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Plan Name | CHANGEIS, INC. 401(K) |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CHANGEIS, INC. |
Employer identification number (EIN): | 510661181 |
NAIC Classification: | 541600 |
Additional information about CHANGEIS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2013-07-03 |
Company Identification Number: | 0801813522 |
Legal Registered Office Address: |
1530 WILSON BLVD STE 700 ARLINGTON United States of America (USA) 22209 |
More information about CHANGEIS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | KELLY DURANTE | 2021-06-29 | ||
001 | 2019-01-01 | KELLY DURANTE | 2020-07-09 | ||
001 | 2018-01-01 | NAZARENO REGALBUTO | 2019-07-24 | ||
001 | 2017-01-01 |
Measure | Date | Value |
---|---|---|
2022: CHANGEIS, INC. 401(K) 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 32 |
Total of all active and inactive participants | 2022-01-01 | 192 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 192 |
Number of participants with account balances | 2022-01-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CHANGEIS, INC. 401(K) 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 162 |
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 | 23 |
Total of all active and inactive participants | 2021-01-01 | 185 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 185 |
Number of participants with account balances | 2021-01-01 | 142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : CHANGEIS, INC. 401(K) 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 | $1,038,425 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $695,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $647,424 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $2 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,851,786 |
Value of total assets at end of year | 2022-12-31 | $5,499,788 |
Value of total assets at beginning of year | 2022-12-31 | $5,156,432 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $47,643 |
Total interest from all sources | 2022-12-31 | $3,838 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $190,701 |
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 | $190,701 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,175,058 |
Participant contributions at end of year | 2022-12-31 | $58,175 |
Participant contributions at beginning of year | 2022-12-31 | $63,321 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $161,229 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $590 |
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 | $343,356 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,499,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,156,432 |
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 | $15,128 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,971,363 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,928,545 |
Interest on participant loans | 2022-12-31 | $3,838 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $470,250 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $163,976 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $163,976 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,007,900 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $515,499 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $647,424 |
Contract administrator fees | 2022-12-31 | $32,515 |
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 | SAGGAR & ROSENBERG, P.C |
Accountancy firm EIN | 2022-12-31 | 522190100 |
2021 : CHANGEIS, INC. 401(K) 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,540,843 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $244,893 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $200,807 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $5 |
Value of total corrective distributions | 2021-12-31 | $2,313 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,993,222 |
Value of total assets at end of year | 2021-12-31 | $5,156,432 |
Value of total assets at beginning of year | 2021-12-31 | $2,860,482 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $41,768 |
Total interest from all sources | 2021-12-31 | $3,790 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $134,268 |
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 | $134,268 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $265,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $964,518 |
Participant contributions at end of year | 2021-12-31 | $63,321 |
Participant contributions at beginning of year | 2021-12-31 | $69,875 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $620,724 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $590 |
Value of other receiveables (less allowance for doubtful accounts) 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 | $2,295,950 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,156,432 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,860,482 |
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 | $19,086 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,928,545 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,704,024 |
Interest on participant loans | 2021-12-31 | $3,790 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $163,976 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $86,583 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $86,583 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $409,563 |
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 | $407,980 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $200,807 |
Contract administrator fees | 2021-12-31 | $22,682 |
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 | SAGGAR & ROSENBERG, P.C |
Accountancy firm EIN | 2021-12-31 | 522190100 |
2022: CHANGEIS, INC. 401(K) 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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CHANGEIS, INC. 401(K) 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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |