401k Plan data: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN plan

PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CROSSLINK PROFESSIONAL TAX SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name: CROSSLINK PROFESSIONAL TAX SOLUTIONS, LLC

Employer identification number (EIN): 461792270

NAIC Classification: 511210
NAIC Description: Software Publishers

Additional information about CROSSLINK PROFESSIONAL TAX SOLUTIONS, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 2015-01-21

Company Identification Number: 2028099

Legal Registered Office Address: 2000 N. Alafaya Trail
Suite 450
Orlando
United States of America (USA)
32826

More information about CROSSLINK PROFESSIONAL TAX SOLUTIONS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-10-01
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01
001 2016-10-01 STEPHANIE TESFAZGHI

Plan Statistics for PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 144
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 110
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 25
Total of all active and inactive participants 2021-10-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 135
Number of participants with account balances 2021-10-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 147
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 103
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 30
Total of all active and inactive participants 2020-10-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 133
Number of participants with account balances 2020-10-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 1
2019: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 119
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 108
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 26
Total of all active and inactive participants 2019-10-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 1
Total participants 2019-10-01 135
Number of participants with account balances 2019-10-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 123
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 92
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 25
Total of all active and inactive participants 2018-10-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 117
Number of participants with account balances 2018-10-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 112
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 70
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 29
Total of all active and inactive participants 2017-10-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 99
Number of participants with account balances 2017-10-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 126
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 71
Number of other retired or separated participants entitled to future benefits 2016-10-01 39
Total of all active and inactive participants 2016-10-01 110
Total participants 2016-10-01 110
Number of participants with account balances 2016-10-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0

Measure	Date	Value
2021: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	144
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	110
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	25
Total of all active and inactive participants	2021-10-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	135
Number of participants with account balances	2021-10-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	147
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	103
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	30
Total of all active and inactive participants	2020-10-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	133
Number of participants with account balances	2020-10-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	1
2019: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	119
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	108
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	26
Total of all active and inactive participants	2019-10-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	1
Total participants	2019-10-01	135
Number of participants with account balances	2019-10-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	123
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	92
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	25
Total of all active and inactive participants	2018-10-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	117
Number of participants with account balances	2018-10-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	112
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	70
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	29
Total of all active and inactive participants	2017-10-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	99
Number of participants with account balances	2017-10-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	126
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	71
Number of other retired or separated participants entitled to future benefits	2016-10-01	39
Total of all active and inactive participants	2016-10-01	110
Total participants	2016-10-01	110
Number of participants with account balances	2016-10-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0

