401k Plan data: SYMPHONY MULTIPLE EMPLOYER PLAN plan

SYMPHONY MULTIPLE EMPLOYER PLAN 401k Plan overview

Plan Name	SYMPHONY MULTIPLE EMPLOYER PLAN
Plan identification number	002

SYMPHONY MULTIPLE EMPLOYER 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.
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

MAESTRO CONSULTING SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: MAESTRO CONSULTING SERVICES, LLC

Employer identification number (EIN): 475109722

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYMPHONY MULTIPLE EMPLOYER PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 SCOTT STRONG SCOTT STRONG 2018-10-12
002 2016-01-01 SCOTT STRONG SCOTT STRONG 2017-10-12
002 2016-01-01 SCOTT STRONG SCOTT STRONG 2018-03-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	SCOTT STRONG	SCOTT STRONG	2018-10-12
002	2016-01-01	SCOTT STRONG	SCOTT STRONG	2017-10-12
002	2016-01-01	SCOTT STRONG	SCOTT STRONG	2018-03-30

Plan Statistics for SYMPHONY MULTIPLE EMPLOYER PLAN

401k plan membership statisitcs for SYMPHONY MULTIPLE EMPLOYER PLAN

Measure Date Value
2022: SYMPHONY MULTIPLE EMPLOYER PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,749
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,746
Number of retired or separated participants receiving benefits 2022-01-01 18
Number of other retired or separated participants entitled to future benefits 2022-01-01 696
Total of all active and inactive participants 2022-01-01 2,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 6
Total participants 2022-01-01 2,466
Number of participants with account balances 2022-01-01 1,900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 512
2021: SYMPHONY MULTIPLE EMPLOYER PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,173
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,650
Number of retired or separated participants receiving benefits 2021-01-01 34
Number of other retired or separated participants entitled to future benefits 2021-01-01 705
Total of all active and inactive participants 2021-01-01 2,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 2,392
Number of participants with account balances 2021-01-01 1,823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 566
2020: SYMPHONY MULTIPLE EMPLOYER PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,273
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,574
Number of retired or separated participants receiving benefits 2020-01-01 40
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 2,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2,005
Number of participants with account balances 2020-01-01 1,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 400
2019: SYMPHONY MULTIPLE EMPLOYER PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,227
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,754
Number of retired or separated participants receiving benefits 2019-01-01 14
Number of other retired or separated participants entitled to future benefits 2019-01-01 359
Total of all active and inactive participants 2019-01-01 2,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,127
Number of participants with account balances 2019-01-01 1,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 300
2018: SYMPHONY MULTIPLE EMPLOYER PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4,049
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,723
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 443
Total of all active and inactive participants 2018-01-01 2,166
Total participants 2018-01-01 2,166
Number of participants with account balances 2018-01-01 1,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 340
2017: SYMPHONY MULTIPLE EMPLOYER PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4,159
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3,536
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 513
Total of all active and inactive participants 2017-01-01 4,049
Total participants 2017-01-01 4,049
Number of participants with account balances 2017-01-01 1,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 475
2016: SYMPHONY MULTIPLE EMPLOYER PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4,387
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3,658
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 282
Total of all active and inactive participants 2016-01-01 3,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3,940
Number of participants with account balances 2016-01-01 1,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 264

