401k Plan data: INFOMERGE LLC 401(K) PLAN plan

INFOMERGE LLC 401(K) PLAN 401k Plan overview

Plan Name	INFOMERGE LLC 401(K) PLAN
Plan identification number	001

INFOMERGE LLC 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.
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

INFOMERGE LLC has sponsored the creation of one or more 401k plans.

Company Name: INFOMERGE LLC

Employer identification number (EIN): 611697922

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INFOMERGE LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRADLEY BRUNER BRADLEY BRUNER 2018-10-15
001 2016-01-01 BRADLEY BRUNER BRADLEY BRUNER 2017-10-16

Plan Statistics for INFOMERGE LLC 401(K) PLAN

401k plan membership statisitcs for INFOMERGE LLC 401(K) PLAN

Measure Date Value
2022: INFOMERGE LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 96
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 58
Total of all active and inactive participants 2022-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 156
Number of participants with account balances 2022-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 20
2021: INFOMERGE LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 99
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 53
Total of all active and inactive participants 2021-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 154
Number of participants with account balances 2021-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: INFOMERGE LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 108
Number of retired or separated participants receiving benefits 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 56
Total of all active and inactive participants 2020-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 174
Number of participants with account balances 2020-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: INFOMERGE LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 108
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 43
Total of all active and inactive participants 2019-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 151
Number of participants with account balances 2019-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: INFOMERGE LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 91
Number of retired or separated participants receiving benefits 2018-01-01 11
Number of other retired or separated participants entitled to future benefits 2018-01-01 53
Total of all active and inactive participants 2018-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 155
Number of participants with account balances 2018-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 18
2017: INFOMERGE LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 93
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 103
Total of all active and inactive participants 2017-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 204
Number of participants with account balances 2017-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 42
2016: INFOMERGE LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 133
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 180
Number of participants with account balances 2016-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11

Measure	Date	Value
2022: INFOMERGE LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	96
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	58
Total of all active and inactive participants	2022-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	156
Number of participants with account balances	2022-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	20
2021: INFOMERGE LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	99
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	53
Total of all active and inactive participants	2021-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	154
Number of participants with account balances	2021-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: INFOMERGE LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	108
Number of retired or separated participants receiving benefits	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	56
Total of all active and inactive participants	2020-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	174
Number of participants with account balances	2020-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: INFOMERGE LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	108
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	43
Total of all active and inactive participants	2019-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	151
Number of participants with account balances	2019-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: INFOMERGE LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	91
Number of retired or separated participants receiving benefits	2018-01-01	11
Number of other retired or separated participants entitled to future benefits	2018-01-01	53
Total of all active and inactive participants	2018-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	155
Number of participants with account balances	2018-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	18
2017: INFOMERGE LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	93
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	103
Total of all active and inactive participants	2017-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	204
Number of participants with account balances	2017-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	42
2016: INFOMERGE LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	133
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	180
Number of participants with account balances	2016-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11