Financial Data on PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total income from all sources (including contributions)	2022-09-30	$-723,379
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$705,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$661,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$1,263,560
Value of total assets at end of year	2022-09-30	$9,198,912
Value of total assets at beginning of year	2022-09-30	$10,628,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$44,182
Total interest from all sources	2022-09-30	$7,629
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$111,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$111,473
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$500,000
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$901,237
Participant contributions at end of year	2022-09-30	$137,532
Participant contributions at beginning of year	2022-09-30	$118,550
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$7,347
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-09-30	$135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$-1,429,116
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$9,198,912
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$10,628,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$7,539,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$8,745,688
Value of interest in pooled separate accounts at end of year	2022-09-30	$977,213
Value of interest in pooled separate accounts at beginning of year	2022-09-30	$1,251,968
Interest on participant loans	2022-09-30	$7,629
Value of interest in common/collective trusts at end of year	2022-09-30	$189,266
Value of interest in common/collective trusts at beginning of year	2022-09-30	$187,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-1,884,426
Net investment gain/loss from pooled separate accounts	2022-09-30	$-224,713
Net investment gain or loss from common/collective trusts	2022-09-30	$3,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	No
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Contributions received in cash from employer	2022-09-30	$354,976
Employer contributions (assets) at end of year	2022-09-30	$354,976
Employer contributions (assets) at beginning of year	2022-09-30	$324,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$661,420
Contract administrator fees	2022-09-30	$44,182
Did the plan have assets held for investment	2022-09-30	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	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-09-30	410746749
2021 : PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$3,169,240
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$942,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$896,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$1,191,096
Value of total assets at end of year	2021-09-30	$10,628,028
Value of total assets at beginning of year	2021-09-30	$8,400,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$45,493
Total interest from all sources	2021-09-30	$5,767
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$94,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$94,750
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$500,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$779,213
Participant contributions at end of year	2021-09-30	$118,550
Participant contributions at beginning of year	2021-09-30	$81,645
Income. Received or receivable in cash from other sources (including rollovers)	2021-09-30	$87,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$2,227,114
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$10,628,028
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$8,400,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$8,745,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$6,906,928
Value of interest in pooled separate accounts at end of year	2021-09-30	$1,251,968
Value of interest in pooled separate accounts at beginning of year	2021-09-30	$927,608
Interest on participant loans	2021-09-30	$5,767
Value of interest in common/collective trusts at end of year	2021-09-30	$187,484
Value of interest in common/collective trusts at beginning of year	2021-09-30	$184,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$1,629,482
Net investment gain/loss from pooled separate accounts	2021-09-30	$244,971
Net investment gain or loss from common/collective trusts	2021-09-30	$3,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	No
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$324,338
Employer contributions (assets) at end of year	2021-09-30	$324,338
Employer contributions (assets) at beginning of year	2021-09-30	$300,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$896,633
Contract administrator fees	2021-09-30	$45,493
Did the plan have assets held for investment	2021-09-30	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	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Disclaimer
Accountancy firm name	2021-09-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-09-30	410746749
2020 : PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-09-30	$0
Total unrealized appreciation/depreciation of assets	2020-09-30	$0
Total transfer of assets to this plan	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Expenses. Interest paid	2020-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$1,960,852
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$402,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$368,550
Expenses. Certain deemed distributions of participant loans	2020-09-30	$0
Value of total corrective distributions	2020-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$1,215,426
Value of total assets at end of year	2020-09-30	$8,400,914
Value of total assets at beginning of year	2020-09-30	$6,842,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$33,936
Total income from rents	2020-09-30	$0
Total interest from all sources	2020-09-30	$6,558
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$105,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$105,930
Administrative expenses professional fees incurred	2020-09-30	$0
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$500,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Amount of non-exempt transactions with any party-in-interest	2020-09-30	$0
Contributions received from participants	2020-09-30	$681,003
Participant contributions at end of year	2020-09-30	$81,645
Participant contributions at beginning of year	2020-09-30	$117,750
Participant contributions at end of year	2020-09-30	$0
Participant contributions at beginning of year	2020-09-30	$50
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$234,265
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-09-30	$0
Other income not declared elsewhere	2020-09-30	$2
Administrative expenses (other) incurred	2020-09-30	$0
Liabilities. Value of operating payables at beginning of year	2020-09-30	$0
Total non interest bearing cash at end of year	2020-09-30	$0
Total non interest bearing cash at beginning of year	2020-09-30	$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	2020-09-30	No
Income. Non cash contributions	2020-09-30	$0
Value of net income/loss	2020-09-30	$1,558,366
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$8,400,914
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$6,842,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-09-30	$0
Investment advisory and management fees	2020-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$6,906,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$5,193,294
Value of interest in pooled separate accounts at end of year	2020-09-30	$927,608
Value of interest in pooled separate accounts at beginning of year	2020-09-30	$743,812
Interest on participant loans	2020-09-30	$6,558
Income. Interest from loans (other than to participants)	2020-09-30	$0
Interest earned on other investments	2020-09-30	$0
Income. Interest from US Government securities	2020-09-30	$0
Income. Interest from corporate debt instruments	2020-09-30	$0
Value of interest in common/collective trusts at end of year	2020-09-30	$184,575
Value of interest in common/collective trusts at beginning of year	2020-09-30	$535,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$586,241
Net investment gain/loss from pooled separate accounts	2020-09-30	$44,298
Net investment gain or loss from common/collective trusts	2020-09-30	$2,397
Net gain/loss from 103.12 investment entities	2020-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$300,158
Employer contributions (assets) at end of year	2020-09-30	$300,158
Employer contributions (assets) at beginning of year	2020-09-30	$252,374
Income. Dividends from preferred stock	2020-09-30	$0
Income. Dividends from common stock	2020-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$368,550
Contract administrator fees	2020-09-30	$33,936
Liabilities. Value of benefit claims payable at beginning of year	2020-09-30	$0
Did the plan have assets held for investment	2020-09-30	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	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Aggregate proceeds on sale of assets	2020-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2020-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-09-30	410746749
2019 : PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-09-30	$0
Total unrealized appreciation/depreciation of assets	2019-09-30	$0
Total transfer of assets to this plan	2019-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$532,832
Expenses. Interest paid	2019-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-09-30	$0
Total income from all sources (including contributions)	2019-09-30	$1,503,227
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$708,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$673,841
Expenses. Certain deemed distributions of participant loans	2019-09-30	$0
Value of total corrective distributions	2019-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$915,047
