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Plan Name | BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BRAND VALUE ACCELERATOR, LLC |
Employer identification number (EIN): | 463150753 |
NAIC Classification: | 541511 |
NAIC Description: | Custom Computer Programming Services |
Additional information about BRAND VALUE ACCELERATOR, LLC
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2017-09-27 |
Company Identification Number: | 136477791 |
Legal Registered Office Address: |
4141 N WILLIAMS AVE PORTLAND United States of America (USA) 97217 |
More information about BRAND VALUE ACCELERATOR, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | JOSH VERVACK | 2019-05-30 | ||
001 | 2017-01-01 | JOSH VERVACK | 2018-04-06 |
Measure | Date | Value |
---|---|---|
2023: BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 0 |
Number of participants with account balances | 2023-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 120 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 55 |
Total of all active and inactive participants | 2022-01-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 175 |
Number of participants with account balances | 2022-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 120 |
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 | 54 |
Total of all active and inactive participants | 2021-01-01 | 174 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 174 |
Number of participants with account balances | 2021-01-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 98 |
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 | 48 |
Total of all active and inactive participants | 2020-01-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 146 |
Number of participants with account balances | 2020-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 135 |
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 | 24 |
Total of all active and inactive participants | 2019-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 159 |
Number of participants with account balances | 2019-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-01-23 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-23 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-23 | $0 |
Total income from all sources (including contributions) | 2023-01-23 | $77,139 |
Total loss/gain on sale of assets | 2023-01-23 | $0 |
Total of all expenses incurred | 2023-01-23 | $1,390,075 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-23 | $1,389,053 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-23 | $0 |
Value of total assets at end of year | 2023-01-23 | $0 |
Value of total assets at beginning of year | 2023-01-23 | $1,312,936 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-23 | $1,022 |
Total interest from all sources | 2023-01-23 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-01-23 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-23 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-01-23 | $0 |
Was this plan covered by a fidelity bond | 2023-01-23 | Yes |
Value of fidelity bond cover | 2023-01-23 | $385,000 |
If this is an individual account plan, was there a blackout period | 2023-01-23 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-01-23 | 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 | 2023-01-23 | No |
Value of net income/loss | 2023-01-23 | $-1,312,936 |
Value of net assets at end of year (total assets less liabilities) | 2023-01-23 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-01-23 | $1,312,936 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-23 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-23 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-01-23 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-23 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-23 | $1,311,613 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-23 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-01-23 | $1,323 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-01-23 | $1,323 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-23 | $77,139 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-23 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-01-23 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-01-23 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-23 | $1,389,053 |
Contract administrator fees | 2023-01-23 | $1,022 |
Did the plan have assets held for investment | 2023-01-23 | 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 | 2023-01-23 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-23 | Yes |
Opinion of an independent qualified public accountant for this plan | 2023-01-23 | Unqualified |
Accountancy firm name | 2023-01-23 | HOLSINGER P.C. |
Accountancy firm EIN | 2023-01-23 | 232939307 |
2022 : BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-276,523 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $19,514 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $9,930 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $1,312,936 |
Value of total assets at beginning of year | 2022-12-31 | $1,608,973 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $9,584 |
Total interest from all sources | 2022-12-31 | $20 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $385,000 |
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 |
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 | $-296,037 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,312,936 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,608,973 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,311,613 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,607,658 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,323 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,315 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,315 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $20 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-276,543 |
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 |
Contract administrator fees | 2022-12-31 | $9,584 |
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 | HOLSINGER P.C. |
Accountancy firm EIN | 2022-12-31 | 232939307 |
2021 : BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $707,334 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $312,477 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $303,176 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $502,645 |
Value of total assets at end of year | 2021-12-31 | $1,608,973 |
Value of total assets at beginning of year | 2021-12-31 | $1,214,116 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $9,301 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $385,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $501,522 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,123 |
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 | $394,857 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,608,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,214,116 |
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 | $1,607,658 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,190,380 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,315 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,326 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,326 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $204,689 |
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 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $22,410 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $303,176 |
Contract administrator fees | 2021-12-31 | $9,301 |
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 | HOLSINGER P.C. |
Accountancy firm EIN | 2021-12-31 | 232939307 |
2020 : BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $654,719 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $291,430 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $280,956 |
Value of total corrective distributions | 2020-12-31 | $3,152 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $510,605 |
Value of total assets at end of year | 2020-12-31 | $1,214,116 |
Value of total assets at beginning of year | 2020-12-31 | $850,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,322 |
Total interest from all sources | 2020-12-31 | $21,540 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $385,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $452,257 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $58,348 |
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 | $363,289 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,214,116 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $850,827 |
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 | $1,190,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $850,827 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,326 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $21,540 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $122,574 |
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 |
Contributions received in cash from employer | 2020-12-31 | $0 |
Employer contributions (assets) at end of year | 2020-12-31 | $22,410 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $280,956 |
Contract administrator fees | 2020-12-31 | $7,322 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HOLSINGER P.C. |
Accountancy firm EIN | 2020-12-31 | 232939307 |
2019 : BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $656,364 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $71,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $66,040 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $556,280 |
Value of total assets at end of year | 2019-12-31 | $850,827 |
Value of total assets at beginning of year | 2019-12-31 | $265,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,014 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $385,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $335,242 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $6,032 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $221,038 |
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 | $585,310 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $850,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $265,517 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $850,827 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $259,485 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $100,084 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $66,040 |
Contract administrator fees | 2019-12-31 | $5,014 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HOLSINGER P.C. |
Accountancy firm EIN | 2019-12-31 | 232939307 |
2023: BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | Yes |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BRAND VALUE ACCELERATOR, LLC 401(K) P/S PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |