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KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 401k Plan overview

Plan NameKEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN
Plan identification number 001

KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KEYIMPACT SALES & SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:KEYIMPACT SALES & SYSTEMS, INC.
Employer identification number (EIN):521272211
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01CHELSEA KOPCHINSKI
0012023-01-01
0012023-01-01CHELSEA KOPCHINSKI
0012022-01-01
0012022-01-01CHELSEA KOPCHINSKI
0012021-01-01
0012021-01-01KATHLEEN M MOOY
0012020-01-01
0012019-01-01
0012019-01-01
0012017-01-01JENNIFER DORIAN
0012017-01-012018-10-10
0012016-01-01JENNIFER DORIAN JENNIFER DORIAN2017-10-12
0012015-01-01JENNIFER DORIAN JENNIFER DORIAN2016-10-12
0012014-01-01JENNIFER DORIAN JENNIFER DORIAN2015-10-15
0012013-01-01JENNIFER DORIAN JENNIFER DORIAN2015-10-01
0012012-01-01JENNIFER DORIAN JENNIFER DORIAN2014-05-15
0012011-01-01JENNIFER DORIAN JENNIFER DORIAN2012-10-15
0012009-01-01KATHLEEN MOOY

Plan Statistics for KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN

401k plan membership statisitcs for KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN

Measure Date Value
2023: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01752
Total number of active participants reported on line 7a of the Form 55002023-01-01517
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01224
Total of all active and inactive participants2023-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01742
Number of participants with account balances2023-01-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0122
2022: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01775
Total number of active participants reported on line 7a of the Form 55002022-01-01528
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01220
Total of all active and inactive participants2022-01-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01748
Number of participants with account balances2022-01-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01867
Total number of active participants reported on line 7a of the Form 55002021-01-01536
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01233
Total of all active and inactive participants2021-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01769
Number of participants with account balances2021-01-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01926
Total number of active participants reported on line 7a of the Form 55002020-01-01632
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01235
Total of all active and inactive participants2020-01-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01867
Number of participants with account balances2020-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0167
2019: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01838
Total number of active participants reported on line 7a of the Form 55002019-01-01772
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01146
Total of all active and inactive participants2019-01-01918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01919
Number of participants with account balances2019-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0157
2017: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01887
Total number of active participants reported on line 7a of the Form 55002017-01-01766
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01203
Total of all active and inactive participants2017-01-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01969
Number of participants with account balances2017-01-01917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0150
2016: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01837
Total number of active participants reported on line 7a of the Form 55002016-01-01717
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01151
Total of all active and inactive participants2016-01-01868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01868
Number of participants with account balances2016-01-01804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0152
2015: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01820
Total number of active participants reported on line 7a of the Form 55002015-01-01732
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01828
Number of participants with account balances2015-01-01736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0133
2014: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01706
Total number of active participants reported on line 7a of the Form 55002014-01-01709
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0194
Total of all active and inactive participants2014-01-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01803
Number of participants with account balances2014-01-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0138
2013: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01695
Total number of active participants reported on line 7a of the Form 55002013-01-01630
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0169
Total of all active and inactive participants2013-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01699
Number of participants with account balances2013-01-01659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0141
2012: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01761
Total number of active participants reported on line 7a of the Form 55002012-01-01576
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0179
Total of all active and inactive participants2012-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01655
Number of participants with account balances2012-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0142
2011: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01694
Total number of active participants reported on line 7a of the Form 55002011-01-01598
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01156
Total of all active and inactive participants2011-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01754
Number of participants with account balances2011-01-01708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01602
Total number of active participants reported on line 7a of the Form 55002009-01-01488
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0192
Total of all active and inactive participants2009-01-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01580
Number of participants with account balances2009-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0151

Financial Data on KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN

Measure Date Value
2023 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$10,055,673
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,346,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,195,615
Expenses. Certain deemed distributions of participant loans2023-12-31$-3,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,386,518
Value of total assets at end of year2023-12-31$47,646,028
Value of total assets at beginning of year2023-12-31$39,936,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$153,539
Total interest from all sources2023-12-31$22,526
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$798,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$798,755
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,954,357
Participant contributions at end of year2023-12-31$361,494
Participant contributions at beginning of year2023-12-31$377,048
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$62,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$7,709,519
Value of net assets at end of year (total assets less liabilities)2023-12-31$47,646,028
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$39,936,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$50,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$41,110,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$34,230,981
Interest on participant loans2023-12-31$22,526
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$6,174,257
Value of interest in common/collective trusts at beginning of year2023-12-31$5,328,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,380,394
Net investment gain or loss from common/collective trusts2023-12-31$467,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$369,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,195,615
Contract administrator fees2023-12-31$102,574
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RSM US LLP
Accountancy firm EIN2023-12-31420714325
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$10,055,673
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,346,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,195,615
Expenses. Certain deemed distributions of participant loans2023-01-01$-3,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,386,518
Value of total assets at end of year2023-01-01$47,646,028
Value of total assets at beginning of year2023-01-01$39,936,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$153,539
Total interest from all sources2023-01-01$22,526
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$798,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$798,755
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,954,357
Participant contributions at end of year2023-01-01$361,494
Participant contributions at beginning of year2023-01-01$377,048
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$62,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$7,709,519
Value of net assets at end of year (total assets less liabilities)2023-01-01$47,646,028
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$39,936,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$50,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$41,110,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$34,230,981
Interest on participant loans2023-01-01$22,526
Income. Interest from loans (other than to participants)2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$6,174,257
Value of interest in common/collective trusts at beginning of year2023-01-01$5,328,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$5,380,394
Net investment gain or loss from common/collective trusts2023-01-01$467,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$369,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,195,615
Contract administrator fees2023-01-01$102,574
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01RSM US LLP
Accountancy firm EIN2023-01-01420714325
2022 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-4,868,957
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,628,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,466,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,331,270
Value of total assets at end of year2022-12-31$39,936,509
Value of total assets at beginning of year2022-12-31$49,433,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$161,844
Total interest from all sources2022-12-31$16,100
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$565,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$565,611
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,801,578
Participant contributions at end of year2022-12-31$377,048
Participant contributions at beginning of year2022-12-31$263,346
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$174,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,497,393
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,936,509
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,433,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$49,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,230,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$43,542,821
Interest on participant loans2022-12-31$16,100
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$5,328,480
Value of interest in common/collective trusts at beginning of year2022-12-31$5,627,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,569,041
Net investment gain or loss from common/collective trusts2022-12-31$-212,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$354,870
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,466,592
Contract administrator fees2022-12-31$112,072
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-4,868,957
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$4,628,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$4,466,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,331,270
Value of total assets at end of year2022-01-01$39,936,509
Value of total assets at beginning of year2022-01-01$49,433,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$161,844
Total interest from all sources2022-01-01$16,100
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$565,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$565,611
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,801,578
Participant contributions at end of year2022-01-01$377,048
Participant contributions at beginning of year2022-01-01$263,346
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$174,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-9,497,393
Value of net assets at end of year (total assets less liabilities)2022-01-01$39,936,509
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$49,433,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$49,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$34,230,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$43,542,821
Interest on participant loans2022-01-01$16,100
Income. Interest from loans (other than to participants)2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$5,328,480
Value of interest in common/collective trusts at beginning of year2022-01-01$5,627,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-8,569,041
Net investment gain or loss from common/collective trusts2022-01-01$-212,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$354,870
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$4,466,592
Contract administrator fees2022-01-01$112,072
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01RSM US LLP
Accountancy firm EIN2022-01-01420714325
2021 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$9,505,417
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,184,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,043,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,137,502
Value of total assets at end of year2021-12-31$49,433,902
Value of total assets at beginning of year2021-12-31$45,112,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$140,383
Total interest from all sources2021-12-31$18,070
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$592,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$592,766
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,252,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,696,445
Participant contributions at end of year2021-12-31$263,346
Participant contributions at beginning of year2021-12-31$424,252
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$99,993
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$85,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,321,330
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,433,902
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$45,112,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$46,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$43,542,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,784,340
Interest on participant loans2021-12-31$18,070
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$5,627,008
Value of interest in common/collective trusts at beginning of year2021-12-31$1,887,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$902,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$902,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,511,567
Net investment gain or loss from common/collective trusts2021-12-31$245,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$356,057
Employer contributions (assets) at end of year2021-12-31$727
Employer contributions (assets) at beginning of year2021-12-31$13,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,043,704
Contract administrator fees2021-12-31$93,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$8,675,337
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,191,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,025,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,232,381
Value of total assets at end of year2020-12-31$45,112,572
Value of total assets at beginning of year2020-12-31$43,628,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$165,582
Total interest from all sources2020-12-31$21,312
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,203,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,203,064
Administrative expenses professional fees incurred2020-12-31$107,043
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,252,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,596,079
Participant contributions at end of year2020-12-31$424,252
Participant contributions at beginning of year2020-12-31$444,050
Participant contributions at end of year2020-12-31$99,993
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$294,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,484,257
Value of net assets at end of year (total assets less liabilities)2020-12-31$45,112,572
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,628,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$58,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,784,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,017,477
Interest on participant loans2020-12-31$18,292
Value of interest in common/collective trusts at end of year2020-12-31$1,887,925
Value of interest in common/collective trusts at beginning of year2020-12-31$1,628,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$902,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$538,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$538,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,185,154
Net investment gain or loss from common/collective trusts2020-12-31$33,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$341,733
Employer contributions (assets) at end of year2020-12-31$13,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,025,498
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$14,647,812
Total income from all sources (including contributions)2019-12-31$14,647,812
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,438,156
Total of all expenses incurred2019-12-31$3,438,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,266,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,266,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,656,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,656,085
Value of total assets at end of year2019-12-31$43,628,315
Value of total assets at end of year2019-12-31$43,628,315
Value of total assets at beginning of year2019-12-31$32,418,659
Value of total assets at beginning of year2019-12-31$32,418,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$171,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$171,177
Total interest from all sources2019-12-31$32,214
Total interest from all sources2019-12-31$32,214
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,034,270
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,034,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,034,270
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,034,270
Administrative expenses professional fees incurred2019-12-31$114,265
Administrative expenses professional fees incurred2019-12-31$114,265
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,376,603
Contributions received from participants2019-12-31$3,376,603
Participant contributions at end of year2019-12-31$444,050
Participant contributions at end of year2019-12-31$444,050
Participant contributions at beginning of year2019-12-31$297,291
Participant contributions at beginning of year2019-12-31$297,291
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,817,552
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,817,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,209,656
Value of net income/loss2019-12-31$11,209,656
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,628,315
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,628,315
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,418,659
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,418,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$56,912
Investment advisory and management fees2019-12-31$56,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,017,477
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,017,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,276,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,276,214
Interest on participant loans2019-12-31$22,842
Interest on participant loans2019-12-31$22,842
Value of interest in common/collective trusts at end of year2019-12-31$1,628,777
Value of interest in common/collective trusts at end of year2019-12-31$1,628,777
Value of interest in common/collective trusts at beginning of year2019-12-31$1,439,426
Value of interest in common/collective trusts at beginning of year2019-12-31$1,439,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$538,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$538,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$405,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$405,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$405,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$405,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,890,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,890,109
Net investment gain or loss from common/collective trusts2019-12-31$35,134
Net investment gain or loss from common/collective trusts2019-12-31$35,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$461,930
Contributions received in cash from employer2019-12-31$461,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,266,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,266,979
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,524,944
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,077,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,906,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,516,103
Value of total assets at end of year2018-12-31$32,418,659
Value of total assets at beginning of year2018-12-31$34,971,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$170,654
Total interest from all sources2018-12-31$22,452
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,454,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,454,446
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,043,372
Participant contributions at end of year2018-12-31$297,291
Participant contributions at beginning of year2018-12-31$413,254
Participant contributions at beginning of year2018-12-31$4,933
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,058,096
Administrative expenses (other) incurred2018-12-31$110,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,552,398
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,418,659
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,971,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$60,297
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,276,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,336,412
Interest on participant loans2018-12-31$16,848
Value of interest in common/collective trusts at end of year2018-12-31$1,439,426