Measure	Date	Value
2022: SYMPHONY MULTIPLE EMPLOYER PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,749
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,746
Number of retired or separated participants receiving benefits	2022-01-01	18
Number of other retired or separated participants entitled to future benefits	2022-01-01	696
Total of all active and inactive participants	2022-01-01	2,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	6
Total participants	2022-01-01	2,466
Number of participants with account balances	2022-01-01	1,900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	512
2021: SYMPHONY MULTIPLE EMPLOYER PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,173
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,650
Number of retired or separated participants receiving benefits	2021-01-01	34
Number of other retired or separated participants entitled to future benefits	2021-01-01	705
Total of all active and inactive participants	2021-01-01	2,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	2,392
Number of participants with account balances	2021-01-01	1,823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	566
2020: SYMPHONY MULTIPLE EMPLOYER PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,273
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,574
Number of retired or separated participants receiving benefits	2020-01-01	40
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	2,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2,005
Number of participants with account balances	2020-01-01	1,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	400
2019: SYMPHONY MULTIPLE EMPLOYER PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,227
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,754
Number of retired or separated participants receiving benefits	2019-01-01	14
Number of other retired or separated participants entitled to future benefits	2019-01-01	359
Total of all active and inactive participants	2019-01-01	2,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,127
Number of participants with account balances	2019-01-01	1,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	300
2018: SYMPHONY MULTIPLE EMPLOYER PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4,049
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,723
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	443
Total of all active and inactive participants	2018-01-01	2,166
Total participants	2018-01-01	2,166
Number of participants with account balances	2018-01-01	1,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	340
2017: SYMPHONY MULTIPLE EMPLOYER PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4,159
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3,536
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	513
Total of all active and inactive participants	2017-01-01	4,049
Total participants	2017-01-01	4,049
Number of participants with account balances	2017-01-01	1,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	475
2016: SYMPHONY MULTIPLE EMPLOYER PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4,387
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3,658
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	282
Total of all active and inactive participants	2016-01-01	3,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3,940
Number of participants with account balances	2016-01-01	1,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	264

