?>
Logo

APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAPPIAN CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

APPIAN CORPORATION 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

APPIAN CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:APPIAN CORPORATION
Employer identification number (EIN):541956084
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about APPIAN CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3081816

More information about APPIAN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPIAN CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MARK LYNCH2019-08-15 MARK LYNCH2019-08-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MARK LYNCH
0012013-01-01MARK LYNCH
0012012-01-01MARK LYNCH
0012011-01-01JANICE KI
0012009-01-01JANICE KI

Plan Statistics for APPIAN CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for APPIAN CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,645
Total number of active participants reported on line 7a of the Form 55002022-01-011,670
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01373
Total of all active and inactive participants2022-01-012,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,044
Number of participants with account balances2022-01-011,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01143
2021: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,371
Total number of active participants reported on line 7a of the Form 55002021-01-011,340
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01304
Total of all active and inactive participants2021-01-011,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,645
Number of participants with account balances2021-01-011,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01119
2020: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,223
Total number of active participants reported on line 7a of the Form 55002020-01-011,128
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01238
Total of all active and inactive participants2020-01-011,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,371
Number of participants with account balances2020-01-011,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0181
2019: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,048
Total number of active participants reported on line 7a of the Form 55002019-01-011,024
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01199
Total of all active and inactive participants2019-01-011,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,223
Number of participants with account balances2019-01-011,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01869
Total number of active participants reported on line 7a of the Form 55002018-01-01848
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01200
Total of all active and inactive participants2018-01-011,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,048
Number of participants with account balances2018-01-01958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0168
2017: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01748
Total number of active participants reported on line 7a of the Form 55002017-01-01695
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01160
Total of all active and inactive participants2017-01-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01855
Number of participants with account balances2017-01-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0162
2016: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01608
Total number of active participants reported on line 7a of the Form 55002016-01-01609
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01127
Total of all active and inactive participants2016-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01736
Number of participants with account balances2016-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0151
2015: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01463
Total number of active participants reported on line 7a of the Form 55002015-01-01480
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01593
Number of participants with account balances2015-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0134
2014: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01351
Total number of active participants reported on line 7a of the Form 55002014-01-01341
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01101
Total of all active and inactive participants2014-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01442
Number of participants with account balances2014-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01270
Total number of active participants reported on line 7a of the Form 55002013-01-01236
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01329
Number of participants with account balances2013-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01236
Total number of active participants reported on line 7a of the Form 55002012-01-01191
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 participants2012-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01270
Number of participants with account balances2012-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0173
Total of all active and inactive participants2011-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01221
Number of participants with account balances2011-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01221
Total number of active participants reported on line 7a of the Form 55002009-01-01141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0179
Total of all active and inactive participants2009-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01220
Number of participants with account balances2009-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on APPIAN CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$6,427,590
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,133,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,443,753
Expenses. Certain deemed distributions of participant loans2022-12-31$60,398
Value of total corrective distributions2022-12-31$8,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$34,501,387
Value of total assets at end of year2022-12-31$148,663,855
Value of total assets at beginning of year2022-12-31$155,369,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$620,622
Total interest from all sources2022-12-31$61,129
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,147,438
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$3,147,438
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$20,110,939
Participant contributions at end of year2022-12-31$755,973
Participant contributions at beginning of year2022-12-31$678,215
Participant contributions at end of year2022-12-31$714,411
Participant contributions at beginning of year2022-12-31$621,853
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,792,127
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$65
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,083
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$24,496
Administrative expenses (other) incurred2022-12-31$620,622
Total non interest bearing cash at end of year2022-12-31$270
Total non interest bearing cash at beginning of year2022-12-31$460
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-6,705,505
Value of net assets at end of year (total assets less liabilities)2022-12-31$148,663,855
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$155,369,360
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$144,676,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$152,243,111
Interest on participant loans2022-12-31$31,573
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,185,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,568,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,568,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$29,556
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-31,306,860
