401k Plan data: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN plan

BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN
Plan identification number	001

BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BILTMORE WORKFORCE MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: BILTMORE WORKFORCE MANAGEMENT, LLC

Employer identification number (EIN): 473797737

NAIC Classification: 713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 SARAH HENDERSON
001 2023-01-01 SARAH HENDERSON
001 2022-01-01
001 2022-01-01 SARAH HENDERSON
001 2021-01-01
001 2021-01-01 SARAH HENDERSON
001 2020-01-01
001 2019-01-01
001 2017-01-01 VICKI BANKS VICKI BANKS 2018-10-12

Plan Statistics for BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,620
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,259
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 307
Total of all active and inactive participants 2022-01-01 1,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 10
Total participants 2022-01-01 1,579
Number of participants with account balances 2022-01-01 1,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 26
2021: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,641
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,198
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 309
Total of all active and inactive participants 2021-01-01 1,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 9
Total participants 2021-01-01 1,519
Number of participants with account balances 2021-01-01 1,470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 20
2020: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,931
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,215
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 391
Total of all active and inactive participants 2020-01-01 1,606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 11
Total participants 2020-01-01 1,617
Number of participants with account balances 2020-01-01 1,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 102
2019: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,796
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,595
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 287
Total of all active and inactive participants 2019-01-01 1,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 1,884
Number of participants with account balances 2019-01-01 1,766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 17
2017: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,776
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,351
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 236
Total of all active and inactive participants 2017-01-01 1,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 4
Total participants 2017-01-01 1,591
Number of participants with account balances 2017-01-01 1,493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11

Measure	Date	Value
2022: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,620
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,259
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	307
Total of all active and inactive participants	2022-01-01	1,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	10
Total participants	2022-01-01	1,579
Number of participants with account balances	2022-01-01	1,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	26
2021: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,641
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,198
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	309
Total of all active and inactive participants	2021-01-01	1,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	9
Total participants	2021-01-01	1,519
Number of participants with account balances	2021-01-01	1,470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	20
2020: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,931
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,215
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	391
Total of all active and inactive participants	2020-01-01	1,606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	11
Total participants	2020-01-01	1,617
Number of participants with account balances	2020-01-01	1,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	102
2019: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,796
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,595
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	287
Total of all active and inactive participants	2019-01-01	1,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	1,884
Number of participants with account balances	2019-01-01	1,766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	17
2017: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,776
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,351
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	236
Total of all active and inactive participants	2017-01-01	1,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	4
Total participants	2017-01-01	1,591
Number of participants with account balances	2017-01-01	1,493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11

