing cash at end of year	2013-12-31	$796,708
Total non interest bearing cash at beginning of year	2013-12-31	$464,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$52,678,502
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$422,648,427
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$369,969,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$369,791,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$316,501,441
Value of interest in common/collective trusts at end of year	2013-12-31	$43,462,191
Value of interest in common/collective trusts at beginning of year	2013-12-31	$41,745,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$47,257,472
Net investment gain or loss from common/collective trusts	2013-12-31	$-235,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$12,692,921
Employer contributions (assets) at end of year	2013-12-31	$9,107,505
Employer contributions (assets) at beginning of year	2013-12-31	$7,966,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$40,313,760
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	2013-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$509,877
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$158,120,290
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$73,115,763
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$26,695,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$26,578,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$35,752,536
Value of total assets at end of year	2012-12-31	$369,969,925
Value of total assets at beginning of year	2012-12-31	$165,429,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$116,756
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$9,113,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$9,113,979
Administrative expenses professional fees incurred	2012-12-31	$116,756
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$21,467,899
Participant contributions at end of year	2012-12-31	$389,292
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$2,902,513
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$2,786,000
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,030,038
Other income not declared elsewhere	2012-12-31	$98,749
Total non interest bearing cash at end of year	2012-12-31	$464,138
Total non interest bearing cash at beginning of year	2012-12-31	$6,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$46,420,176
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$369,969,925
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$165,429,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$316,501,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$110,406,227
Value of interest in common/collective trusts at end of year	2012-12-31	$41,745,627
Value of interest in common/collective trusts at beginning of year	2012-12-31	$44,003,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$27,404,068
Net investment gain or loss from common/collective trusts	2012-12-31	$746,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$12,254,599
Employer contributions (assets) at end of year	2012-12-31	$7,966,914
Employer contributions (assets) at beginning of year	2012-12-31	$8,226,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$26,578,831
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD
Accountancy firm EIN	2012-12-31	440160260
2011 : CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$-12,373
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,096,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,077,771
Expenses. Certain deemed distributions of participant loans	2011-12-31	$262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,078,864
Value of total assets at end of year	2011-12-31	$165,429,459
Value of total assets at beginning of year	2011-12-31	$166,538,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$19,184
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,894,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,894,957
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$966,915
Participant contributions at end of year	2011-12-31	$22,049
Participant contributions at beginning of year	2011-12-31	$40,823
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$2,786,000
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$2,780,342
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$111,949
Other income not declared elsewhere	2011-12-31	$5,701
Administrative expenses (other) incurred	2011-12-31	$788
Total non interest bearing cash at end of year	2011-12-31	$6,767
Total non interest bearing cash at beginning of year	2011-12-31	$62,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,109,328
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$165,429,459
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$166,538,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$110,406,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$115,769,868
Interest on participant loans	2011-12-31	$1,617
Value of interest in common/collective trusts at end of year	2011-12-31	$44,003,860
Value of interest in common/collective trusts at beginning of year	2011-12-31	$39,699,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-3,242,541
Net investment gain or loss from common/collective trusts	2011-12-31	$250,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$11,365
Employer contributions (assets) at end of year	2011-12-31	$8,226,605
Employer contributions (assets) at beginning of year	2011-12-31	$8,226,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,077,771
Contract administrator fees	2011-12-31	$19,184
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	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BOYUM & BARENSCHEER PLLP
Accountancy firm EIN	2011-12-31	416192096
Total unrealized appreciation/depreciation of assets	2011-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-10-31	$0
Total income from all sources (including contributions)	2011-10-31	$25,487,547
Total loss/gain on sale of assets	2011-10-31	$0
Total of all expenses incurred	2011-10-31	$4,962,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-10-31	$4,849,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-10-31	$20,328,073
Value of total assets at end of year	2011-10-31	$166,538,787
Value of total assets at beginning of year	2011-10-31	$146,013,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-10-31	$113,418
Total interest from all sources	2011-10-31	$445
Total dividends received (eg from common stock, registered investment company shares)	2011-10-31	$3,139,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-10-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-10-31	$3,139,852
Was this plan covered by a fidelity bond	2011-10-31	Yes
Value of fidelity bond cover	2011-10-31	$500,000
If this is an individual account plan, was there a blackout period	2011-10-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-10-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-10-31	No
Contributions received from participants	2011-10-31	$9,106,101
Assets. Other investments not covered elsewhere at end of year	2011-10-31	$2,780,342
Assets. Other investments not covered elsewhere at beginning of year	2011-10-31	$2,720,382
Income. Received or receivable in cash from other sources (including rollovers)	2011-10-31	$2,995,367
Other income not declared elsewhere	2011-10-31	$60,838
Total non interest bearing cash at end of year	2011-10-31	$62,819
Total non interest bearing cash at beginning of year	2011-10-31	$1,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-10-31	No
Value of net income/loss	2011-10-31	$20,524,808
Value of net assets at end of year (total assets less liabilities)	2011-10-31	$166,538,787
Value of net assets at beginning of year (total assets less liabilities)	2011-10-31	$146,013,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-10-31	No
Were any leases to which the plan was party in default or uncollectible	2011-10-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-10-31	$115,769,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-10-31	$108,741,755
Value of interest in common/collective trusts at end of year	2011-10-31	$39,699,153
Value of interest in common/collective trusts at beginning of year	2011-10-31	$27,589,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-10-31	$445
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-10-31	$864,153
Net investment gain or loss from common/collective trusts	2011-10-31	$1,094,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-10-31	No
Was there a failure to transmit to the plan any participant contributions	2011-10-31	No
Has the plan failed to provide any benefit when due under the plan	2011-10-31	No
Contributions received in cash from employer	2011-10-31	$8,226,605
Employer contributions (assets) at end of year	2011-10-31	$8,226,605
Employer contributions (assets) at beginning of year	2011-10-31	$6,961,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-10-31	$4,849,321
Contract administrator fees	2011-10-31	$113,418
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	2011-10-31	No
Did the plan have assets held for investment	2011-10-31	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	2011-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-10-31	Disclaimer
Accountancy firm name	2011-10-31	BOYUM & BARESCHEER PLLP
Accountancy firm EIN	2011-10-31	416192096

Form 5500 Responses for CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN

2022: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

935610-01

Policy instance

Insurance contract or identification number	935610-01
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,552
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

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Company Name:	CLIFTONLARSONALLEN LLP
Employer identification number (EIN):	410746749
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2012-01-03
Company Identification Number:	2071850
Legal Registered Office Address:	1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114