401k Plan data: CLOUDREACH, INC. 401(K) PLAN plan

CLOUDREACH, INC. 401(K) PLAN 401k Plan overview

Plan Name	CLOUDREACH, INC. 401(K) PLAN
Plan identification number	001

CLOUDREACH, INC. 401(K) 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.
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

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

Company Name: CLOUDREACH, INC.

Employer identification number (EIN): 465416414

NAIC Classification: 519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLOUDREACH, INC. 401(K) PLAN

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 2018-05-01
001 2018-05-01

Plan Statistics for CLOUDREACH, INC. 401(K) PLAN

401k plan membership statisitcs for CLOUDREACH, INC. 401(K) PLAN

Measure Date Value
2022: CLOUDREACH, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 174
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 265
Total of all active and inactive participants 2022-01-01 439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 439
Number of participants with account balances 2022-01-01 439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 45
2021: CLOUDREACH, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 188
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 248
Total of all active and inactive participants 2021-01-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 436
Number of participants with account balances 2021-01-01 430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 36
2020: CLOUDREACH, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 168
Number of retired or separated participants receiving benefits 2020-01-01 251
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 419
Number of participants with account balances 2020-01-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 67
2019: CLOUDREACH, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 207
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 163
Total of all active and inactive participants 2019-01-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 370
Number of participants with account balances 2019-01-01 364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 131
2018: CLOUDREACH, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-05-01 170
Total number of active participants reported on line 7a of the Form 5500 2018-05-01 283
Number of retired or separated participants receiving benefits 2018-05-01 0
Number of other retired or separated participants entitled to future benefits 2018-05-01 34
Total of all active and inactive participants 2018-05-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-05-01 0
Total participants 2018-05-01 317
Number of participants with account balances 2018-05-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-05-01 30

Measure	Date	Value
2022: CLOUDREACH, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	174
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	265
Total of all active and inactive participants	2022-01-01	439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	439
Number of participants with account balances	2022-01-01	439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	45
2021: CLOUDREACH, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	188
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	248
Total of all active and inactive participants	2021-01-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	436
Number of participants with account balances	2021-01-01	430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	36
2020: CLOUDREACH, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	168
Number of retired or separated participants receiving benefits	2020-01-01	251
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	419
Number of participants with account balances	2020-01-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	67
2019: CLOUDREACH, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	207
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	163
Total of all active and inactive participants	2019-01-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	370
Number of participants with account balances	2019-01-01	364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	131
2018: CLOUDREACH, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-05-01	170
Total number of active participants reported on line 7a of the Form 5500	2018-05-01	283
Number of retired or separated participants receiving benefits	2018-05-01	0
Number of other retired or separated participants entitled to future benefits	2018-05-01	34
Total of all active and inactive participants	2018-05-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-05-01	0
Total participants	2018-05-01	317
Number of participants with account balances	2018-05-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-05-01	30