Financial Data on BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-11,182,209
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,589,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,461,771
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,554,948
Value of total assets at end of year	2022-12-31	$75,915,449
Value of total assets at beginning of year	2022-12-31	$92,687,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$128,877
Total interest from all sources	2022-12-31	$17,438
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$795,447
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	$795,447
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
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	$4,401,641
Participant contributions at end of year	2022-12-31	$397,716
Participant contributions at beginning of year	2022-12-31	$376,952
Participant contributions at end of year	2022-12-31	$447
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$64,066
Other income not declared elsewhere	2022-12-31	$15,903
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	$-16,772,089
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$75,915,449
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$92,687,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$53,498,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$71,912,991
Interest on participant loans	2022-12-31	$17,438
Value of interest in common/collective trusts at end of year	2022-12-31	$22,018,740
Value of interest in common/collective trusts at beginning of year	2022-12-31	$20,373,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-15,714,541
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,851,404
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	$2,089,241
Employer contributions (assets) at end of year	2022-12-31	$339
Employer contributions (assets) at beginning of year	2022-12-31	$24,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,461,771
Contract administrator fees	2022-12-31	$128,877
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	FORVIS LLP
Accountancy firm EIN	2022-12-31	440160260
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-11,182,209
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$5,589,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$5,461,771
Expenses. Certain deemed distributions of participant loans	2022-01-01	$-768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$6,554,948
Value of total assets at end of year	2022-01-01	$75,915,449
Value of total assets at beginning of year	2022-01-01	$92,687,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$128,877
Total interest from all sources	2022-01-01	$17,438
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$795,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$795,447
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$5,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$4,401,641
Participant contributions at end of year	2022-01-01	$397,716
Participant contributions at beginning of year	2022-01-01	$376,952
Participant contributions at end of year	2022-01-01	$447
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$64,066
Other income not declared elsewhere	2022-01-01	$15,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-16,772,089
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$75,915,449
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$92,687,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$53,498,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$71,912,991
Interest on participant loans	2022-01-01	$17,438
Value of interest in common/collective trusts at end of year	2022-01-01	$22,018,740
Value of interest in common/collective trusts at beginning of year	2022-01-01	$20,373,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-15,714,541
Net investment gain or loss from common/collective trusts	2022-01-01	$-2,851,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$2,089,241
Employer contributions (assets) at end of year	2022-01-01	$339
Employer contributions (assets) at beginning of year	2022-01-01	$24,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$5,461,771
Contract administrator fees	2022-01-01	$128,877
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	FORVIS LLP
Accountancy firm EIN	2022-01-01	440160260
2021 : BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$18,494,114
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$6,488,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$6,323,213
Expenses. Certain deemed distributions of participant loans	2021-12-31	$768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,226,912
Value of total assets at end of year	2021-12-31	$92,687,538
Value of total assets at beginning of year	2021-12-31	$80,682,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$164,860
Total interest from all sources	2021-12-31	$24,308
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$618,296
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	$618,296
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
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	$3,800,830
Participant contributions at end of year	2021-12-31	$376,952
Participant contributions at beginning of year	2021-12-31	$400,146
Participant contributions at beginning of year	2021-12-31	$-196
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$224,045
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$49
Other income not declared elsewhere	2021-12-31	$11,946
Administrative expenses (other) incurred	2021-12-31	$70,361
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	$12,005,273
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$92,687,538
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$80,682,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$71,912,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$60,664,169
Interest on participant loans	2021-12-31	$24,308
Value of interest in common/collective trusts at end of year	2021-12-31	$20,373,595
Value of interest in common/collective trusts at beginning of year	2021-12-31	$19,597,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$8,683,781
Net investment gain or loss from common/collective trusts	2021-12-31	$2,928,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,202,037
Employer contributions (assets) at end of year	2021-12-31	$24,000
Employer contributions (assets) at beginning of year	2021-12-31	$20,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,323,164
Contract administrator fees	2021-12-31	$94,499
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	FORVIS LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$28,024,349
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$7,597,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,433,712
Expenses. Certain deemed distributions of participant loans	2020-12-31	$7,366
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$14,030,644
Value of total assets at end of year	2020-12-31	$80,682,265
Value of total assets at beginning of year	2020-12-31	$60,255,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$156,078
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$23,271
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$531,210
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	$531,210
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$3,142,655
Participant contributions at end of year	2020-12-31	$400,146
Participant contributions at beginning of year	2020-12-31	$510,338
Participant contributions at end of year	2020-12-31	$-196
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$9,301,753
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$3,516
Administrative expenses (other) incurred	2020-12-31	$156,078
