401k Plan data: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN plan

STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

STRATEGIES TO EMPOWER PEOPLE, INC. has sponsored the creation of one or more 401k plans.

Company Name: STRATEGIES TO EMPOWER PEOPLE, INC.

Employer identification number (EIN): 680361600

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01

Plan Statistics for STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 538
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 383
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 66
Total of all active and inactive participants 2022-01-01 451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 453
Number of participants with account balances 2022-01-01 451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 72
2021: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 538
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 398
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 77
Total of all active and inactive participants 2021-01-01 475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 476
Number of participants with account balances 2021-01-01 468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 83
2020: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 511
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 415
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 52
Total of all active and inactive participants 2020-01-01 467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 468
Number of participants with account balances 2020-01-01 462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 66
2019: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 392
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 39
Total of all active and inactive participants 2019-01-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 431
Number of participants with account balances 2019-01-01 429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 84
2018: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 417
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 417
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 417
Number of participants with account balances 2018-01-01 417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	538
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	383
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	66
Total of all active and inactive participants	2022-01-01	451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	453
Number of participants with account balances	2022-01-01	451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	72
2021: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	538
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	398
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	77
Total of all active and inactive participants	2021-01-01	475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	476
Number of participants with account balances	2021-01-01	468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	83
2020: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	511
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	415
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	52
Total of all active and inactive participants	2020-01-01	467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	468
Number of participants with account balances	2020-01-01	462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	66
2019: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	392
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	39
Total of all active and inactive participants	2019-01-01	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	431
Number of participants with account balances	2019-01-01	429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	84
2018: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	417
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	417
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	417
Number of participants with account balances	2018-01-01	417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-2,030,000
Total unrealized appreciation/depreciation of assets	2022-12-31	$-2,030,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$7,841,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$9,952,440
Expenses. Interest paid	2022-12-31	$202,622
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$202,622
Total income from all sources (including contributions)	2022-12-31	$-1,415,525
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$288,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$83,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$613,369
Value of total assets at end of year	2022-12-31	$1,678,603
Value of total assets at beginning of year	2022-12-31	$5,493,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,907
Total interest from all sources	2022-12-31	$1,106
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$87
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$102,440
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	$-1,703,856
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$-6,163,089
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$-4,459,233
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$458,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$543,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$543,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,106
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	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$1,220,000
Assets. Invements in employer securities at beginning of year	2022-12-31	$3,250,000
Contributions received in cash from employer	2022-12-31	$613,369
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$1,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$83,802
Contract administrator fees	2022-12-31	$1,820
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
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$7,841,692
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$9,850,000
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN	2022-12-31	680251243
2021 : STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-9,100,000
Total unrealized appreciation/depreciation of assets	2021-12-31	$-9,100,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$9,850,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$102,440
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$102,440
Total income from all sources (including contributions)	2021-12-31	$-7,399,914
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$46,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$44,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,700,000
Value of total assets at end of year	2021-12-31	$5,493,207
Value of total assets at beginning of year	2021-12-31	$3,089,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,625
Total interest from all sources	2021-12-31	$86
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$15
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$102,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$1,610
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	$-7,446,023
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$-4,356,793
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,089,230
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$543,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,089,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,089,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$86
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
Assets. Invements in employer securities at end of year	2021-12-31	$3,250,000
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$1,700,000
Employer contributions (assets) at end of year	2021-12-31	$1,700,000
Employer contributions (assets) at beginning of year	2021-12-31	$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$44,484
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
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$9,850,000
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN	2021-12-31	680251243
2020 : STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP 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	$2,000,326
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$11,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$9,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,000,000
Value of total assets at end of year	2020-12-31	$3,089,230
Value of total assets at beginning of year	2020-12-31	$1,100,190
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,310
Total interest from all sources	2020-12-31	$326
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$1,310
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
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	$1,989,040
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,089,230
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,100,190
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,089,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$500,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$500,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$326
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	$2,000,000
Employer contributions (assets) at end of year	2020-12-31	$2,000,000
Employer contributions (assets) at beginning of year	2020-12-31	$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$9,976
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	Unqualified
Accountancy firm name	2020-12-31	CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN	2020-12-31	680251243
2019 : STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$600,190
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$600,000
Value of total assets at end of year	2019-12-31	$1,100,190
Value of total assets at beginning of year	2019-12-31	$500,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$190
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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
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	$600,190
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,100,190
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$500,000
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$500,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$190
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	No
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	$600,000
Employer contributions (assets) at end of year	2019-12-31	$600,000
Employer contributions (assets) at beginning of year	2019-12-31	$500,000
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	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN	2019-12-31	680251243
2018 : STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP 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	$500,000
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$500,000
Value of total assets at end of year	2018-12-31	$500,000
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
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 year	2018-12-31	No
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
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	$500,000
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$500,000
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
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
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	No
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	$500,000
Employer contributions (assets) at end of year	2018-12-31	$500,000
Employer contributions (assets) at beginning of year	2018-12-31	$0
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	CAMPBELL TAYLOR & COMPANY CPA
Accountancy firm EIN	2018-12-31	680251243

Form 5500 Responses for STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN

2022: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP 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: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP 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: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP 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: STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	STRATEGIES TO EMPOWER PEOPLE, INC.
Employer identification number (EIN):	680361600
NAIC Classification:	624100
NAIC Description:	Individual and Family Services