401k Plan data: CONNECTWISE, INC. 401(K) PLAN plan

CONNECTWISE, INC. 401(K) PLAN 401k Plan overview

Plan Name	CONNECTWISE, INC. 401(K) PLAN
Plan identification number	001

CONNECTWISE, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

CONNECTWISE, INC. has sponsored the creation of one or more 401k plans.

Company Name: CONNECTWISE, INC.

Employer identification number (EIN): 592874220

NAIC Classification: 518210
NAIC Description: Data Processing, Hosting, and Related Services

Additional information about CONNECTWISE, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2015-12-30

Company Identification Number: 0802358804

Legal Registered Office Address: PO BOX 25738

TAMPA
United States of America (USA)
33622

More information about CONNECTWISE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNECTWISE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JOSH POE
001 2014-01-01
001 2013-01-01
001 2012-01-01 DAVID BELLINI
001 2011-01-01 DAVID BELLINI
001 2010-01-01 DAVID BELLINI 2011-06-07

Plan Statistics for CONNECTWISE, INC. 401(K) PLAN

401k plan membership statisitcs for CONNECTWISE, INC. 401(K) PLAN

Measure Date Value
2015: CONNECTWISE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 722
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 746
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 97
Total of all active and inactive participants 2015-01-01 843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 843
Number of participants with account balances 2015-01-01 824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CONNECTWISE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 536
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 647
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 62
Total of all active and inactive participants 2014-01-01 709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 709
Number of participants with account balances 2014-01-01 688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CONNECTWISE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 477
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 45
Total of all active and inactive participants 2013-01-01 522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 522
Number of participants with account balances 2013-01-01 494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 25
2012: CONNECTWISE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 253
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 36
Total of all active and inactive participants 2012-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 289
Number of participants with account balances 2012-01-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: CONNECTWISE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 186
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 20
Total of all active and inactive participants 2011-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 206
Number of participants with account balances 2011-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6

Measure	Date	Value
2015: CONNECTWISE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	722
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	746
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	97
Total of all active and inactive participants	2015-01-01	843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	843
Number of participants with account balances	2015-01-01	824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CONNECTWISE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	536
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	647
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	62
Total of all active and inactive participants	2014-01-01	709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	709
Number of participants with account balances	2014-01-01	688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CONNECTWISE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	477
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	45
Total of all active and inactive participants	2013-01-01	522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	522
Number of participants with account balances	2013-01-01	494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	25
2012: CONNECTWISE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	253
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	36
Total of all active and inactive participants	2012-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	289
Number of participants with account balances	2012-01-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: CONNECTWISE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	186
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	20
Total of all active and inactive participants	2011-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	206
Number of participants with account balances	2011-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6

Financial Data on CONNECTWISE, INC. 401(K) PLAN

Measure	Date	Value
2015 : CONNECTWISE, INC. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$17,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$11,358
Total income from all sources (including contributions)	2015-12-31	$4,966,552
Total of all expenses incurred	2015-12-31	$424,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$391,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,109,792
Value of total assets at end of year	2015-12-31	$14,566,432
Value of total assets at beginning of year	2015-12-31	$10,018,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$33,110
Total interest from all sources	2015-12-31	$194
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$675,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$675,914
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,897,152
Participant contributions at end of year	2015-12-31	$114,193
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$328,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$17,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$11,358
Other income not declared elsewhere	2015-12-31	$-952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$4,541,719
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,548,504
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,006,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$14,452,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,018,143
Interest on participant loans	2015-12-31	$32
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-818,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,884,128
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$391,723
Contract administrator fees	2015-12-31	$33,110
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BARLEY MCNAMARA WILD
Accountancy firm EIN	2015-12-31	273236857
2014 : CONNECTWISE, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$11,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$90
Total income from all sources (including contributions)	2014-12-31	$3,742,271
Total of all expenses incurred	2014-12-31	$303,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$282,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,270,519
Value of total assets at end of year	2014-12-31	$10,018,143
Value of total assets at beginning of year	2014-12-31	$6,568,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,234
Total interest from all sources	2014-12-31	$28
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$624,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$624,688
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,960,856
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$75,568
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$11,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$90
Other income not declared elsewhere	2014-12-31	$730
Administrative expenses (other) incurred	2014-12-31	$21,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,438,488
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,006,785
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,568,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,018,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,567,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-153,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,234,095
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$282,357
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN	2014-12-31	591687531
2013 : CONNECTWISE, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$90
Total income from all sources (including contributions)	2013-12-31	$3,045,603
Total of all expenses incurred	2013-12-31	$257,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$249,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,221,651
Value of total assets at end of year	2013-12-31	$6,568,387
Value of total assets at beginning of year	2013-12-31	$3,779,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,339,945
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$20,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,788,567
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,568,297
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,779,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,567,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,779,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$823,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$861,638
Employer contributions (assets) at end of year	2013-12-31	$476
Employer contributions (assets) at beginning of year	2013-12-31	$566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$249,490
Contract administrator fees	2013-12-31	$7,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN	2013-12-31	591687531
2012 : CONNECTWISE, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,829,342
Total of all expenses incurred	2012-12-31	$100,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$60,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,478,769
Value of total assets at end of year	2012-12-31	$3,779,730
Value of total assets at beginning of year	2012-12-31	$2,050,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$39,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$300,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$856,293
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$21,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,729,163
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,779,730
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,050,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,779,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,040,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$350,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$601,080
Employer contributions (assets) at end of year	2012-12-31	$566
Employer contributions (assets) at beginning of year	2012-12-31	$9,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$60,256
Contract administrator fees	2012-12-31	$39,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN	2012-12-31	591687531
2011 : CONNECTWISE, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,060,090
Total of all expenses incurred	2011-12-31	$40,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$20,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,166,948
Value of total assets at end of year	2011-12-31	$2,050,567
Value of total assets at beginning of year	2011-12-31	$1,030,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$19,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$300,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$648,865
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$43,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,019,971
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,050,567
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,030,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,040,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,030,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-106,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$474,380
Employer contributions (assets) at end of year	2011-12-31	$9,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$20,304
Contract administrator fees	2011-12-31	$19,815
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BAUMANN, RAYMONDO & COMPANY
Accountancy firm EIN	2011-12-31	592883491

Form 5500 Responses for CONNECTWISE, INC. 401(K) PLAN

2015: CONNECTWISE, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CONNECTWISE, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CONNECTWISE, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CONNECTWISE, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CONNECTWISE, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

CONNECTWISE, INC. 401(K) PLAN [EIN = 300886252]

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Company Name:	CONNECTWISE, INC.
Employer identification number (EIN):	592874220
NAIC Classification:	518210
NAIC Description:	Data Processing, Hosting, and Related Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2015-12-30
Company Identification Number:	0802358804
Legal Registered Office Address:	PO BOX 25738 TAMPA United States of America (USA) 33622

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	JOSH POE
001	2014-01-01
001	2013-01-01
001	2012-01-01	DAVID BELLINI
001	2011-01-01	DAVID BELLINI
001	2010-01-01	DAVID BELLINI	2011-06-07