401k Plan data: US DATA MANAGEMENT 401K SAVINGS PLAN plan

US DATA MANAGEMENT 401K SAVINGS PLAN 401k Plan overview

Plan Name	US DATA MANAGEMENT 401K SAVINGS PLAN
Plan identification number	001

US DATA MANAGEMENT 401K SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

US DATA MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: US DATA MANAGEMENT, LLC

Employer identification number (EIN): 770543352

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan US DATA MANAGEMENT 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOAN WALTRIP 2024-10-04
001 2022-01-01 JOAN WALTRIP 2023-10-04
001 2021-01-01 JOAN WALTRIP 2022-10-04
001 2020-01-01 JOANIE WALTRIP 2021-10-01
001 2019-01-01 JOANIE WALTRIP 2020-07-23
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JOANIE WALTRIP 2015-07-24
001 2013-01-01 JOANIE WALTRIP 2014-10-13
001 2012-01-01 JOANIE WALTRIP 2013-07-24
001 2011-01-01 JOANIE WALTRIP 2012-09-27
001 2010-01-01 JOANIE WALTRIP 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JOAN WALTRIP	2024-10-04
001	2022-01-01	JOAN WALTRIP	2023-10-04
001	2021-01-01	JOAN WALTRIP	2022-10-04
001	2020-01-01	JOANIE WALTRIP	2021-10-01
001	2019-01-01	JOANIE WALTRIP	2020-07-23
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JOANIE WALTRIP	2015-07-24
001	2013-01-01	JOANIE WALTRIP	2014-10-13
001	2012-01-01	JOANIE WALTRIP	2013-07-24
001	2011-01-01	JOANIE WALTRIP	2012-09-27
001	2010-01-01	JOANIE WALTRIP	2011-07-28

Plan Statistics for US DATA MANAGEMENT 401K SAVINGS PLAN

401k plan membership statisitcs for US DATA MANAGEMENT 401K SAVINGS PLAN

Measure Date Value
2023: US DATA MANAGEMENT 401K SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 175
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 61
Total of all active and inactive participants 2023-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 237
Number of participants with account balances 2023-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: US DATA MANAGEMENT 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 161
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 57
Total of all active and inactive participants 2022-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 219
Number of participants with account balances 2022-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: US DATA MANAGEMENT 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 136
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 46
Total of all active and inactive participants 2021-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 182
Number of participants with account balances 2021-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: US DATA MANAGEMENT 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 157
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 40
Total of all active and inactive participants 2020-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 197
Number of participants with account balances 2020-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: US DATA MANAGEMENT 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 154
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 33
Total of all active and inactive participants 2019-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 188
Number of participants with account balances 2019-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: US DATA MANAGEMENT 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 116
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 138
Number of participants with account balances 2017-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15

Measure	Date	Value
2023: US DATA MANAGEMENT 401K SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	175
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	61
Total of all active and inactive participants	2023-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	237
Number of participants with account balances	2023-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: US DATA MANAGEMENT 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	161
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	57
Total of all active and inactive participants	2022-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	219
Number of participants with account balances	2022-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: US DATA MANAGEMENT 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	136
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	46
Total of all active and inactive participants	2021-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	182
Number of participants with account balances	2021-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: US DATA MANAGEMENT 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	157
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	40
Total of all active and inactive participants	2020-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	197
Number of participants with account balances	2020-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: US DATA MANAGEMENT 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	154
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	33
Total of all active and inactive participants	2019-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	188
Number of participants with account balances	2019-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: US DATA MANAGEMENT 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	116
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	138
Number of participants with account balances	2017-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15

