ASPIRE TECHNOLOGY PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ASPIRE TECHNOLOGY PARTNERS, LLC 401(K) PLAN
Measure | Date | Value |
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2022 : ASPIRE TECHNOLOGY PARTNERS, LLC 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $7,770,580 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-272,894 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $852,390 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $760,000 |
Value of total corrective distributions | 2022-12-31 | $78,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,355,264 |
Value of total assets at end of year | 2022-12-31 | $0 |
Value of total assets at beginning of year | 2022-12-31 | $8,895,864 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $14,102 |
Total interest from all sources | 2022-12-31 | $3,526 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $105 |
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 | $105 |
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 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,059,524 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $54,016 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,125,284 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,895,864 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in 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 | $8,719,852 |
Interest on participant loans | 2022-12-31 | $1,003 |
Interest earned on other investments | 2022-12-31 | $2,523 |
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 | $144,781 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,631,789 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $241,724 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $31,231 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $760,000 |
Contract administrator fees | 2022-12-31 | $14,102 |
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 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | No |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SMOLIN, LUPIN & CO, LLC |
Accountancy firm EIN | 2022-12-31 | 222258733 |
2021 : ASPIRE TECHNOLOGY PARTNERS, LLC 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,449,096 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $369,061 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $346,124 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,317,093 |
Value of total assets at end of year | 2021-12-31 | $8,895,864 |
Value of total assets at beginning of year | 2021-12-31 | $6,815,829 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $22,937 |
Total interest from all sources | 2021-12-31 | $1,373 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $892,325 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $191,673 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,080,035 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,895,864 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,815,829 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $8,719,852 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $6,660,390 |
Interest earned on other investments | 2021-12-31 | $1,373 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $144,781 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $121,038 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,130,630 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $233,095 |
Employer contributions (assets) at end of year | 2021-12-31 | $31,231 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $34,401 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $346,124 |
Contract administrator fees | 2021-12-31 | $22,937 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SMOLIN, LUPIN & CO, LLC |
Accountancy firm EIN | 2021-12-31 | 222258733 |
2020 : ASPIRE TECHNOLOGY PARTNERS, LLC 401(K) PLAN 2020 401k financial data |
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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 | $2,186,794 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $458,721 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $456,571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,333,892 |
Value of total assets at end of year | 2020-12-31 | $6,815,829 |
Value of total assets at beginning of year | 2020-12-31 | $5,087,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,150 |
Total interest from all sources | 2020-12-31 | $1,941 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | 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 | $765,717 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $19,010 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $247,141 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,728,073 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,815,829 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,087,756 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $6,660,390 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $4,994,664 |
Interest on participant loans | 2020-12-31 | $403 |
Interest earned on other investments | 2020-12-31 | $1,538 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $121,038 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $74,082 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $850,961 |
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 | $321,034 |
Employer contributions (assets) at end of year | 2020-12-31 | $34,401 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $456,571 |
Contract administrator fees | 2020-12-31 | $2,150 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SMOLIN, LUPIN & CO, P.A. |
Accountancy firm EIN | 2020-12-31 | 222258733 |