401k Plan data: LEANPLUM, INC RETIREMENT TRUST plan

LEANPLUM, INC RETIREMENT TRUST 401k Plan overview

Plan Name	LEANPLUM, INC RETIREMENT TRUST
Plan identification number	001

LEANPLUM, INC RETIREMENT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

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

Company Name: LEANPLUM, INC.

Employer identification number (EIN): 460597539

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEANPLUM, INC RETIREMENT TRUST

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 2019-01-01
001 2019-01-01
001 2017-01-01 GIANNA DURAN 2018-07-12
001 2016-01-01 LEANPLUM 2017-07-31
001 2015-01-01 EKATERINA KOREPANOVA 2016-07-25
001 2014-07-01 MOMCHIL KYURKCHIEV 2015-10-14 MOMCHIL KYURKCHIEV 2015-10-14

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	2019-01-01
001	2019-01-01
001	2017-01-01	GIANNA DURAN	2018-07-12
001	2016-01-01	LEANPLUM	2017-07-31
001	2015-01-01	EKATERINA KOREPANOVA	2016-07-25
001	2014-07-01	MOMCHIL KYURKCHIEV	2015-10-14	MOMCHIL KYURKCHIEV	2015-10-14

Plan Statistics for LEANPLUM, INC RETIREMENT TRUST

401k plan membership statisitcs for LEANPLUM, INC RETIREMENT TRUST

Measure Date Value
2022: LEANPLUM, INC RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 42
Number of other retired or separated participants entitled to future benefits 2022-01-01 55
Total of all active and inactive participants 2022-01-01 97
Total participants 2022-01-01 97
Number of participants with account balances 2022-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LEANPLUM, INC RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 45
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 55
Total of all active and inactive participants 2021-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 100
Number of participants with account balances 2021-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LEANPLUM, INC RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 48
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 64
Total of all active and inactive participants 2020-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 112
Number of participants with account balances 2020-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LEANPLUM, INC RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 59
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 73
Total of all active and inactive participants 2019-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 132
Number of participants with account balances 2019-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: LEANPLUM, INC RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	42
Number of other retired or separated participants entitled to future benefits	2022-01-01	55
Total of all active and inactive participants	2022-01-01	97
Total participants	2022-01-01	97
Number of participants with account balances	2022-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LEANPLUM, INC RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	45
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	55
Total of all active and inactive participants	2021-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	100
Number of participants with account balances	2021-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LEANPLUM, INC RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	48
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	64
Total of all active and inactive participants	2020-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	112
Number of participants with account balances	2020-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LEANPLUM, INC RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	59
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	73
Total of all active and inactive participants	2019-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	132
Number of participants with account balances	2019-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on LEANPLUM, INC RETIREMENT TRUST