Value of interest in common/collective trusts at beginning of year2018-12-31$1,593,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$405,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$622,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$622,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,496,288
Net investment gain or loss from common/collective trusts2018-12-31$28,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$414,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,906,688
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,705,059
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,651,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,492,518
Value of total corrective distributions2017-12-31$9,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,518,784
Value of total assets at end of year2017-12-31$34,971,057
Value of total assets at beginning of year2017-12-31$28,917,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$148,733
Total interest from all sources2017-12-31$18,542
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,065,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,065,428
Administrative expenses professional fees incurred2017-12-31$76,328
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,973,200
Participant contributions at end of year2017-12-31$413,254
Participant contributions at beginning of year2017-12-31$361,945
Participant contributions at end of year2017-12-31$4,933
Participant contributions at beginning of year2017-12-31$-238
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$143,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,053,921
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,971,057
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,917,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$72,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$32,336,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,368,837
Interest on participant loans2017-12-31$18,542
Value of interest in common/collective trusts at end of year2017-12-31$1,593,567
Value of interest in common/collective trusts at beginning of year2017-12-31$1,473,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$622,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$716,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$716,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,078,002
Net investment gain or loss from common/collective trusts2017-12-31$24,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$401,944
Employer contributions (assets) at beginning of year2017-12-31$-3,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,492,518
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,105
Total income from all sources (including contributions)2016-12-31$6,637,678
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,263,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,064,133
Value of total corrective distributions2016-12-31$70,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,354,843
Value of total assets at end of year2016-12-31$28,917,136
Value of total assets at beginning of year2016-12-31$25,549,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$129,792
Total interest from all sources2016-12-31$16,694
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$887,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$887,468
Administrative expenses professional fees incurred2016-12-31$65,747
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,252,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,723,003
Participant contributions at end of year2016-12-31$361,945
Participant contributions at beginning of year2016-12-31$277,433
Participant contributions at end of year2016-12-31$-238
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,272,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$6,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,373,745
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,917,136
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,543,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$64,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,368,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,499,672
Interest on participant loans2016-12-31$14,610
Value of interest in common/collective trusts at end of year2016-12-31$1,473,930
Value of interest in common/collective trusts at beginning of year2016-12-31$1,280,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$716,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$492,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$492,326
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,357,606
Net investment gain or loss from common/collective trusts2016-12-31$21,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$358,985
Employer contributions (assets) at end of year2016-12-31$-3,888
Employer contributions (assets) at beginning of year2016-12-31$9
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,064,133
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,773,303
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,911,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,684,256
Value of total corrective distributions2015-12-31$116,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,726,410
Value of total assets at end of year2015-12-31$25,549,496
Value of total assets at beginning of year2015-12-31$23,681,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$110,718
Total interest from all sources2015-12-31$13,424
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,084,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,084,290
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,252,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,571,926
Participant contributions at end of year2015-12-31$277,433
Participant contributions at beginning of year2015-12-31$269,971
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$851,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$6,105
Administrative expenses (other) incurred2015-12-31$55,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,862,138
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,543,391
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,681,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$55,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,499,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,886,311
Interest on participant loans2015-12-31$13,424
Value of interest in common/collective trusts at end of year2015-12-31$1,280,056
Value of interest in common/collective trusts at beginning of year2015-12-31$1,260,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$492,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$264,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$264,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,050,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$303,241
Employer contributions (assets) at end of year2015-12-31$9
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,684,256
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,345
Total income from all sources (including contributions)2014-12-31$4,684,856
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,950,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,803,854
Value of total corrective distributions2014-12-31$46,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,128,989
Value of total assets at end of year2014-12-31$23,681,253
Value of total assets at beginning of year2014-12-31$22,953,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$99,870
Total interest from all sources2014-12-31$12,897
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$853,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$853,448
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,252,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,199,337
Participant contributions at end of year2014-12-31$269,971
Participant contributions at beginning of year2014-12-31$299,533
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$668,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,345
Other income not declared elsewhere2014-12-31$2,666
Administrative expenses (other) incurred2014-12-31$99,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$734,584
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,681,253
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,946,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,886,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,270,925