Financial Data on US DATA MANAGEMENT 401K SAVINGS PLAN

Measure	Date	Value
2023 : US DATA MANAGEMENT 401K SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$3,782,658
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,165,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,121,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,031,387
Value of total assets at end of year	2023-12-31	$11,965,405
Value of total assets at beginning of year	2023-12-31	$9,347,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$43,292
Total interest from all sources	2023-12-31	$20,708
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$157,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$157,297
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,839,029
Participant contributions at end of year	2023-12-31	$390,777
Participant contributions at beginning of year	2023-12-31	$250,188
Participant contributions at end of year	2023-12-31	$61,159
Participant contributions at beginning of year	2023-12-31	$54,000
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$95,716
Other income not declared elsewhere	2023-12-31	$1,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$2,617,536
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$11,965,405
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$9,347,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$8,236,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$6,144,957
Value of interest in pooled separate accounts at end of year	2023-12-31	$2,961,234
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$2,351,691
Interest on participant loans	2023-12-31	$20,708
Value of interest in common/collective trusts at end of year	2023-12-31	$218,845
Value of interest in common/collective trusts at beginning of year	2023-12-31	$437,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$10,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$923,865
Net investment gain/loss from pooled separate accounts	2023-12-31	$617,948
Net investment gain or loss from common/collective trusts	2023-12-31	$29,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$96,642
Employer contributions (assets) at end of year	2023-12-31	$96,642
Employer contributions (assets) at beginning of year	2023-12-31	$98,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,121,830
Contract administrator fees	2023-12-31	$43,292
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2023-12-31	300840934
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$3,782,658
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$1,165,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$1,121,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$2,031,387
Value of total assets at end of year	2023-01-01	$11,965,405
Value of total assets at beginning of year	2023-01-01	$9,347,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$43,292
Total interest from all sources	2023-01-01	$20,708
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$157,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$157,297
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,839,029
Participant contributions at end of year	2023-01-01	$390,777
Participant contributions at beginning of year	2023-01-01	$250,188
Participant contributions at end of year	2023-01-01	$61,159
Participant contributions at beginning of year	2023-01-01	$54,000
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$95,716
Other income not declared elsewhere	2023-01-01	$1,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Income. Non cash contributions	2023-01-01	$0
Value of net income/loss	2023-01-01	$2,617,536
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$11,965,405
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$9,347,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$8,236,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$6,144,957
Value of interest in pooled separate accounts at end of year	2023-01-01	$2,961,234
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$2,351,691
Interest on participant loans	2023-01-01	$20,708
Value of interest in common/collective trusts at end of year	2023-01-01	$218,845
Value of interest in common/collective trusts at beginning of year	2023-01-01	$437,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$10,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$923,865
Net investment gain/loss from pooled separate accounts	2023-01-01	$617,948
Net investment gain or loss from common/collective trusts	2023-01-01	$29,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$96,642
Employer contributions (assets) at end of year	2023-01-01	$96,642
Employer contributions (assets) at beginning of year	2023-01-01	$98,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$1,121,830
Contract administrator fees	2023-01-01	$43,292
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	PENSION ASSURANCE LLP
Accountancy firm EIN	2023-01-01	300840934
2022 : US DATA MANAGEMENT 401K SAVINGS 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	$-64,052
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,646,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,604,034
Value of total corrective distributions	2022-12-31	$14,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,820,572
Value of total assets at end of year	2022-12-31	$9,347,869
Value of total assets at beginning of year	2022-12-31	$11,058,046
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,399
Total interest from all sources	2022-12-31	$13,305
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$96,331
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	$96,331
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
Contributions received from participants	2022-12-31	$1,619,271
Participant contributions at end of year	2022-12-31	$250,188
Participant contributions at beginning of year	2022-12-31	$213,823
Participant contributions at end of year	2022-12-31	$54,000
Participant contributions at beginning of year	2022-12-31	$45,500
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$100,838
Other income not declared elsewhere	2022-12-31	$874
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	$-1,710,177
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,347,869
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,058,046
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 in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,144,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,674,747
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,351,691
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,820,308
Interest on participant loans	2022-12-31	$13,086
Interest earned on other investments	2022-12-31	$219
Value of interest in common/collective trusts at end of year	2022-12-31	$437,522