Measure	Date	Value
2022 : LEANPLUM, INC RETIREMENT TRUST 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-95,432
Total of all expenses incurred	2022-12-31	$368,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$362,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$223,332
Value of total assets at end of year	2022-12-31	$1,389,596
Value of total assets at beginning of year	2022-12-31	$1,853,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,061
Total interest from all sources	2022-12-31	$410
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$31,490
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	$31,490
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$228,347
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$100,000
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	$223,332
Participant contributions at end of year	2022-12-31	$1,805
Participant contributions at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$382
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	$-463,788
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,389,596
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,853,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$489
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,359,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,597,414
Interest on participant loans	2022-12-31	$410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$28,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$27,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$27,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-351,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$362,295
Contract administrator fees	2022-12-31	$5,572
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN	2022-12-31	430831507
2021 : LEANPLUM, INC RETIREMENT TRUST 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$547,645
Total of all expenses incurred	2021-12-31	$712,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$703,403
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$277,717
Value of total assets at end of year	2021-12-31	$1,853,384
Value of total assets at beginning of year	2021-12-31	$2,018,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,836
Total interest from all sources	2021-12-31	$637
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$200,215
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	$200,215
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$228,347
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	$201,870
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$277,682
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$35
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$757
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	$-165,275
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,853,384
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,018,659
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 registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,597,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,879,423
Interest on participant loans	2021-12-31	$637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$27,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$139,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$139,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$69,076
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$702,646
Contract administrator fees	2021-12-31	$7,836
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	ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN	2021-12-31	430831507
2020 : LEANPLUM, INC RETIREMENT TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$593,239
Total of all expenses incurred	2020-12-31	$858,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$848,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$350,632
Value of total assets at end of year	2020-12-31	$2,018,659
Value of total assets at beginning of year	2020-12-31	$2,283,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,721
Total interest from all sources	2020-12-31	$1,164
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$38,049
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	$38,049
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$100,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$348,608
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$30,926
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,024
Administrative expenses (other) incurred	2020-12-31	$29
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	$-265,035
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,018,659
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,283,694
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	$1,879,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,223,624
Interest on participant loans	2020-12-31	$1,143
Interest earned on other investments	2020-12-31	$21
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$139,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$29,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$29,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$203,394
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	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$848,553
Contract administrator fees	2020-12-31	$9,692
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	SUMMIT CPA GROUP, LLC
Accountancy firm EIN	2020-12-31	113730017
2019 : LEANPLUM, INC RETIREMENT TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,467,768
Total income from all sources (including contributions)	2019-12-31	$1,467,768
Total of all expenses incurred	2019-12-31	$1,463,616
Total of all expenses incurred	2019-12-31	$1,463,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,437,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,437,976
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,230
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,230
Value of total corrective distributions	2019-12-31	$2,318
Value of total corrective distributions	2019-12-31	$2,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$923,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$923,677
Value of total assets at end of year	2019-12-31	$2,283,694
Value of total assets at end of year	2019-12-31	$2,283,694
Value of total assets at beginning of year	2019-12-31	$2,279,542
Value of total assets at beginning of year	2019-12-31	$2,279,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,092
Total interest from all sources	2019-12-31	$1,903
Total interest from all sources	2019-12-31	$1,903
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$51,198
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$51,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$51,198
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$51,198
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$100,000
Value of fidelity bond cover	2019-12-31	$100,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$892,502
Contributions received from participants	2019-12-31	$892,502
Participant contributions at end of year	2019-12-31	$30,926
Participant contributions at end of year	2019-12-31	$30,926
Participant contributions at beginning of year	2019-12-31	$46,260
Participant contributions at beginning of year	2019-12-31	$46,260
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,175
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,175
Other income not declared elsewhere	2019-12-31	$69
Other income not declared elsewhere	2019-12-31	$69
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
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	$4,152
Value of net income/loss	2019-12-31	$4,152
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,283,694
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,283,694
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,279,542
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,279,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$2,223,624
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,223,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,140,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,140,196
Interest on participant loans	2019-12-31	$1,615
Interest on participant loans	2019-12-31	$1,615
Interest earned on other investments	2019-12-31	$288
Interest earned on other investments	2019-12-31	$288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$29,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$29,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$93,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$93,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$93,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$93,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$490,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$490,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,437,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,437,976
Contract administrator fees	2019-12-31	$19,092
Contract administrator fees	2019-12-31	$19,092
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	2019-12-31	No
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	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SUMMIT CPA GROUP,LLC
Accountancy firm name	2019-12-31	SUMMIT CPA GROUP,LLC
Accountancy firm EIN	2019-12-31	113730017
Accountancy firm EIN	2019-12-31	113730017
2018 : LEANPLUM, INC RETIREMENT TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,231,284
Total of all expenses incurred	2018-12-31	$263,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$255,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,415,852
Value of total assets at end of year	2018-12-31	$2,279,542
Value of total assets at beginning of year	2018-12-31	$1,311,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,829
Total interest from all sources	2018-12-31	$2,019
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$49,910
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	$49,910
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$100,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,024,280
Participant contributions at end of year	2018-12-31	$46,260
Participant contributions at beginning of year	2018-12-31	$8,236
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$391,572
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	$967,616
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,279,542
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,311,926
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	$2,140,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,303,690
Income. Interest from loans (other than to participants)	2018-12-31	$2,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$93,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-236,497
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$255,839
Contract administrator fees	2018-12-31	$7,829
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	SUMMIT CPA GROUP,LLC
Accountancy firm EIN	2018-12-31	113730017

Form 5500 Responses for LEANPLUM, INC RETIREMENT TRUST

2022: LEANPLUM, INC RETIREMENT TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LEANPLUM, INC RETIREMENT TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LEANPLUM, INC RETIREMENT TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEANPLUM, INC RETIREMENT TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEANPLUM, INC.
Employer identification number (EIN):	460597539
NAIC Classification:	541600