401k Plan data: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN plan

SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 401k Plan overview

Plan Name	SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN
Plan identification number	001

SPECTRUM ASSOCIATION MANAGEMENT LEASING, 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: ORANGEBOX ENTERPRISES, INC.

Employer identification number (EIN): 472536042

NAIC Classification: 531310

Additional information about ORANGEBOX ENTERPRISES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2014-06-26

Company Identification Number: 0802016766

Legal Registered Office Address: 17319 SAN PEDRO AVE STE 318

SAN ANTONIO
United States of America (USA)
78232

More information about ORANGEBOX ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECTRUM ASSOCIATION MANAGEMENT LEASING, 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 2017-01-01 CRYSTAL OGBURN 2018-10-09 CRYSTAL OGBURN 2018-10-09
001 2016-01-01 RENE BUNSE
001 2016-01-01 RENE BUNSE
001 2015-01-01 NICHOLE FESTA
001 2014-01-01 NICHOLE FESTA 2015-06-15

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	2017-01-01	CRYSTAL OGBURN	2018-10-09	CRYSTAL OGBURN	2018-10-09
001	2016-01-01	RENE BUNSE
001	2016-01-01	RENE BUNSE
001	2015-01-01	NICHOLE FESTA
001	2014-01-01	NICHOLE FESTA	2015-06-15

Plan Statistics for SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN

401k plan membership statisitcs for SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN

Measure Date Value
2022: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 220
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 160
Total of all active and inactive participants 2022-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 380
Number of participants with account balances 2022-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 27
2021: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 220
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 160
Total of all active and inactive participants 2021-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 381
Number of participants with account balances 2021-01-01 327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 38
2020: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 210
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 237
Number of participants with account balances 2020-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 35
2016: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 64
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 65
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 136
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 137
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	220
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	160
Total of all active and inactive participants	2022-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	380
Number of participants with account balances	2022-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	27
2021: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	220
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	160
Total of all active and inactive participants	2021-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	381
Number of participants with account balances	2021-01-01	327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	38
2020: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	210
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	237
Number of participants with account balances	2020-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	35
2016: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	64
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	65
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	136
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	137
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN

Measure	Date	Value
2022 : SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$143,358
Total of all expenses incurred	2022-12-31	$196,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$185,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$519,346
Value of total assets at end of year	2022-12-31	$2,075,307
Value of total assets at beginning of year	2022-12-31	$2,128,288
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$10,924
Total interest from all sources	2022-12-31	$1,842
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
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$250,000
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	$348,998
Participant contributions at end of year	2022-12-31	$38,197
Participant contributions at beginning of year	2022-12-31	$12,469
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$31,405
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$59,574
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	$-52,981
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,075,307
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,128,288
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 pooled separate accounts at end of year	2022-12-31	$1,926,757
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,056,245
Interest on participant loans	2022-12-31	$1,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$108,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-377,830
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	$138,943
Employer contributions (assets) at end of year	2022-12-31	$1,815
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$185,415
Contract administrator fees	2022-12-31	$10,924
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	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2022-12-31	455497718
2021 : SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$714,649
Total of all expenses incurred	2021-12-31	$129,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$123,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$512,238
Value of total assets at end of year	2021-12-31	$2,128,288
Value of total assets at beginning of year	2021-12-31	$1,543,161
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,618
Total interest from all sources	2021-12-31	$647
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
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
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	$310,247
Participant contributions at end of year	2021-12-31	$12,469
Participant contributions at beginning of year	2021-12-31	$19,347
Participant contributions at end of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$72,617
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$59,574
Total non interest bearing cash at beginning of year	2021-12-31	$34,799
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	$585,127
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,128,288
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,543,161
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 pooled separate accounts at end of year	2021-12-31	$2,056,245
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,489,015
Interest on participant loans	2021-12-31	$647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$201,764
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	$129,374
Employer contributions (assets) at end of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$123,904
Contract administrator fees	2021-12-31	$5,618
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	SOL SCHWARTZ & ASSOCIATES, PC
Accountancy firm EIN	2021-12-31	742392222
2020 : SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$595,176
Total of all expenses incurred	2020-12-31	$142,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$137,008
Expenses. Certain deemed distributions of participant loans	2020-12-31	$38
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$443,738
Value of total assets at end of year	2020-12-31	$1,543,161
Value of total assets at beginning of year	2020-12-31	$1,090,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,561
Total interest from all sources	2020-12-31	$721
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	$250,000
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	$295,461
Participant contributions at end of year	2020-12-31	$19,347
Participant contributions at beginning of year	2020-12-31	$14,057
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	$452,569
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,543,161
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,090,592
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 pooled separate accounts at end of year	2020-12-31	$1,397,294
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,010,167
Interest on participant loans	2020-12-31	$721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$126,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$66,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$150,717
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	$148,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$137,008
Contract administrator fees	2020-12-31	$5,561
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	SOL SCHWARTZ & ASSOCIATES, PC
Accountancy firm EIN	2020-12-31	742392222
2016 : SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$19,574
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$5,842
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$42
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,472
Value of total assets at end of year	2016-12-31	$6,582
Value of total assets at beginning of year	2016-12-31	$20,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$42
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$5,472
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$5,800
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,582
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$20,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$6,582
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$18,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,938
Net investment gain or loss from common/collective trusts	2016-12-31	$370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contract administrator fees	2016-12-31	$42
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HRP CPAS
Accountancy firm EIN	2016-12-31	812024313
2015 : SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$20,009
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$26
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$20,053
Value of total assets at end of year	2015-12-31	$20,356
Value of total assets at beginning of year	2015-12-31	$373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$26
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$26
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$20,053
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$19,983
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$20,356
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$18,418
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-44
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HRP CPAS
Accountancy firm EIN	2015-12-31	812024313

Form 5500 Responses for SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN

2022: SPECTRUM ASSOCIATION MANAGEMENT LEASING, 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	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2016: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SPECTRUM ASSOCIATION MANAGEMENT LEASING, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819026

Policy instance

Insurance contract or identification number	819026
Number of Individuals Covered	336
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ORANGEBOX ENTERPRISES LEASING B (National Association of Insurance Commissioners NAIC id number: 53139 )

Policy contract number

819026

Policy instance

Insurance contract or identification number	819026
Number of Individuals Covered	334
Total amount of fees paid to insurance company	USD $754
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	754
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

ORANGEBOX ENTERPRISES LEASING B (National Association of Insurance Commissioners NAIC id number: 53139 )

Policy contract number

819026

Policy instance

Insurance contract or identification number	819026
Number of Individuals Covered	294
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $563
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	436
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805192-000

Policy instance

Insurance contract or identification number	805192-000
Number of Individuals Covered	7
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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	0
Additional information about fees paid to insurance broker	TPA
Insurance broker organization code?	5
Insurance broker name	KB ACTUARIAL, INC.

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Company Name:	ORANGEBOX ENTERPRISES, INC.
Employer identification number (EIN):	472536042
NAIC Classification:	531310

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2014-06-26
Company Identification Number:	0802016766
Legal Registered Office Address:	17319 SAN PEDRO AVE STE 318 SAN ANTONIO United States of America (USA) 78232