Value of total assets at end of year	2019-09-30	$6,842,548
Value of total assets at beginning of year	2019-09-30	$6,580,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$34,623
Total income from rents	2019-09-30	$0
Total interest from all sources	2019-09-30	$8,383
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$80,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-09-30	$80,038
Administrative expenses professional fees incurred	2019-09-30	$0
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$500,000
If this is an individual account plan, was there a blackout period	2019-09-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Amount of non-exempt transactions with any party-in-interest	2019-09-30	$0
Contributions received from participants	2019-09-30	$575,062
Participant contributions at end of year	2019-09-30	$117,750
Participant contributions at beginning of year	2019-09-30	$159,056
Participant contributions at end of year	2019-09-30	$50
Participant contributions at beginning of year	2019-09-30	$0
Assets. Other investments not covered elsewhere at end of year	2019-09-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-09-30	$639,232
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-30	$87,611
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-09-30	$0
Other income not declared elsewhere	2019-09-30	$8,043
Administrative expenses (other) incurred	2019-09-30	$0
Liabilities. Value of operating payables at beginning of year	2019-09-30	$0
Total non interest bearing cash at end of year	2019-09-30	$0
Total non interest bearing cash at beginning of year	2019-09-30	$537,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Income. Non cash contributions	2019-09-30	$0
Value of net income/loss	2019-09-30	$794,763
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$6,842,548
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$6,047,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-09-30	$0
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-09-30	$0
Investment advisory and management fees	2019-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$5,193,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$4,310,398
Value of interest in pooled separate accounts at end of year	2019-09-30	$743,812
Value of interest in pooled separate accounts at beginning of year	2019-09-30	$0
Interest on participant loans	2019-09-30	$8,383
Income. Interest from loans (other than to participants)	2019-09-30	$0
Interest earned on other investments	2019-09-30	$0
Income. Interest from US Government securities	2019-09-30	$0
Income. Interest from corporate debt instruments	2019-09-30	$0
Value of interest in common/collective trusts at end of year	2019-09-30	$535,268
Value of interest in common/collective trusts at beginning of year	2019-09-30	$681,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$421,486
Net investment gain/loss from pooled separate accounts	2019-09-30	$69,665
Net investment gain or loss from common/collective trusts	2019-09-30	$565
Net gain/loss from 103.12 investment entities	2019-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Contributions received in cash from employer	2019-09-30	$252,374
Employer contributions (assets) at end of year	2019-09-30	$252,374
Employer contributions (assets) at beginning of year	2019-09-30	$253,353
Income. Dividends from preferred stock	2019-09-30	$0
Income. Dividends from common stock	2019-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$673,841
Contract administrator fees	2019-09-30	$34,623
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	2019-09-30	Yes
Liabilities. Value of benefit claims payable at beginning of year	2019-09-30	$532,832
Did the plan have assets held for investment	2019-09-30	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	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Aggregate proceeds on sale of assets	2019-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2019-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2019-09-30	410746749
2018 : PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$532,832
Total income from all sources (including contributions)	2018-09-30	$1,434,712
Total loss/gain on sale of assets	2018-09-30	$211,702
Total of all expenses incurred	2018-09-30	$3,554,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$3,516,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$871,231
Value of total assets at end of year	2018-09-30	$6,580,617
Value of total assets at beginning of year	2018-09-30	$8,167,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$37,627
Total interest from all sources	2018-09-30	$29,819
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$199,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-09-30	$199,037
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$500,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$586,470
Participant contributions at end of year	2018-09-30	$159,056
Participant contributions at beginning of year	2018-09-30	$266,844
Assets. Other investments not covered elsewhere at end of year	2018-09-30	$639,232
Assets. Other investments not covered elsewhere at beginning of year	2018-09-30	$2,533,675
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$31,408
Other income not declared elsewhere	2018-09-30	$238,200
Total non interest bearing cash at end of year	2018-09-30	$537,417
Total non interest bearing cash at beginning of year	2018-09-30	$1,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$-2,119,700
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$6,047,785
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$8,167,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Investment advisory and management fees	2018-09-30	$12,868
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$4,310,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$4,002,899
Interest on participant loans	2018-09-30	$8,972
Interest earned on other investments	2018-09-30	$20,847
Value of interest in common/collective trusts at end of year	2018-09-30	$681,161
Value of interest in common/collective trusts at beginning of year	2018-09-30	$1,100,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-09-30	$-115,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$253,353
Employer contributions (assets) at end of year	2018-09-30	$253,353
Employer contributions (assets) at beginning of year	2018-09-30	$262,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$3,516,785
Contract administrator fees	2018-09-30	$24,759
Liabilities. Value of benefit claims payable at end of year	2018-09-30	$532,832
Did the plan have assets held for investment	2018-09-30	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	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Aggregate proceeds on sale of assets	2018-09-30	$3,692,602
Aggregate carrying amount (costs) on sale of assets	2018-09-30	$3,480,900
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	MOSS ADAMS
Accountancy firm EIN	2018-09-30	910189318
2017 : PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$13,754
Total income from all sources (including contributions)	2017-09-30	$1,517,324
Total loss/gain on sale of assets	2017-09-30	$61,913
Total of all expenses incurred	2017-09-30	$734,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$699,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$743,985
Value of total assets at end of year	2017-09-30	$8,167,485
Value of total assets at beginning of year	2017-09-30	$7,398,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$35,378
Total interest from all sources	2017-09-30	$30,773
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$101,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-30	$101,100
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$40,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$455,659
Participant contributions at end of year	2017-09-30	$266,844
Participant contributions at beginning of year	2017-09-30	$255,092
Assets. Other investments not covered elsewhere at end of year	2017-09-30	$2,533,675
Assets. Other investments not covered elsewhere at beginning of year	2017-09-30	$2,430,363
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-30	$25,963
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-09-30	$3,917
Other income not declared elsewhere	2017-09-30	$306,637
Total non interest bearing cash at end of year	2017-09-30	$1,474
Total non interest bearing cash at beginning of year	2017-09-30	$204,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$782,797
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$8,167,485
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$7,384,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Investment advisory and management fees	2017-09-30	$14,326
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$4,002,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$3,291,695
Interest on participant loans	2017-09-30	$14,324
Income. Interest from loans (other than to participants)	2017-09-30	$0
Interest earned on other investments	2017-09-30	$16,449
Value of interest in common/collective trusts at end of year	2017-09-30	$1,100,230
Value of interest in common/collective trusts at beginning of year	2017-09-30	$992,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$272,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$262,363
Employer contributions (assets) at end of year	2017-09-30	$262,363
Employer contributions (assets) at beginning of year	2017-09-30	$220,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$699,149
Contract administrator fees	2017-09-30	$21,052
Liabilities. Value of benefit claims payable at beginning of year	2017-09-30	$13,754
Did the plan have assets held for investment	2017-09-30	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	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Aggregate proceeds on sale of assets	2017-09-30	$936,341
Aggregate carrying amount (costs) on sale of assets	2017-09-30	$874,428
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	MOSS ADAMS
Accountancy firm EIN	2017-09-30	910189318