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$8,598,321
Employer contributions (assets) at end of year2022-12-31$331,347
Employer contributions (assets) at beginning of year2022-12-31$256,598
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,443,753
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$1,317,085
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,317,085
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$50,740,566
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,848,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,272,857
Expenses. Certain deemed distributions of participant loans2021-12-31$21,486
Value of total corrective distributions2021-12-31$11,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$29,063,538
Value of total assets at end of year2021-12-31$155,369,360
Value of total assets at beginning of year2021-12-31$115,476,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$542,243
Total interest from all sources2021-12-31$31,786
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,796,020
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$3,796,020
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$15,976,456
Participant contributions at end of year2021-12-31$678,215
Participant contributions at beginning of year2021-12-31$550,294
Participant contributions at end of year2021-12-31$621,853
Participant contributions at beginning of year2021-12-31$543,713
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,586,321
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,081
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$4,931
Administrative expenses (other) incurred2021-12-31$542,243
Total non interest bearing cash at end of year2021-12-31$460
Total non interest bearing cash at beginning of year2021-12-31$90
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$39,892,563
Value of net assets at end of year (total assets less liabilities)2021-12-31$155,369,360
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$115,476,797
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$152,243,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$111,651,387
Interest on participant loans2021-12-31$31,593
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,568,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,534,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,534,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$193
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,844,291
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$6,500,761
Employer contributions (assets) at end of year2021-12-31$256,598
Employer contributions (assets) at beginning of year2021-12-31$195,834
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,272,857
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$1,870,329
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,870,329
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO-USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$36,964,448
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,353,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,958,053
Expenses. Certain deemed distributions of participant loans2020-12-31$66,473
Value of total corrective distributions2020-12-31$8,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$21,654,216
Value of total assets at end of year2020-12-31$115,476,797
Value of total assets at beginning of year2020-12-31$84,865,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$320,561
Total interest from all sources2020-12-31$37,812
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,835,372
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$1,835,372
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$13,357,458
Participant contributions at end of year2020-12-31$550,294
Participant contributions at beginning of year2020-12-31$589,869
Participant contributions at end of year2020-12-31$543,713
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,998,179
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,080
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$23,837
Administrative expenses (other) incurred2020-12-31$320,561
Total non interest bearing cash at end of year2020-12-31$90
Total non interest bearing cash at beginning of year2020-12-31$135
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$30,611,271
Value of net assets at end of year (total assets less liabilities)2020-12-31$115,476,797
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$84,865,526
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$111,651,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$83,956,563
Interest on participant loans2020-12-31$34,115
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,534,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$317,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$317,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,697
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,413,211
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$5,298,579
Employer contributions (assets) at end of year2020-12-31$195,834
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,958,053
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$2,231,364
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,231,364
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$79,520
Total unrealized appreciation/depreciation of assets2019-12-31$79,520
Total transfer of assets from this plan2019-12-31$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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$30,907,808
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,604,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,090,917
Expenses. Certain deemed distributions of participant loans2019-12-31$94,713
Value of total corrective distributions2019-12-31$17,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,291,541
Value of total assets at end of year2019-12-31$84,865,526
Value of total assets at beginning of year2019-12-31$60,562,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$401,109
Total interest from all sources2019-12-31$36,664
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,269,586
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$1,269,586
Assets. Real estate other than employer real property at end of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$10,525
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Contributions received from participants2019-12-31$9,847,892
Participant contributions at end of year2019-12-31$589,869
Participant contributions at beginning of year2019-12-31$618,102
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,347,917
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,080
Assets. Loans (other than to participants) at end of year2019-12-31$0
Other income not declared elsewhere2019-12-31$525
Administrative expenses (other) incurred2019-12-31$158,137
Total non interest bearing cash at end of year2019-12-31$135
Total non interest bearing cash at beginning of year2019-12-31$54,803
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$24,303,337
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,865,526
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,562,189
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 leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,956,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,611,257
Interest on participant loans2019-12-31$30,977
Interest earned on other investments2019-12-31$3,866
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$317,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$278,027
Asset value of US Government securities at end of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,000,043
Net investment gain/loss from pooled separate accounts2019-12-31$11,229,929
Net investment gain or loss from common/collective trusts2019-12-31$0