Financial Data on SYMPHONY MULTIPLE EMPLOYER PLAN

Measure	Date	Value
2022 : SYMPHONY MULTIPLE EMPLOYER 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	$-1,271,280
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,910,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,649,623
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,773
Value of total corrective distributions	2022-12-31	$784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,488,356
Value of total assets at end of year	2022-12-31	$25,842,779
Value of total assets at beginning of year	2022-12-31	$31,024,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$258,180
Total interest from all sources	2022-12-31	$25,484
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$290,997
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	$290,997
Administrative expenses professional fees incurred	2022-12-31	$6,856
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	$3,169,948
Participant contributions at end of year	2022-12-31	$495,070
Participant contributions at beginning of year	2022-12-31	$532,006
Participant contributions at end of year	2022-12-31	$36,574
Participant contributions at beginning of year	2022-12-31	$19,326
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$11,548
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	$-5,181,640
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,842,779
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$31,024,419
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	$49,999
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$24,024,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$29,212,705
Interest on participant loans	2022-12-31	$25,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,283,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,258,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,076,117
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	$306,860
Employer contributions (assets) at end of year	2022-12-31	$3,404
Employer contributions (assets) at beginning of year	2022-12-31	$1,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,649,623
Contract administrator fees	2022-12-31	$201,325
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	JMM CPA
Accountancy firm EIN	2022-12-31	472940358
2021 : SYMPHONY MULTIPLE EMPLOYER PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$4,858,904
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	$23,624
Total income from all sources (including contributions)	2021-12-31	$7,344,172
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,909,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,659,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,636,212
Value of total assets at end of year	2021-12-31	$31,024,419
Value of total assets at beginning of year	2021-12-31	$23,754,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$250,046
Total interest from all sources	2021-12-31	$30,752
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$347,029
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	$347,029
Administrative expenses professional fees incurred	2021-12-31	$8,943
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,123,185
Participant contributions at end of year	2021-12-31	$532,006
Participant contributions at beginning of year	2021-12-31	$486,592
Participant contributions at end of year	2021-12-31	$19,326
Participant contributions at beginning of year	2021-12-31	$20,809
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$205,149
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	$2,434,750
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$31,024,419
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$23,730,765
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	$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$29,212,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,982,462
Interest on participant loans	2021-12-31	$30,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,258,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,262,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,330,179
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	$307,878
Employer contributions (assets) at end of year	2021-12-31	$1,933
Employer contributions (assets) at beginning of year	2021-12-31	$2,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,659,376
Contract administrator fees	2021-12-31	$191,103
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$23,624
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	JMM CPA
Accountancy firm EIN	2021-12-31	472940358
2020 : SYMPHONY MULTIPLE EMPLOYER PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$10,010
Total income from all sources (including contributions)	2020-12-31	$6,623,481
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,783,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,504,634
Value of total corrective distributions	2020-12-31	$4,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,326,550
Value of total assets at end of year	2020-12-31	$23,754,389
Value of total assets at beginning of year	2020-12-31	$19,924,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$274,386
Total interest from all sources	2020-12-31	$17,755
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$211,328
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	$211,328
Administrative expenses professional fees incurred	2020-12-31	$5,666
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	Yes
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	$2,961,243
Participant contributions at end of year	2020-12-31	$486,592
Participant contributions at beginning of year	2020-12-31	$559,299
Participant contributions at end of year	2020-12-31	$20,809
Participant contributions at beginning of year	2020-12-31	$15,329
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$75,696
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$10,010
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	$3,839,562
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$23,754,389
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,914,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$66,941
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$21,982,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,972,673
Interest on participant loans	2020-12-31	$17,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,262,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,376,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,067,848
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	$289,611
Employer contributions (assets) at end of year	2020-12-31	$2,053
Employer contributions (assets) at beginning of year	2020-12-31	$1,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,504,634
Contract administrator fees	2020-12-31	$201,779
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	2020-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$23,624
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JMM CPA
Accountancy firm EIN	2020-12-31	472940358
2019 : SYMPHONY MULTIPLE EMPLOYER PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$10,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,162
Total income from all sources (including contributions)	2019-12-31	$6,331,011
Total of all expenses incurred	2019-12-31	$3,203,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,790,347
Expenses. Certain deemed distributions of participant loans	2019-12-31	$93,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,760,900
Value of total assets at end of year	2019-12-31	$19,924,837
Value of total assets at beginning of year	2019-12-31	$16,788,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$319,663
Total interest from all sources	2019-12-31	$124,020
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$951,701
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	$951,701
Administrative expenses professional fees incurred	2019-12-31	$319,663
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,481,985
Participant contributions at end of year	2019-12-31	$15,329
Participant contributions at beginning of year	2019-12-31	$47,275
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$35,908
Assets. Loans (other than to participants) at end of year	2019-12-31	$559,299
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$625,224
Other income not declared elsewhere	2019-12-31	$35,334
Liabilities. Value of operating payables at end of year	2019-12-31	$10,010
Liabilities. Value of operating payables at beginning of year	2019-12-31	$1,162
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	$3,127,538
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,914,827
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,787,289
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	$17,972,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,791,567
Interest on participant loans	2019-12-31	$91,488
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$31,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,376,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,319,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,459,056
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
Assets. Value of employer real property at end of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$243,007
Employer contributions (assets) at end of year	2019-12-31	$1,522
Employer contributions (assets) at beginning of year	2019-12-31	$4,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,790,347
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
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	JMM CPA
Accountancy firm EIN	2019-12-31	472940358
2018 : SYMPHONY MULTIPLE EMPLOYER PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$4,666,030
Total transfer of assets from this plan	2018-12-31	$638,491
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$199
Total income from all sources (including contributions)	2018-12-31	$1,762,178
Total of all expenses incurred	2018-12-31	$3,212,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,794,698
Expenses. Certain deemed distributions of participant loans	2018-12-31	$127,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,253,891
Value of total assets at end of year	2018-12-31	$16,788,451
Value of total assets at beginning of year	2018-12-31	$14,209,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$290,288
Total interest from all sources	2018-12-31	$52,356
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$757,139
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	$757,139
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$1,902,325
Participant contributions at end of year	2018-12-31	$47,275
Participant contributions at beginning of year	2018-12-31	$29,900
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$164,117
Assets. Loans (other than to participants) at end of year	2018-12-31	$625,224
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$529,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$199
Other income not declared elsewhere	2018-12-31	$109
Liabilities. Value of operating payables at end of year	2018-12-31	$1,162
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
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-1,450,020
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,787,289
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,209,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$290,288
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,791,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,296,699
Interest on participant loans	2018-12-31	$23,765
Interest earned on other investments	2018-12-31	$27,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,319,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,351,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,301,317
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
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	$187,449
Employer contributions (assets) at end of year	2018-12-31	$4,616
Employer contributions (assets) at beginning of year	2018-12-31	$2,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,794,698
Contract administrator fees	2018-12-31	$0
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	JMM CPA
Accountancy firm EIN	2018-12-31	472940358
2017 : SYMPHONY MULTIPLE EMPLOYER PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$508,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$333
Total income from all sources (including contributions)	2017-12-31	$4,113,254
Total of all expenses incurred	2017-12-31	$2,363,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,979,062
Expenses. Certain deemed distributions of participant loans	2017-12-31	$120,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,285,556
Value of total assets at end of year	2017-12-31	$14,209,969
Value of total assets at beginning of year	2017-12-31	$12,969,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$263,895
Total interest from all sources	2017-12-31	$54,281
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$294,372
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	$294,372
Administrative expenses professional fees incurred	2017-12-31	$221,133
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$1,941,660
Participant contributions at end of year	2017-12-31	$529,230
Participant contributions at beginning of year	2017-12-31	$495,124
Participant contributions at end of year	2017-12-31	$29,900
Participant contributions at beginning of year	2017-12-31	$27,231
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$151,897
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$333
Other income not declared elsewhere	2017-12-31	$3,103
Administrative expenses (other) incurred	2017-12-31	$42,762
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	$1,749,300
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,209,770
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,969,036
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
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,296,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,064,976
Interest on participant loans	2017-12-31	$23,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$30,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,351,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,382,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,475,942
Net gain/loss from 103.12 investment entities	2017-12-31	$0
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	$191,999
Employer contributions (assets) at end of year	2017-12-31	$2,904
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,978,653
Contract administrator fees	2017-12-31	$0
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	MARCUM,LLP
Accountancy firm EIN	2017-12-31	111986323
2016 : SYMPHONY MULTIPLE EMPLOYER PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$11,609,448
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$333
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	$3,337,272
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,968,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,614,789
Expenses. Certain deemed distributions of participant loans	2016-12-31	$89,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,884,986
Value of total assets at end of year	2016-12-31	$12,978,644
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$264,356
Total interest from all sources	2016-12-31	$24,415
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$253,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$253,665
Administrative expenses professional fees incurred	2016-12-31	$264,356
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$565,000
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	$1,643,495
Participant contributions at end of year	2016-12-31	$501,730
Participant contributions at end of year	2016-12-31	$27,231
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$78,706
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$333
Other income not declared elsewhere	2016-12-31	$-31,671
Administrative expenses (other) incurred	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	$1,368,863
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,978,311
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
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 registered invesment companies (eg mutual funds) at end of year	2016-12-31	$12,447,014
Interest on participant loans	2016-12-31	$24,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$30,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,205,877
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
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
Contributions received in cash from employer	2016-12-31	$162,785
Employer contributions (assets) at end of year	2016-12-31	$2,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,614,789
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	MARCUM,LLP
Accountancy firm EIN	2016-12-31	111986323