Financial Data on INFOMERGE LLC 401(K) PLAN

Measure	Date	Value
2022 : INFOMERGE LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,517,640
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$765,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$718,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,334,228
Value of total assets at end of year	2022-12-31	$28,205,991
Value of total assets at beginning of year	2022-12-31	$33,489,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$46,842
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$675,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$675,883
Administrative expenses professional fees incurred	2022-12-31	$3,356
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$634,666
Participant contributions at end of year	2022-12-31	$5,385
Participant contributions at beginning of year	2022-12-31	$16,763
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$35,097
Total non interest bearing cash at end of year	2022-12-31	$280
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,283,160
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$28,205,991
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,489,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$43,486
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$27,535,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$32,801,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,527,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$664,465
Employer contributions (assets) at end of year	2022-12-31	$664,465
Employer contributions (assets) at beginning of year	2022-12-31	$670,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$718,678
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2022-12-31	300038643
2021 : INFOMERGE LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,773,356
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,849,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,800,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,404,393
Value of total assets at end of year	2021-12-31	$33,489,151
Value of total assets at beginning of year	2021-12-31	$29,565,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$49,646
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$631,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$631,432
Administrative expenses professional fees incurred	2021-12-31	$3,529
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$620,618
Participant contributions at end of year	2021-12-31	$16,763
Participant contributions at beginning of year	2021-12-31	$31,935
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$113,623
Total non interest bearing cash at end of year	2021-12-31	$396
Total non interest bearing cash at beginning of year	2021-12-31	$241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,923,506
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,489,151
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,565,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$46,117
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$32,801,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$28,859,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,737,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$670,152
Employer contributions (assets) at end of year	2021-12-31	$670,152
Employer contributions (assets) at beginning of year	2021-12-31	$673,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,800,204
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2021-12-31	300038643
2020 : INFOMERGE LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,648,708
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,930,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,892,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,391,499
Value of total assets at end of year	2020-12-31	$29,565,645
Value of total assets at beginning of year	2020-12-31	$25,847,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$37,274
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$474,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$474,923
Administrative expenses professional fees incurred	2020-12-31	$2,438
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$638,205
Participant contributions at end of year	2020-12-31	$31,935
Participant contributions at beginning of year	2020-12-31	$440
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$79,579
Total non interest bearing cash at end of year	2020-12-31	$241
Total non interest bearing cash at beginning of year	2020-12-31	$20,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,718,528
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,565,645
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$25,847,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$34,836
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$28,859,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$25,190,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,782,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$673,715
Employer contributions (assets) at end of year	2020-12-31	$673,715
Employer contributions (assets) at beginning of year	2020-12-31	$635,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,892,906
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2020-12-31	300038643
2019 : INFOMERGE LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$5,361,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,543,170
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,730,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,693,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,381,393
Value of total assets at end of year	2019-12-31	$25,847,117
Value of total assets at beginning of year	2019-12-31	$16,673,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$37,261
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$539,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$539,660
Administrative expenses professional fees incurred	2019-12-31	$7,163
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$625,253
Participant contributions at end of year	2019-12-31	$440
Participant contributions at beginning of year	2019-12-31	$8,081
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,628
Total non interest bearing cash at end of year	2019-12-31	$20,844
Total non interest bearing cash at beginning of year	2019-12-31	$811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,812,506
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,847,117
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,673,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$30,098
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$25,190,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,069,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,622,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$752,512
Employer contributions (assets) at end of year	2019-12-31	$635,215
Employer contributions (assets) at beginning of year	2019-12-31	$594,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,693,403
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2019-12-31	300038643
2018 : INFOMERGE LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$-176,971
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,997,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,957,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,208,606
Value of total assets at end of year	2018-12-31	$16,673,529
Value of total assets at beginning of year	2018-12-31	$22,848,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$40,552
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$419,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$419,938
Administrative expenses professional fees incurred	2018-12-31	$9,691
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$524,062
Participant contributions at end of year	2018-12-31	$8,081
Participant contributions at beginning of year	2018-12-31	$46,073
Total non interest bearing cash at end of year	2018-12-31	$811
Total non interest bearing cash at beginning of year	2018-12-31	$72
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-6,174,948
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,673,529
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,848,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$30,861
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,069,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,044,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,805,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$684,544
Employer contributions (assets) at end of year	2018-12-31	$594,766
Employer contributions (assets) at beginning of year	2018-12-31	$758,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,957,425
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2018-12-31	300038643
2017 : INFOMERGE LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$3,494,193
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	$4,778,542
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$476,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$448,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,569,826
Value of total assets at end of year	2017-12-31	$22,848,477
Value of total assets at beginning of year	2017-12-31	$15,052,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$28,182
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$433,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$433,196
Administrative expenses professional fees incurred	2017-12-31	$1,878
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$796,795
Participant contributions at end of year	2017-12-31	$46,073
Participant contributions at beginning of year	2017-12-31	$50,832
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$14,853
Total non interest bearing cash at end of year	2017-12-31	$72
Total non interest bearing cash at beginning of year	2017-12-31	$101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,301,926
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$22,848,477
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,052,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$26,304
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$22,044,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,267,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,775,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$758,178
Employer contributions (assets) at end of year	2017-12-31	$758,178
Employer contributions (assets) at beginning of year	2017-12-31	$733,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$448,434
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2017-12-31	300038643
2016 : INFOMERGE LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$2,240,255
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	$1,546
Total income from all sources (including contributions)	2016-12-31	$2,644,739
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$408,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$389,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,465,616
Value of total assets at end of year	2016-12-31	$15,052,358
Value of total assets at beginning of year	2016-12-31	$10,577,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,518
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$294,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$294,799
Administrative expenses professional fees incurred	2016-12-31	$1,441
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$675,790
Participant contributions at end of year	2016-12-31	$50,832
Participant contributions at beginning of year	2016-12-31	$43,880
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$56,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$1,546
Total non interest bearing cash at end of year	2016-12-31	$101
Total non interest bearing cash at beginning of year	2016-12-31	$8,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,235,879
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,052,358
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,576,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$18,077
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,267,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,062,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$884,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$733,525
Employer contributions (assets) at end of year	2016-12-31	$733,525
Employer contributions (assets) at beginning of year	2016-12-31	$463,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$389,342
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2016-12-31	300038643

Form 5500 Responses for INFOMERGE LLC 401(K) PLAN

2022: INFOMERGE LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INFOMERGE LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INFOMERGE LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INFOMERGE LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INFOMERGE LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INFOMERGE LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INFOMERGE LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INFOMERGE LLC
Employer identification number (EIN):	611697922
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)