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PUSHPAY RETIREMENT PLAN 401k Plan overview

Plan NamePUSHPAY RETIREMENT PLAN
Plan identification number 001

PUSHPAY RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PUSHPAY USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:PUSHPAY USA, INC.
Employer identification number (EIN):460544255
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUSHPAY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MOLLY MATTHEWS2023-10-16
0012021-01-01MOLLY MATTHEWS2022-10-17 MOLLY MATTHEWS2022-10-17
0012020-01-01SHANE SAMPSON2021-09-27
0012019-01-01SHANE SAMPSON2020-09-16
0012018-01-01JAN DEBELL2019-08-01 SHANE SAMPSON2019-08-01
0012017-01-01JAN DEBELL

Plan Statistics for PUSHPAY RETIREMENT PLAN

401k plan membership statisitcs for PUSHPAY RETIREMENT PLAN

Measure Date Value
2022: PUSHPAY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01766
Total number of active participants reported on line 7a of the Form 55002022-01-01439
Number of retired or separated participants receiving benefits2022-01-0157
Number of other retired or separated participants entitled to future benefits2022-01-01246
Total of all active and inactive participants2022-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01742
Number of participants with account balances2022-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: PUSHPAY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01587
Total number of active participants reported on line 7a of the Form 55002021-01-01359
Number of retired or separated participants receiving benefits2021-01-0175
Number of other retired or separated participants entitled to future benefits2021-01-01255
Total of all active and inactive participants2021-01-01689
Total participants2021-01-01689
Number of participants with account balances2021-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: PUSHPAY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01515
Total number of active participants reported on line 7a of the Form 55002020-01-01311
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01264
Total of all active and inactive participants2020-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01575
Number of participants with account balances2020-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: PUSHPAY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01496
Total number of active participants reported on line 7a of the Form 55002019-01-01216
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01206
Total of all active and inactive participants2019-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01422
Number of participants with account balances2019-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: PUSHPAY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01286
Total number of active participants reported on line 7a of the Form 55002018-01-01325
Number of other retired or separated participants entitled to future benefits2018-01-01150
Total of all active and inactive participants2018-01-01475
Total participants2018-01-01475
Number of participants with account balances2018-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01119
2017: PUSHPAY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01244
Total number of active participants reported on line 7a of the Form 55002017-01-01213
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01286
Number of participants with account balances2017-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on PUSHPAY RETIREMENT PLAN