Form 5500 Responses for SYMPHONY MULTIPLE EMPLOYER PLAN

2022: SYMPHONY MULTIPLE EMPLOYER PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SYMPHONY MULTIPLE EMPLOYER PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SYMPHONY MULTIPLE EMPLOYER PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SYMPHONY MULTIPLE EMPLOYER PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SYMPHONY MULTIPLE EMPLOYER PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SYMPHONY MULTIPLE EMPLOYER PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SYMPHONY MULTIPLE EMPLOYER PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814032

Policy instance

Insurance contract or identification number	814032
Number of Individuals Covered	85
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814032

Policy instance

Insurance contract or identification number	814032
Number of Individuals Covered	106
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-HT8U

Policy instance

Insurance contract or identification number	GAP-CP-HT8U
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

000000

Policy instance

Insurance contract or identification number	000000
Number of Individuals Covered	335
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814032

Policy instance

Insurance contract or identification number	814032
Number of Individuals Covered	335
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-HT8U

Policy instance

Insurance contract or identification number	GAP-CP-HT8U
Number of Individuals Covered	1379
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-HT8U

Policy instance

Insurance contract or identification number	GAP-CP-HT8U
Number of Individuals Covered	161
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

065-81145

Policy instance

Insurance contract or identification number	065-81145
Number of Individuals Covered	112
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	MAESTRO CONSULTING SERVICES, LLC
Employer identification number (EIN):	475109722
NAIC Classification:	812990
NAIC Description:	All Other Personal Services