Liabilities. Value of operating payables at beginning of year	2020-12-31	$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	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$20,427,193
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$80,682,265
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$60,255,072
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$60,664,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$44,978,914
Interest on participant loans	2020-12-31	$23,271
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$19,597,291
Value of interest in common/collective trusts at beginning of year	2020-12-31	$14,765,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$11,057,239
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$2,378,469
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	$1,586,236
Employer contributions (assets) at end of year	2020-12-31	$20,855
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,433,712
Contract administrator fees	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DIXON HUGHES GOODMAN
Accountancy firm EIN	2020-12-31	560747981
2019 : BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$17,184,067
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$6,301,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,191,969
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-8,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,552,248
Value of total assets at end of year	2019-12-31	$60,255,072
Value of total assets at beginning of year	2019-12-31	$49,372,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$118,456
Total interest from all sources	2019-12-31	$25,573
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$610,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$610,607
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
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	$3,523,645
Participant contributions at end of year	2019-12-31	$510,338
Participant contributions at beginning of year	2019-12-31	$462,426
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$232,356
Other income not declared elsewhere	2019-12-31	$191
Administrative expenses (other) incurred	2019-12-31	$118,456
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$10,882,575
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$60,255,072
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$49,372,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$44,978,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$36,392,669
Interest on participant loans	2019-12-31	$25,573
Value of interest in common/collective trusts at end of year	2019-12-31	$14,765,820
Value of interest in common/collective trusts at beginning of year	2019-12-31	$12,517,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,606,484
Net investment gain or loss from common/collective trusts	2019-12-31	$2,388,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,796,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,191,969
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2019-12-31	560747981
2018 : BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
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	$2,858,865
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,673,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,568,103
Expenses. Certain deemed distributions of participant loans	2018-12-31	$7,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,133,655
Value of total assets at end of year	2018-12-31	$49,372,497
Value of total assets at beginning of year	2018-12-31	$49,186,885
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$97,467
Total interest from all sources	2018-12-31	$25,402
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$499,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$499,861
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
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	$3,356,715
Participant contributions at end of year	2018-12-31	$462,426
Participant contributions at beginning of year	2018-12-31	$463,885
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$16,220
Other income not declared elsewhere	2018-12-31	$-43
Administrative expenses (other) incurred	2018-12-31	$97,467
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash 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	$185,612
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$49,372,497
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$49,186,885
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$36,392,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$35,835,201
Interest on participant loans	2018-12-31	$25,402
Value of interest in common/collective trusts at end of year	2018-12-31	$12,517,402
Value of interest in common/collective trusts at beginning of year	2018-12-31	$12,887,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,616,870
Net investment gain or loss from common/collective trusts	2018-12-31	$-183,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
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	$1,760,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,568,103
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2018-12-31	560747981
2017 : BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$11,974,110
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,689,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,603,979
Expenses. Certain deemed distributions of participant loans	2017-12-31	$-4,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,642,354
Value of total assets at end of year	2017-12-31	$49,186,885
Value of total assets at beginning of year	2017-12-31	$39,902,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$89,728
Total interest from all sources	2017-12-31	$15,684
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$416,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$416,340
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,832,155
Participant contributions at end of year	2017-12-31	$463,885
Participant contributions at beginning of year	2017-12-31	$365,857
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$274,624
Other income not declared elsewhere	2017-12-31	$205
Administrative expenses (other) incurred	2017-12-31	$89,728
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$9,284,722
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$49,186,885
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$39,902,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$35,835,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$27,464,763
Interest on participant loans	2017-12-31	$15,684
Value of interest in common/collective trusts at end of year	2017-12-31	$12,887,799
Value of interest in common/collective trusts at beginning of year	2017-12-31	$12,071,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,265,186
Net investment gain or loss from common/collective trusts	2017-12-31	$1,634,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,535,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,603,979
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2017-12-31	560747981

Form 5500 Responses for BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN

2022: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: BILTMORE WORKFORCE MANAGEMENT 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BILTMORE WORKFORCE MANAGEMENT, LLC
Employer identification number (EIN):	473797737
NAIC Classification:	713900

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	SARAH HENDERSON
001	2023-01-01	SARAH HENDERSON
001	2022-01-01
001	2022-01-01	SARAH HENDERSON
001	2021-01-01
001	2021-01-01	SARAH HENDERSON
001	2020-01-01
001	2019-01-01
001	2017-01-01	VICKI BANKS	VICKI BANKS	2018-10-12