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Contributions received in cash from employer2019-12-31$4,095,732
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,090,917
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Contract administrator fees2019-12-31$232,447
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : APPIAN CORPORATION 401(K) PROFIT SHARING 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$9,280,509
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,938,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,742,218
Value of total corrective distributions2018-12-31$13,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,508,002
Value of total assets at end of year2018-12-31$60,562,189
Value of total assets at beginning of year2018-12-31$54,220,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$182,790
Total interest from all sources2018-12-31$33,738
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$8,424,111
Participant contributions at end of year2018-12-31$618,102
Participant contributions at beginning of year2018-12-31$568,022
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,686,367
Other income not declared elsewhere2018-12-31$82,198
Administrative expenses (other) incurred2018-12-31$7,475
Total non interest bearing cash at end of year2018-12-31$54,803
Total non interest bearing cash at beginning of year2018-12-31$107,881
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$6,341,628
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,562,189
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$54,220,561
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$59,611,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$53,319,352
Interest on participant loans2018-12-31$31,137
Interest earned on other investments2018-12-31$2,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$278,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$225,306
Net investment gain/loss from pooled separate accounts2018-12-31$-4,343,429
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$3,397,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,742,218
Contract administrator fees2018-12-31$175,315
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : APPIAN CORPORATION 401(K) PROFIT SHARING 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$18,778,864
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,155,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,074,684
Value of total corrective distributions2017-12-31$3,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,184,483
Value of total assets at end of year2017-12-31$54,220,561
Value of total assets at beginning of year2017-12-31$37,597,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$77,441
Total interest from all sources2017-12-31$23,319
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$6,531,742
Participant contributions at end of year2017-12-31$568,022
Participant contributions at beginning of year2017-12-31$306,892
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,256,453
Other income not declared elsewhere2017-12-31$159,314
Administrative expenses (other) incurred2017-12-31$7,150
Total non interest bearing cash at end of year2017-12-31$107,881
Total non interest bearing cash at beginning of year2017-12-31$67,421
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$16,623,399
Value of net assets at end of year (total assets less liabilities)2017-12-31$54,220,561
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,597,162
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$53,319,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,030,733
Interest on participant loans2017-12-31$20,752
Interest earned on other investments2017-12-31$2,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$225,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$192,116
Net investment gain/loss from pooled separate accounts2017-12-31$7,411,748
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$2,396,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,074,684
Contract administrator fees2017-12-31$70,291
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : APPIAN CORPORATION 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2016-12-31$11,286,373
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,069,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,007,434
Value of total corrective distributions2016-12-31$100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,471,930
Value of total assets at end of year2016-12-31$37,597,162
Value of total assets at beginning of year2016-12-31$28,379,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$61,645
Total interest from all sources2016-12-31$13,479
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$5,140,790
Participant contributions at end of year2016-12-31$306,892
Participant contributions at beginning of year2016-12-31$227,572
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,443,556
Other income not declared elsewhere2016-12-31$103,975
Administrative expenses (other) incurred2016-12-31$5,250
Total non interest bearing cash at end of year2016-12-31$67,421
Total non interest bearing cash at beginning of year2016-12-31$44,276
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$9,217,194
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,597,162
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,379,968
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,030,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,818,799
Interest on participant loans2016-12-31$11,569
Interest earned on other investments2016-12-31$1,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$192,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$289,321
Net investment gain/loss from pooled separate accounts2016-12-31$2,696,989
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$1,887,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,007,434
Contract administrator fees2016-12-31$56,395
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : APPIAN CORPORATION 401(K) PROFIT SHARING 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$0
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$6,950,256
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$834,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$780,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,319,161
Value of total assets at end of year2015-12-31$28,379,968
Value of total assets at beginning of year2015-12-31$22,264,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$54,108
Total interest from all sources2015-12-31$11,965
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,883,159
Participant contributions at end of year2015-12-31$227,572
Participant contributions at beginning of year2015-12-31$232,269
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$219,713
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,978,510
Other income not declared elsewhere2015-12-31$74,200
Administrative expenses (other) incurred2015-12-31$3,150
Total non interest bearing cash at end of year2015-12-31$44,276
Total non interest bearing cash at beginning of year2015-12-31$19,651
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$6,115,415
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,379,968
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,264,553
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,818,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,017,360
Interest on participant loans2015-12-31$10,589
Interest earned on other investments2015-12-31$1,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$289,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$271,974
Net investment gain/loss from pooled separate accounts2015-12-31$-455,070
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$1,457,492
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$503,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$780,733