Interest on participant loans2014-12-31$12,698
Value of interest in common/collective trusts at end of year2014-12-31$1,260,424
Value of interest in common/collective trusts at beginning of year2014-12-31$1,184,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$264,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$192,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$192,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$674,956
Net investment gain or loss from common/collective trusts2014-12-31$11,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$261,317
Employer contributions (assets) at beginning of year2014-12-31$5,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,803,854
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$2,051,542
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,884,972
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,374,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,303,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,439,063
Value of total assets at end of year2013-12-31$22,953,014
Value of total assets at beginning of year2013-12-31$17,387,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$71,492
Total interest from all sources2013-12-31$9,490
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$656,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$656,374
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,834,053
Participant contributions at end of year2013-12-31$299,533
Participant contributions at beginning of year2013-12-31$185,680
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$393,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,891
Administrative expenses (other) incurred2013-12-31$71,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,510,232
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,949,560
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,387,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,270,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,546,544
Interest on participant loans2013-12-31$9,323
Value of interest in common/collective trusts at end of year2013-12-31$1,184,762
Value of interest in common/collective trusts at beginning of year2013-12-31$1,411,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$192,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$244,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$244,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,767,638
Net investment gain or loss from common/collective trusts2013-12-31$12,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$211,789
Employer contributions (assets) at end of year2013-12-31$5,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,303,248
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,008,716
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,462,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,386,726
Value of total corrective distributions2012-12-31$2,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,097,987
Value of total assets at end of year2012-12-31$17,387,786
Value of total assets at beginning of year2012-12-31$14,841,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$76,000
Total interest from all sources2012-12-31$9,661
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$561,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$561,118
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,630,135
Participant contributions at end of year2012-12-31$185,680
Participant contributions at beginning of year2012-12-31$250,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,891
Administrative expenses (other) incurred2012-12-31$76,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$322,073
Value of net income/loss2012-12-31$2,545,990
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,387,786
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,841,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,546,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,151,418
Interest on participant loans2012-12-31$9,599
Value of interest in common/collective trusts at end of year2012-12-31$1,411,557
Value of interest in common/collective trusts at beginning of year2012-12-31$1,440,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$244,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$62
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,319,105
Net investment gain or loss from common/collective trusts2012-12-31$20,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$145,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,386,726
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,561,679
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,485,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,389,608
Expenses. Certain deemed distributions of participant loans2011-12-31$20,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,645,967
Value of total assets at end of year2011-12-31$14,841,796
Value of total assets at beginning of year2011-12-31$14,765,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75,671
Total interest from all sources2011-12-31$13,839
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$424,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$424,336
Administrative expenses professional fees incurred2011-12-31$16,489
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,490,970
Participant contributions at end of year2011-12-31$250,175
Participant contributions at beginning of year2011-12-31$310,949
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$154,997
Administrative expenses (other) incurred2011-12-31$59,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$76,289
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,841,796
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,765,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,151,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,553,894
Interest on participant loans2011-12-31$13,839
Value of interest in common/collective trusts at end of year2011-12-31$1,440,203
Value of interest in common/collective trusts at beginning of year2011-12-31$554,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,345,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-538,557
Net investment gain or loss from common/collective trusts2011-12-31$16,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,389,608
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,378,426
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,012,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,948,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,979,636
Value of total assets at end of year2010-12-31$14,765,507
Value of total assets at beginning of year2010-12-31$13,399,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$63,923
Total interest from all sources2010-12-31$15,241
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$356,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$356,887
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,480,174
Participant contributions at end of year2010-12-31$310,949
Participant contributions at beginning of year2010-12-31$366,337
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$499,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,365,891
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,765,507
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,399,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$63,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,553,894
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,231,107
Interest on participant loans2010-12-31$15,241
Value of interest in common/collective trusts at end of year2010-12-31$554,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,345,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,802,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,026,101
Net investment gain or loss from common/collective trusts2010-12-31$561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,948,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LOMBARDO WAGNER STITCHER & CO LLC
Accountancy firm EIN2010-12-31271260124
2009 : KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN

2023: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KEYIMPACT SALES & SYSTEMS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937248-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number937248-01
Policy instance 1

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