Form 5500 Responses for PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

2021: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Insurance	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement – Insurance	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Insurance	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Insurance	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement – Insurance	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

627157

Policy instance

Insurance contract or identification number	627157
Number of Individuals Covered	135
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
Total amount of commissions paid to insurance broker	USD $2,482
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,482
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

627157

Policy instance

Insurance contract or identification number	627157
Number of Individuals Covered	133
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Total amount of commissions paid to insurance broker	USD $2,158
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,158
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

627157

Policy instance

Insurance contract or identification number	627157
Number of Individuals Covered	135
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Total amount of commissions paid to insurance broker	USD $1,670
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,670
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

627157

Policy instance

Insurance contract or identification number	627157
Number of Individuals Covered	117
Insurance policy start date	2018-10-01
Insurance policy end date	2019-09-30
Total amount of commissions paid to insurance broker	USD $993
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $993
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

Potentially related plans

PETZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN [EIN = 942590210]

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Company Name:	CROSSLINK PROFESSIONAL TAX SOLUTIONS, LLC
Employer identification number (EIN):	461792270
NAIC Classification:	511210
NAIC Description:	Software Publishers

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	2015-01-21
Company Identification Number:	2028099
Legal Registered Office Address:	2000 N. Alafaya Trail Suite 450 Orlando United States of America (USA) 32826