Contract administrator fees2015-12-31$50,958
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : APPIAN CORPORATION 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2014-12-31$5,238,348
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,004,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,001,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,213,531
Value of total assets at end of year2014-12-31$22,264,553
Value of total assets at beginning of year2014-12-31$18,030,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,980
Total interest from all sources2014-12-31$10,477
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$2,703,658
Participant contributions at end of year2014-12-31$232,269
Participant contributions at beginning of year2014-12-31$194,415
Participant contributions at end of year2014-12-31$219,713
Participant contributions at beginning of year2014-12-31$165,442
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$543,455
Other income not declared elsewhere2014-12-31$-14
Administrative expenses (other) incurred2014-12-31$2,775
Total non interest bearing cash at end of year2014-12-31$19,651
Total non interest bearing cash at beginning of year2014-12-31$345
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$4,234,289
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,264,553
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,030,264
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$21,017,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,258,145
Interest on participant loans2014-12-31$9,187
Interest earned on other investments2014-12-31$1,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$271,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$273,823
Net investment gain/loss from pooled separate accounts2014-12-31$1,014,354
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$966,418
Employer contributions (assets) at end of year2014-12-31$503,586
Employer contributions (assets) at beginning of year2014-12-31$138,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,001,079
Contract administrator fees2014-12-31$205
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
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$5,742,569
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$183,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$154,128
Value of total corrective distributions2013-12-31$4
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,014,123
Value of total assets at end of year2013-12-31$18,030,264
Value of total assets at beginning of year2013-12-31$12,471,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,195
Total interest from all sources2013-12-31$7,674
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,914,390
Participant contributions at end of year2013-12-31$194,415
Participant contributions at beginning of year2013-12-31$99,899
Participant contributions at end of year2013-12-31$165,442
Participant contributions at beginning of year2013-12-31$105,814
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$632,084
Administrative expenses (other) incurred2013-12-31$1,350
Total non interest bearing cash at end of year2013-12-31$345
Total non interest bearing cash at beginning of year2013-12-31$20,730
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$5,559,242
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,030,264
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,471,022
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$17,258,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,498,030
Interest on participant loans2013-12-31$6,155
Interest earned on other investments2013-12-31$1,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$273,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$230,148
Net investment gain/loss from pooled separate accounts2013-12-31$2,720,772
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$467,649
Employer contributions (assets) at end of year2013-12-31$138,094
Employer contributions (assets) at beginning of year2013-12-31$516,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$154,128
Contract administrator fees2013-12-31$27,845
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : APPIAN CORPORATION 401(K) PROFIT SHARING 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$3,497,665
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$384,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$360,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,179,658
Value of total assets at end of year2012-12-31$12,471,022
Value of total assets at beginning of year2012-12-31$9,358,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,284
Total interest from all sources2012-12-31$6,100
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,497,882
Participant contributions at end of year2012-12-31$99,899
Participant contributions at beginning of year2012-12-31$123,475
Participant contributions at end of year2012-12-31$105,814
Participant contributions at beginning of year2012-12-31$78,323
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$165,375
Other income not declared elsewhere2012-12-31$-10
Administrative expenses (other) incurred2012-12-31$652
Total non interest bearing cash at end of year2012-12-31$20,730
Total non interest bearing cash at beginning of year2012-12-31$17,124
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
Value of net income/loss2012-12-31$3,112,692
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,471,022
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,358,330
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$11,498,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,507,220
Interest on participant loans2012-12-31$4,471
Interest earned on other investments2012-12-31$1,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$230,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$165,614
Net investment gain/loss from pooled separate accounts2012-12-31$1,311,917
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$516,401
Employer contributions (assets) at end of year2012-12-31$516,401
Employer contributions (assets) at beginning of year2012-12-31$466,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$360,689
Contract administrator fees2012-12-31$23,632
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 name2012-12-31WIENER AND GARG, LLC
Accountancy firm EIN2012-12-31521175740
2011 : APPIAN CORPORATION 401(K) PROFIT SHARING 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$1,614,915
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$532,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$504,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,880,297
Value of total assets at end of year2011-12-31$9,358,330
Value of total assets at beginning of year2011-12-31$8,275,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,712
Total interest from all sources2011-12-31$5,739
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,218,181
Participant contributions at end of year2011-12-31$123,475
Participant contributions at beginning of year2011-12-31$84,941
Participant contributions at end of year2011-12-31$78,323
Participant contributions at beginning of year2011-12-31$72,299
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$195,542
Other income not declared elsewhere2011-12-31$-83
Administrative expenses (other) incurred2011-12-31$1,269
Total non interest bearing cash at end of year2011-12-31$17,124
Total non interest bearing cash at beginning of year2011-12-31$21,990
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$1,082,635
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,358,330
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,275,695
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$8,507,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,942,924
Interest on participant loans2011-12-31$4,000
