401k Plan data: CONCURRENT HRO 401(K) PLAN plan

CONCURRENT HRO 401(K) PLAN 401k Plan overview

Plan Name	CONCURRENT HRO 401(K) PLAN
Plan identification number	001

CONCURRENT HRO 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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)).
Unknown benefit code

401k Sponsoring company profile

CONCURRENT HRO, LLC has sponsored the creation of one or more 401k plans.

Company Name: CONCURRENT HRO, LLC

Employer identification number (EIN): 475137893

NAIC Classification: 561300

Additional information about CONCURRENT HRO, LLC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2015-09-22

Company Identification Number: 20151603813

Legal Registered Office Address: 11811 Upham St Unit A

Broomfield
United States of America (USA)
80020

More information about CONCURRENT HRO, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONCURRENT HRO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KANDIS LAMKE 2023-10-13
001 2021-01-01 KANDIS LAMKE 2022-10-13
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-02-28

Plan Statistics for CONCURRENT HRO 401(K) PLAN

401k plan membership statisitcs for CONCURRENT HRO 401(K) PLAN

Measure Date Value
2022: CONCURRENT HRO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,293
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,102
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 157
Total of all active and inactive participants 2022-01-01 1,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,269
Number of participants with account balances 2022-01-01 845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 84
2021: CONCURRENT HRO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,218
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,148
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 113
Total of all active and inactive participants 2021-01-01 1,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,261
Number of participants with account balances 2021-01-01 812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 40
2020: CONCURRENT HRO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 633
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,321
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 37
Total of all active and inactive participants 2020-01-01 1,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,358
Number of participants with account balances 2020-01-01 712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: CONCURRENT HRO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 566
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 10
Total of all active and inactive participants 2019-01-01 576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 576
Number of participants with account balances 2019-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: CONCURRENT HRO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-28 34
Total number of active participants reported on line 7a of the Form 5500 2018-02-28 149
Number of retired or separated participants receiving benefits 2018-02-28 0
Number of other retired or separated participants entitled to future benefits 2018-02-28 0
Total of all active and inactive participants 2018-02-28 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-28 0
Total participants 2018-02-28 149
Number of participants with account balances 2018-02-28 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-28 0

Measure	Date	Value
2022: CONCURRENT HRO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,293
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,102
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	157
Total of all active and inactive participants	2022-01-01	1,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,269
Number of participants with account balances	2022-01-01	845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	84
2021: CONCURRENT HRO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,218
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,148
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	113
Total of all active and inactive participants	2021-01-01	1,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,261
Number of participants with account balances	2021-01-01	812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	40
2020: CONCURRENT HRO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	633
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,321
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	37
Total of all active and inactive participants	2020-01-01	1,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,358
Number of participants with account balances	2020-01-01	712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: CONCURRENT HRO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	566
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	10
Total of all active and inactive participants	2019-01-01	576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	576
Number of participants with account balances	2019-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: CONCURRENT HRO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-28	34
Total number of active participants reported on line 7a of the Form 5500	2018-02-28	149
Number of retired or separated participants receiving benefits	2018-02-28	0
Number of other retired or separated participants entitled to future benefits	2018-02-28	0
Total of all active and inactive participants	2018-02-28	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-28	0
Total participants	2018-02-28	149
Number of participants with account balances	2018-02-28	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-28	0