Financial Data on CLOUDREACH, INC. 401(K) PLAN

Measure	Date	Value
2022 : CLOUDREACH, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
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	$1,393,462
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,777,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,643,445
Expenses. Certain deemed distributions of participant loans	2022-12-31	$36,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,130,554
Value of total assets at end of year	2022-12-31	$9,800,414
Value of total assets at beginning of year	2022-12-31	$10,184,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$97,799
Total interest from all sources	2022-12-31	$11,466
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	No
Administrative expenses professional fees incurred	2022-12-31	$20,075
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,733,482
Participant contributions at end of year	2022-12-31	$86,435
Participant contributions at beginning of year	2022-12-31	$107,589
Participant contributions at end of year	2022-12-31	$913
Participant contributions at beginning of year	2022-12-31	$10
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$744,470
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$15,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-384,371
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,800,414
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,184,785
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	$77,724
Value of interest in pooled separate accounts at end of year	2022-12-31	$9,322,469
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$9,743,153
Interest on participant loans	2022-12-31	$4,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$6,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$375,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$333,966
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,748,558
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
Contributions received in cash from employer	2022-12-31	$652,602
Employer contributions (assets) at end of year	2022-12-31	$67
Employer contributions (assets) at beginning of year	2022-12-31	$67
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,643,445
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	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2022-12-31	271728945
2021 : CLOUDREACH, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
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	$3,406,537
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,900,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,763,650
Expenses. Certain deemed distributions of participant loans	2021-12-31	$28,529
Value of total corrective distributions	2021-12-31	$2,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,976,118
Value of total assets at end of year	2021-12-31	$10,184,785
Value of total assets at beginning of year	2021-12-31	$9,679,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$106,736
Total interest from all sources	2021-12-31	$9,919
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$28,226
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,516,985
Participant contributions at end of year	2021-12-31	$107,589
Participant contributions at beginning of year	2021-12-31	$105,943
Participant contributions at end of year	2021-12-31	$10
Participant contributions at beginning of year	2021-12-31	$10
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$43,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$505,622
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,184,785
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,679,163
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
Investment advisory and management fees	2021-12-31	$78,510
Value of interest in pooled separate accounts at end of year	2021-12-31	$9,743,153
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$9,241,863
Interest on participant loans	2021-12-31	$5,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$4,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$333,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$331,280
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,420,500
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	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$415,760
Employer contributions (assets) at end of year	2021-12-31	$67
Employer contributions (assets) at beginning of year	2021-12-31	$67
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,763,650
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	Disclaimer
Accountancy firm name	2021-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2021-12-31	271728945
2020 : CLOUDREACH, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$2,896
Total unrealized appreciation/depreciation of assets	2020-12-31	$2,896
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	$2,874
Total income from all sources (including contributions)	2020-12-31	$3,777,321
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,492,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,349,759
Expenses. Certain deemed distributions of participant loans	2020-12-31	$60,390
Value of total corrective distributions	2020-12-31	$2,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,443,405
Value of total assets at end of year	2020-12-31	$9,679,163
Value of total assets at beginning of year	2020-12-31	$7,397,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$80,396
Total interest from all sources	2020-12-31	$9,649
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
Administrative expenses professional fees incurred	2020-12-31	$26,030
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,814,996
Participant contributions at end of year	2020-12-31	$105,943
Participant contributions at beginning of year	2020-12-31	$129,971
Participant contributions at end of year	2020-12-31	$10
Participant contributions at beginning of year	2020-12-31	$76,991
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$2,874
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
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$2,284,451
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,679,163
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,394,712
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
Investment advisory and management fees	2020-12-31	$54,366
Value of interest in pooled separate accounts at end of year	2020-12-31	$9,241,863
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$7,051,953
Interest on participant loans	2020-12-31	$5,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
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	$4,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$331,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$105,484
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,321,371
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	$626,827
Employer contributions (assets) at end of year	2020-12-31	$67
Employer contributions (assets) at beginning of year	2020-12-31	$33,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,349,759
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	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2020-12-31	271728945
2019 : CLOUDREACH, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,218
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,218
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$14,886
Total income from all sources (including contributions)	2019-12-31	$5,260,097
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,385,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,308,462
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,206
Value of total corrective distributions	2019-12-31	$12,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,035,661
Value of total assets at end of year	2019-12-31	$7,397,586
Value of total assets at beginning of year	2019-12-31	$4,534,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$57,588
Total interest from all sources	2019-12-31	$7,243
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	$500,000
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	$2,388,175
Participant contributions at end of year	2019-12-31	$129,971
Participant contributions at beginning of year	2019-12-31	$61,324
Participant contributions at end of year	2019-12-31	$76,991
Participant contributions at beginning of year	2019-12-31	$1,337
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$712,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$2,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$14,886
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	$2,874,980
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,394,712
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,519,732
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
Investment advisory and management fees	2019-12-31	$57,588
Value of interest in pooled separate accounts at end of year	2019-12-31	$7,051,953
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,449,942
Interest on participant loans	2019-12-31	$5,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$105,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$21,279
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,215,975
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	Yes
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	$935,351
Employer contributions (assets) at end of year	2019-12-31	$33,187
Employer contributions (assets) at beginning of year	2019-12-31	$736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,308,462
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	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2019-12-31	271728945
2018 : CLOUDREACH, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$2,600,046
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$12,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,071,309
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$151,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$135,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,428,902
Value of total assets at end of year	2018-12-31	$4,532,545
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,172
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,219,459
Participant contributions at end of year	2018-12-31	$61,324
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$1,337
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$693,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$12,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,920,236
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,520,282
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
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
Investment advisory and management fees	2018-12-31	$15,172
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,449,942
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$247
Interest earned on other investments	2018-12-31	$174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$21,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$21,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-357,593
Net investment gain/loss from pooled separate accounts	2018-12-31	$-358,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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
Contributions received in cash from employer	2018-12-31	$516,215
Employer contributions (assets) at end of year	2018-12-31	$736
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$135,901
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	2018-12-31	No
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	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2018-12-31	271728945

Form 5500 Responses for CLOUDREACH, INC. 401(K) PLAN

2022: CLOUDREACH, INC. 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CLOUDREACH, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CLOUDREACH, INC. 401(K) 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CLOUDREACH, INC. 401(K) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CLOUDREACH, INC. 401(K) PLAN 2018 form 5500 responses
2018-05-01	Type of plan entity	Single employer plan
2018-05-01	First time form 5500 has been submitted	Yes
2018-05-01	Submission has been amended	No
2018-05-01	This submission is the final filing	No
2018-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-05-01	Plan is a collectively bargained plan	No
2018-05-01	Plan funding arrangement – Insurance	Yes
2018-05-01	Plan funding arrangement – Trust	Yes
2018-05-01	Plan benefit arrangement – Insurance	Yes
2018-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 41101 / FY6F

Policy instance

Insurance contract or identification number	GP 41101 / FY6F
Number of Individuals Covered	442
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,814
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4814
Additional information about fees paid to insurance broker	TPA ONGOING ADMIN REIMBURSEMENT PAYMENT
Insurance broker organization code?	5

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 41101 / FY6F

Policy instance

Insurance contract or identification number	GP 41101 / FY6F
Number of Individuals Covered	415
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,747
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	4747
Additional information about fees paid to insurance broker	TPA ONGOING ADMIN REIMBURSEMENT PAYMENT
Insurance broker organization code?	5

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 41101 / FY6F

Policy instance

Insurance contract or identification number	GP 41101 / FY6F
Number of Individuals Covered	415
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,386
Total amount of fees paid to insurance company	USD $1,953
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,219
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 41101 / FY6F

Policy instance

Insurance contract or identification number	GP 41101 / FY6F
Number of Individuals Covered	431
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $24,469
Total amount of fees paid to insurance company	USD $1,289
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,469
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

GP 41101 / FY6F

Policy instance

Insurance contract or identification number	GP 41101 / FY6F
Number of Individuals Covered	308
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $5,110
Total amount of fees paid to insurance company	USD $2,444
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5
Amount paid for insurance broker fees	2000
Additional information about fees paid to insurance broker	TPA SUBSIDY
Insurance broker organization code?	5

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Company Name:	CLOUDREACH, INC.
Employer identification number (EIN):	465416414
NAIC Classification:	519100