Interest earned on other investments2011-12-31$1,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$165,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$145,532
Net investment gain/loss from pooled separate accounts2011-12-31$-271,038
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
Contributions received in cash from employer2011-12-31$466,574
Employer contributions (assets) at end of year2011-12-31$466,574
Employer contributions (assets) at beginning of year2011-12-31$8,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$504,568
Contract administrator fees2011-12-31$26,443
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 name2011-12-31WIENER AND GARG, LLC
Accountancy firm EIN2011-12-31521175740
2010 : APPIAN CORPORATION 401(K) PROFIT SHARING 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$2,137,899
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$703,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$677,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,133,926
Value of total assets at end of year2010-12-31$8,275,695
Value of total assets at beginning of year2010-12-31$6,841,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,823
Total interest from all sources2010-12-31$5,761
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$1,115,847
Participant contributions at end of year2010-12-31$84,941
Participant contributions at beginning of year2010-12-31$24,503
Participant contributions at end of year2010-12-31$72,299
Participant contributions at beginning of year2010-12-31$73,474
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,785
Total non interest bearing cash at end of year2010-12-31$21,990
Total non interest bearing cash at beginning of year2010-12-31$12,985
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$1,433,912
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,275,695
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,841,783
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$44
Value of interest in pooled separate accounts at end of year2010-12-31$7,942,924
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,621,249
Interest on participant loans2010-12-31$2,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$145,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$109,572
Net investment gain/loss from pooled separate accounts2010-12-31$998,212
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,294
Employer contributions (assets) at end of year2010-12-31$8,009
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$677,164
Contract administrator fees2010-12-31$26,779
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 name2010-12-31WIENER AND GARG, LLC
Accountancy firm EIN2010-12-31521175740
2009 : APPIAN CORPORATION 401(K) PROFIT SHARING 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 APPIAN CORPORATION 401(K) PROFIT SHARING PLAN

2022: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: APPIAN CORPORATION 401(K) PROFIT SHARING 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: APPIAN CORPORATION 401(K) PROFIT SHARING 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: APPIAN CORPORATION 401(K) PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: APPIAN CORPORATION 401(K) PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: APPIAN CORPORATION 401(K) PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: APPIAN CORPORATION 401(K) PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: APPIAN CORPORATION 401(K) PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: APPIAN CORPORATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: APPIAN CORPORATION 401(K) PROFIT SHARING 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: APPIAN CORPORATION 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22319
Policy instance 1
Insurance contract or identification number22319
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $143,237
Total amount of fees paid to insurance companyUSD $10,525
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $88,374
Insurance broker organization code?3
Amount paid for insurance broker fees10525
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22319
Policy instance 1
Insurance contract or identification number22319
Number of Individuals Covered983
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $148,028
Total amount of fees paid to insurance companyUSD $7,475
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $89,143
Insurance broker organization code?3
Amount paid for insurance broker fees7475
Additional information about fees paid to insurance brokerWITHDRAWAL & LOAN PROCESSING
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22319
Policy instance 1
Insurance contract or identification number22319
Number of Individuals Covered791
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $118,861
Total amount of fees paid to insurance companyUSD $7,150
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,369
Insurance broker organization code?3
Amount paid for insurance broker fees7150
Additional information about fees paid to insurance brokerWITHDRAWAL & LOAN PROCESSING
Insurance broker nameRETIREMENT PLANNERS & ADMINISTRATOR
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22319
Policy instance 1
Insurance contract or identification number22319
Number of Individuals Covered540
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $61,592
Total amount of fees paid to insurance companyUSD $3,150
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,214
Insurance broker organization code?3
Amount paid for insurance broker fees3150
Additional information about fees paid to insurance brokerWITHDRAWAL & LOAN PROCESSING
Insurance broker nameRETIREMENT PLANNERS & ADMINISTRATOR
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22319
Policy instance 1
Insurance contract or identification number22319
Number of Individuals Covered418
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $48,809
Total amount of fees paid to insurance companyUSD $2,775
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,999
Insurance broker organization code?3
Amount paid for insurance broker fees2775
Additional information about fees paid to insurance brokerWITHDRAWAL & LOAN PROCESSING
Insurance broker nameRETIREMENT PLANNERS & ADMINISTRATOR
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22319
Policy instance 1
Insurance contract or identification number22319
Number of Individuals Covered301
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $36,026
Total amount of fees paid to insurance companyUSD $1,350
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,799
Insurance broker organization code?3
Amount paid for insurance broker fees1350
Additional information about fees paid to insurance brokerWITHDRAWAL & LOAN PROCESSING
Insurance broker nameRETIREMENT PLANNERS & ADMINISTRATOR
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22319
Policy instance 1
Insurance contract or identification number22319
Number of Individuals Covered239
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $25,861
Total amount of fees paid to insurance companyUSD $652
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,663
Insurance broker organization code?3
Amount paid for insurance broker fees650
Additional information about fees paid to insurance brokerWITHDRAWAL & LOAN PROCESSING
Insurance broker nameVANGUARD GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22319
Policy instance 1
Insurance contract or identification number22319
Number of Individuals Covered202
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $24,395
Total amount of fees paid to insurance companyUSD $1,270
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number22319
Policy instance 1
Insurance contract or identification number22319
Number of Individuals Covered194
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20,438
Total amount of fees paid to insurance companyUSD $1,444
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3