Measure Date Value
2022 : PUSHPAY RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$306
Total income from all sources (including contributions)2022-12-31$2,329,454
Total of all expenses incurred2022-12-31$2,027,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,877,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,430,887
Value of total assets at end of year2022-12-31$17,301,049
Value of total assets at beginning of year2022-12-31$16,999,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$150,836
Total interest from all sources2022-12-31$6
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,504,920
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$893
Participant contributions at end of year2022-12-31$1,078
Participant contributions at beginning of year2022-12-31$77,390
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,549,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$301,618
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,300,607
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,998,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$16,883,686
Value of interest in pooled separate accounts at beginning of year2022-12-31$16,573,049
Interest on participant loans2022-12-31$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$43,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$18,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$18,659
Net investment gain/loss from pooled separate accounts2022-12-31$-3,101,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,376,385
Employer contributions (assets) at end of year2022-12-31$372,431
Employer contributions (assets) at beginning of year2022-12-31$329,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,877,000
Contract administrator fees2022-12-31$150,836
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HAUSER JONES & SAS
Accountancy firm EIN2022-12-31810987947
2021 : PUSHPAY RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$171
Total income from all sources (including contributions)2021-12-31$7,309,597
Total of all expenses incurred2021-12-31$1,811,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,688,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,130,524
Value of total assets at end of year2021-12-31$16,999,295
Value of total assets at beginning of year2021-12-31$11,501,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$122,957
Total interest from all sources2021-12-31$176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,793,891
Participant contributions at end of year2021-12-31$893
Participant contributions at beginning of year2021-12-31$13,770
Participant contributions at end of year2021-12-31$77,390
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,414,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,497,925
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,998,989
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,501,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$16,573,049
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,250,713
Interest on participant loans2021-12-31$176
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$18,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$8,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$8,651
Net investment gain/loss from pooled separate accounts2021-12-31$2,178,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$922,003
Employer contributions (assets) at end of year2021-12-31$329,304
Employer contributions (assets) at beginning of year2021-12-31$228,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,688,715
Contract administrator fees2021-12-31$122,957
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GUNNING STENSON & PRICE CPA PS
Accountancy firm EIN2021-12-31271386100
2020 : PUSHPAY RETIREMENT PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$4,038,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$171
Total income from all sources (including contributions)2020-12-31$4,966,960
Total of all expenses incurred2020-12-31$922,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$814,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,545,495
Value of total assets at end of year2020-12-31$11,501,235
Value of total assets at beginning of year2020-12-31$3,417,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$107,975
Total interest from all sources2020-12-31$647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,413,807
Participant contributions at end of year2020-12-31$13,770
Participant contributions at beginning of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$32,586
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$453,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,044,693
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,501,064
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,417,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$11,250,713
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,877,977
Interest on participant loans2020-12-31$647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$8,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$42,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$42,845
Net investment gain/loss from pooled separate accounts2020-12-31$2,420,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$678,398
Employer contributions (assets) at end of year2020-12-31$228,101
Employer contributions (assets) at beginning of year2020-12-31$464,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$814,292
Contract administrator fees2020-12-31$107,975
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GUNNING STENSON & PRICE CPA PS
Accountancy firm EIN2020-12-31271386100
2019 : PUSHPAY RETIREMENT PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,023,749
Total of all expenses incurred2019-12-31$222,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$179,912
Value of total corrective distributions2019-12-31$5,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,540,078
Value of total assets at end of year2019-12-31$3,417,680
Value of total assets at beginning of year2019-12-31$1,616,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$918,167
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$32,586
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$157,639
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,800,957
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,417,680
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,616,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,877,977
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,601,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$42,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$15,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$15,113
Net investment gain/loss from pooled separate accounts2019-12-31$483,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$464,272
Employer contributions (assets) at end of year2019-12-31$464,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$179,912
Contract administrator fees2019-12-31$37,829
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GUNNING STENSON & PRICE CPA PS
Accountancy firm EIN2019-12-31271386100
2018 : PUSHPAY RETIREMENT PLAN 2018 401k financial data
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$2,868
Total income from all sources (including contributions)2018-12-31$1,075,904
Total of all expenses incurred2018-12-31$339,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$205,331
Expenses. Certain deemed distributions of participant loans2018-12-31$1,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,217,603
Value of total assets at end of year2018-12-31$1,616,723
Value of total assets at beginning of year2018-12-31$883,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$132,439
Total interest from all sources2018-12-31$15
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$794,201
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,605
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,814
Administrative expenses (other) incurred2018-12-31$102,078
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$2,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$736,575
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,616,723
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$880,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,601,610
Value of interest in pooled separate accounts at beginning of year2018-12-31$869,229
Interest on participant loans2018-12-31$15
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$15,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$12,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$12,182
Net investment gain or loss from common/collective trusts2018-12-31$-141,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$407,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$205,331
Contract administrator fees2018-12-31$30,361
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GUNNING STENSON & PRICE CPA PS
Accountancy firm EIN2018-12-31271386100
2017 : PUSHPAY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$908,333
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$28,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$847,148
Value of total assets at end of year2017-12-31$883,016
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,904
Total interest from all sources2017-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$523,414
Participant contributions at end of year2017-12-31$1,605
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,036
Liabilities. Value of operating payables at end of year2017-12-31$2,868
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$880,148
Value of net assets at end of year (total assets less liabilities)2017-12-31$880,148
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$869,229
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$12,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$61,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$311,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,281
Contract administrator fees2017-12-31$15,904
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GUNNING STENSON & PRICE CPA PS
Accountancy firm EIN2017-12-31271386100

Form 5500 Responses for PUSHPAY RETIREMENT PLAN

2022: PUSHPAY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PUSHPAY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PUSHPAY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PUSHPAY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PUSHPAY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PUSHPAY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127921
Policy instance 1
Insurance contract or identification number127921
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $25,281
Amount paid for insurance broker fees25281
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127921
Policy instance 1
Insurance contract or identification number127921
Number of Individuals Covered730
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $14,743
Amount paid for insurance broker fees14743
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127921
Policy instance 1
Insurance contract or identification number127921
Number of Individuals Covered420
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $18,874
Total amount of fees paid to insurance companyUSD $21,675
Amount paid for insurance broker fees21675
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $15,310
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127921
Policy instance 1
Insurance contract or identification number127921
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,867
Total amount of fees paid to insurance companyUSD $16,156
Commission paid to Insurance BrokerUSD $10,867
Insurance broker organization code?7
Amount paid for insurance broker fees4369
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127921
Policy instance 1
Insurance contract or identification number127921
Number of Individuals Covered277
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,350
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,964
Insurance broker organization code?5
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES

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