Financial Data on CONCURRENT HRO 401(K) PLAN

Measure	Date	Value
2022 : CONCURRENT HRO 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$6,686,612
Total transfer of assets from this plan	2022-12-31	$9,180,518
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	$1,994,505
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,976,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,720,968
Value of total corrective distributions	2022-12-31	$55,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,085,857
Value of total assets at end of year	2022-12-31	$23,948,122
Value of total assets at beginning of year	2022-12-31	$27,423,642
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$199,745
Total interest from all sources	2022-12-31	$6,078
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$711,229
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	$711,229
Administrative expenses professional fees incurred	2022-12-31	$8,500
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,326,264
Participant contributions at end of year	2022-12-31	$135,539
Participant contributions at beginning of year	2022-12-31	$194,830
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$258,312
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$619,357
Other income not declared elsewhere	2022-12-31	$1,692
Total non interest bearing cash at end of year	2022-12-31	$96,403
Total non interest bearing cash at beginning of year	2022-12-31	$118,212
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	$-981,614
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$23,948,122
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$27,423,642
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	$90,555
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$19,173,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$26,271,497
Interest on participant loans	2022-12-31	$6,001
Value of interest in common/collective trusts at end of year	2022-12-31	$4,284,106
Value of interest in common/collective trusts at beginning of year	2022-12-31	$839,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$77
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,838,528
Net investment gain or loss from common/collective trusts	2022-12-31	$28,177
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	$1,140,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,720,968
Contract administrator fees	2022-12-31	$100,690
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	2022-12-31	Yes
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	JASON CLAUSEN
Accountancy firm EIN	2022-12-31	274097479
2021 : CONCURRENT HRO 401(K) 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	$7,720,215
Total transfer of assets from this plan	2021-12-31	$337,016
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	$8,070,692
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,395,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,235,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,639,283
Value of total assets at end of year	2021-12-31	$27,423,642
Value of total assets at beginning of year	2021-12-31	$15,365,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$159,904
Total interest from all sources	2021-12-31	$2,510
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,427,849
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	$2,427,849
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	Yes
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	$2,807,844
Participant contributions at end of year	2021-12-31	$194,830
Participant contributions at beginning of year	2021-12-31	$165,964
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,537,046
Total non interest bearing cash at end of year	2021-12-31	$118,212
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,675,065
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$27,423,642
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,365,378
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	$1,061
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$26,271,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,282,308
Interest on participant loans	2021-12-31	$2,510
Value of interest in common/collective trusts at end of year	2021-12-31	$839,103
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$917,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-1,573
Net investment gain or loss from common/collective trusts	2021-12-31	$2,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,294,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,235,723
Contract administrator fees	2021-12-31	$158,843
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	2021-12-31	Yes
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	JASON CLAUSEN
Accountancy firm EIN	2021-12-31	274097479
2020 : CONCURRENT HRO 401(K) 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	$0
Total income from all sources (including contributions)	2020-12-31	$7,365,785
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$945,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$782,028
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,476
Value of total corrective distributions	2020-12-31	$23,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,749,995
Value of total assets at end of year	2020-12-31	$15,365,378
Value of total assets at beginning of year	2020-12-31	$8,945,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$136,464
Total interest from all sources	2020-12-31	$18,598
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$366,802
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	$366,802
Administrative expenses professional fees incurred	2020-12-31	$6,150
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,382,018
Participant contributions at end of year	2020-12-31	$165,964
Participant contributions at beginning of year	2020-12-31	$63,494
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,635,961
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$20,578
Administrative expenses (other) incurred	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
Value of net income/loss	2020-12-31	$6,420,241
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,365,378
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,945,137
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	$121,151
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,282,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,722,506
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$6,289
Interest earned on other investments	2020-12-31	$12,309
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$917,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$159,137
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	$1,209,812
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	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
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$732,016
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	$782,028
Contract administrator fees	2020-12-31	$9,163
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	JASON CLAUSEN
Accountancy firm EIN	2020-12-31	274097479
2019 : CONCURRENT HRO 401(K) 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	$8,861,416
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$972,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$857,763
Expenses. Certain deemed distributions of participant loans	2019-12-31	$26,125
Value of total corrective distributions	2019-12-31	$936
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,613,146
Value of total assets at end of year	2019-12-31	$8,945,137
Value of total assets at beginning of year	2019-12-31	$1,056,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$87,740
Total interest from all sources	2019-12-31	$7,983
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$217,250
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	$217,250
Administrative expenses professional fees incurred	2019-12-31	$501
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$658,405
Participant contributions at end of year	2019-12-31	$63,494
Participant contributions at beginning of year	2019-12-31	$2,125
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,586,784
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$546,885
Other income not declared elsewhere	2019-12-31	$475
Administrative expenses (other) incurred	2019-12-31	$751
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	$7,888,852
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,945,137
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,056,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$79,998
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,722,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,027,849
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$5,718
Interest earned on other investments	2019-12-31	$2,265
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$159,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$26,311
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,022,562
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
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. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$367,957
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$310,878
Contract administrator fees	2019-12-31	$6,490
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	JASON CLAUSEN
Accountancy firm EIN	2019-12-31	274097479
2018 : CONCURRENT HRO 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$1,059,957
Expenses. Total of all expenses incurred	2018-12-31	$3,672
Benefits paid (including direct rollovers)	2018-12-31	$2,844
Total plan assets at end of year	2018-12-31	$1,056,285
Total plan assets at beginning of year	2018-12-31	$0
Total contributions received or receivable from participants	2018-12-31	$69,039
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$885,302
Other income received	2018-12-31	$-2,801
Net income (gross income less expenses)	2018-12-31	$1,056,285
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,056,285
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Assets. Value of participant loans	2018-12-31	$2,125
Total contributions received or receivable from employer(s)	2018-12-31	$108,417
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0

Form 5500 Responses for CONCURRENT HRO 401(K) PLAN

2022: CONCURRENT HRO 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple 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: CONCURRENT HRO 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple 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: CONCURRENT HRO 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	Yes
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: CONCURRENT HRO 401(K) 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 – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CONCURRENT HRO 401(K) PLAN 2018 form 5500 responses
2018-02-28	Type of plan entity	Mulitple employer plan
2018-02-28	First time form 5500 has been submitted	Yes
2018-02-28	Submission has been amended	No
2018-02-28	This submission is the final filing	No
2018-02-28	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-02-28	Plan is a collectively bargained plan	No
2018-02-28	Plan funding arrangement – Insurance	Yes
2018-02-28	Plan funding arrangement – Trust	Yes
2018-02-28	Plan benefit arrangement – Insurance	Yes
2018-02-28	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62808

Policy instance

Insurance contract or identification number	MR 62808
Number of Individuals Covered	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62808

Policy instance

Insurance contract or identification number	MR 62808
Number of Individuals Covered	1358
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62808

Policy instance

Insurance contract or identification number	MR 62808
Number of Individuals Covered	576
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62808

Policy instance

Insurance contract or identification number	MR 62808
Number of Individuals Covered	149
Insurance policy start date	2018-02-28
Insurance policy end date	2018-12-31
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CONCURRENT HRO, LLC
Employer identification number (EIN):	475137893
NAIC Classification:	561300

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2015-09-22
Company Identification Number:	20151603813
Legal Registered Office Address:	11811 Upham St Unit A Broomfield United States of America (USA) 80020

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KANDIS LAMKE	2023-10-13
001	2021-01-01	KANDIS LAMKE	2022-10-13
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-02-28