401k Plan data: MYVEST CORPORATION RETIREMENT TRUST plan

MYVEST CORPORATION RETIREMENT TRUST 401k Plan overview

Plan Name	MYVEST CORPORATION RETIREMENT TRUST
Plan identification number	001

MYVEST CORPORATION RETIREMENT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

MYVEST CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: MYVEST CORPORATION

Employer identification number (EIN): 470902011

NAIC Classification: 523900

Additional information about MYVEST CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3608110

More information about MYVEST CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MYVEST CORPORATION RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHAEL STANLEY 2023-08-17
001 2021-01-01 MICHAEL STANLEY 2022-10-05
001 2020-01-01 MICHAEL STANLEY 2021-10-11
001 2018-01-01
001 2017-01-01
001 2016-01-01 DANIEL DE MOS 2017-05-25
001 2015-01-01 JENNIFER HARTMANN 2016-07-25
001 2014-01-01 JENNIFER HARTMANN 2015-07-20
001 2013-01-01 JENNIFER HARTMANN 2014-04-22
001 2012-01-01 JENNIFER HARTMANN 2013-10-08 JENNIFER HARTMANN 2013-10-08
001 2011-01-01 PAUL BERGHOLM 2012-07-19 PAUL BERGHOLM 2012-07-19
001 2010-01-01 VIOLA GHEORGHIU 2011-07-12 VIOLA GHEORGHIU 2011-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MICHAEL STANLEY	2023-08-17
001	2021-01-01	MICHAEL STANLEY	2022-10-05
001	2020-01-01	MICHAEL STANLEY	2021-10-11
001	2018-01-01
001	2017-01-01
001	2016-01-01	DANIEL DE MOS	2017-05-25
001	2015-01-01	JENNIFER HARTMANN	2016-07-25
001	2014-01-01	JENNIFER HARTMANN	2015-07-20
001	2013-01-01	JENNIFER HARTMANN	2014-04-22
001	2012-01-01	JENNIFER HARTMANN	2013-10-08	JENNIFER HARTMANN	2013-10-08
001	2011-01-01	PAUL BERGHOLM	2012-07-19	PAUL BERGHOLM	2012-07-19
001	2010-01-01	VIOLA GHEORGHIU	2011-07-12	VIOLA GHEORGHIU	2011-07-12

Plan Statistics for MYVEST CORPORATION RETIREMENT TRUST

401k plan membership statisitcs for MYVEST CORPORATION RETIREMENT TRUST

Measure Date Value
2022: MYVEST CORPORATION RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 123
Number of other retired or separated participants entitled to future benefits 2022-01-01 25
Total of all active and inactive participants 2022-01-01 148
Total participants 2022-01-01 148
Number of participants with account balances 2022-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MYVEST CORPORATION RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 116
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 139
Total participants 2021-01-01 139
Number of participants with account balances 2021-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MYVEST CORPORATION RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 115
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 131
Total participants 2020-01-01 131
Number of participants with account balances 2020-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: MYVEST CORPORATION RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	123
Number of other retired or separated participants entitled to future benefits	2022-01-01	25
Total of all active and inactive participants	2022-01-01	148
Total participants	2022-01-01	148
Number of participants with account balances	2022-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MYVEST CORPORATION RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	116
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	139
Total participants	2021-01-01	139
Number of participants with account balances	2021-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MYVEST CORPORATION RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	115
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	131
Total participants	2020-01-01	131
Number of participants with account balances	2020-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on MYVEST CORPORATION RETIREMENT TRUST

Measure	Date	Value
2022 : MYVEST CORPORATION RETIREMENT TRUST 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-765,722
Total of all expenses incurred	2022-12-31	$930,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$925,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,254,912
Value of total assets at end of year	2022-12-31	$14,679,697
Value of total assets at beginning of year	2022-12-31	$16,375,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,664
Total interest from all sources	2022-12-31	$14,982
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$295,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$295,807
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	$1,837,068
Participant contributions at end of year	2022-12-31	$190,634
Participant contributions at beginning of year	2022-12-31	$117,326
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$14,857
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	$-1,695,907
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,679,697
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,375,604
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	$4,664
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,921,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,759,688
Interest on participant loans	2022-12-31	$9,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$371,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$314,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$314,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$5,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,331,423
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	No
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	$402,987
Employer contributions (assets) at end of year	2022-12-31	$197,006
Employer contributions (assets) at beginning of year	2022-12-31	$183,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$925,521
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	MOSS ADAMS, LLP
Accountancy firm EIN	2022-12-31	910189318
2021 : MYVEST CORPORATION RETIREMENT TRUST 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,368,661
Total of all expenses incurred	2021-12-31	$319,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$316,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,098,351
Value of total assets at end of year	2021-12-31	$16,375,604
Value of total assets at beginning of year	2021-12-31	$12,326,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,181
Total interest from all sources	2021-12-31	$6,985
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$739,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$739,471
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,707,107
Participant contributions at end of year	2021-12-31	$117,326
Participant contributions at beginning of year	2021-12-31	$120,307
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$292
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	$4,048,812
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,375,604
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,326,792
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	$3,181
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,759,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,593,962
Interest on participant loans	2021-12-31	$6,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$314,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$421,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$421,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$65
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,523,854
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	$390,952
Employer contributions (assets) at end of year	2021-12-31	$183,693
Employer contributions (assets) at beginning of year	2021-12-31	$191,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$316,668
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	MOSS ADAMS, LLP
Accountancy firm EIN	2021-12-31	910189318
2020 : MYVEST CORPORATION RETIREMENT TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,665,548
Total of all expenses incurred	2020-12-31	$855,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$851,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,053,374
Value of total assets at end of year	2020-12-31	$12,135,388
Value of total assets at beginning of year	2020-12-31	$9,325,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,191
Total interest from all sources	2020-12-31	$11,664
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$182,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$182,272
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,659,347
Participant contributions at end of year	2020-12-31	$120,307
Participant contributions at beginning of year	2020-12-31	$113,774
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$14,531
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	$2,809,828
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,135,388
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,325,560
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	$4,191
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,593,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,785,406
Interest on participant loans	2020-12-31	$8,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$421,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$426,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$426,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,418,238
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	No
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	$379,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$851,529
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2020-12-31	910189318

Form 5500 Responses for MYVEST CORPORATION RETIREMENT TRUST

2022: MYVEST CORPORATION RETIREMENT TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MYVEST CORPORATION RETIREMENT TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MYVEST CORPORATION RETIREMENT TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MYVEST CORPORATION
Employer identification number (EIN):	470902011
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3608110