Value of interest in common/collective trusts at beginning of year	2022-12-31	$127,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$10,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$87,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,279,702
Net investment gain/loss from pooled separate accounts	2022-12-31	$-685,044
Net investment gain or loss from common/collective trusts	2022-12-31	$-30,388
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
Contributions received in cash from employer	2022-12-31	$100,463
Employer contributions (assets) at end of year	2022-12-31	$98,855
Employer contributions (assets) at beginning of year	2022-12-31	$88,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,604,034
Contract administrator fees	2022-12-31	$27,399
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-12-31	300840934
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-64,052
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$1,646,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,604,034
Value of total corrective distributions	2022-01-01	$14,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,820,572
Value of total assets at end of year	2022-01-01	$9,347,869
Value of total assets at beginning of year	2022-01-01	$11,058,046
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$27,399
Total interest from all sources	2022-01-01	$13,305
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$96,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$96,331
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$1,619,271
Participant contributions at end of year	2022-01-01	$250,188
Participant contributions at beginning of year	2022-01-01	$213,823
Participant contributions at end of year	2022-01-01	$54,000
Participant contributions at beginning of year	2022-01-01	$45,500
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$100,838
Other income not declared elsewhere	2022-01-01	$874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-1,710,177
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$9,347,869
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$11,058,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$6,144,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$7,674,747
Value of interest in pooled separate accounts at end of year	2022-01-01	$2,351,691
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$2,820,308
Interest on participant loans	2022-01-01	$13,086
Interest earned on other investments	2022-01-01	$219
Value of interest in common/collective trusts at end of year	2022-01-01	$437,522
Value of interest in common/collective trusts at beginning of year	2022-01-01	$127,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$10,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$87,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-1,279,702
Net investment gain/loss from pooled separate accounts	2022-01-01	$-685,044
Net investment gain or loss from common/collective trusts	2022-01-01	$-30,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$100,463
Employer contributions (assets) at end of year	2022-01-01	$98,855
Employer contributions (assets) at beginning of year	2022-01-01	$88,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,604,034
Contract administrator fees	2022-01-01	$27,399
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-01-01	300840934
2021 : US DATA MANAGEMENT 401K SAVINGS 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	$2,972,347
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$486,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$472,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,667,030
Value of total assets at end of year	2021-12-31	$11,058,046
Value of total assets at beginning of year	2021-12-31	$8,572,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$14,344
Total interest from all sources	2021-12-31	$10,604
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$66,236
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	$66,236
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
Contributions received from participants	2021-12-31	$1,293,145
Participant contributions at end of year	2021-12-31	$213,823
Participant contributions at beginning of year	2021-12-31	$107,120
Participant contributions at end of year	2021-12-31	$45,500
Participant contributions at beginning of year	2021-12-31	$39,000
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$285,770
Other income not declared elsewhere	2021-12-31	$-32
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	$2,485,477
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,058,046
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,572,569
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 in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,674,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,111,994
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,820,308
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,894,083
Interest on participant loans	2021-12-31	$9,023
Interest earned on other investments	2021-12-31	$1,581
Value of interest in common/collective trusts at end of year	2021-12-31	$127,639
Value of interest in common/collective trusts at beginning of year	2021-12-31	$99,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$87,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$231,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$732,265
Net investment gain/loss from pooled separate accounts	2021-12-31	$497,199
Net investment gain or loss from common/collective trusts	2021-12-31	$-955
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	$88,115
Employer contributions (assets) at end of year	2021-12-31	$88,115
Employer contributions (assets) at beginning of year	2021-12-31	$90,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$472,526
Contract administrator fees	2021-12-31	$14,344
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-12-31	300840934
2020 : US DATA MANAGEMENT 401K SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	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	$2,616,167
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,032,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,022,185
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,461,121
Value of total assets at end of year	2020-12-31	$8,572,569
Value of total assets at beginning of year	2020-12-31	$6,989,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,738
Total interest from all sources	2020-12-31	$6,267
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$56,307
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	$56,307
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	$1,348,579
Participant contributions at end of year	2020-12-31	$107,120
Participant contributions at beginning of year	2020-12-31	$22,470
Participant contributions at end of year	2020-12-31	$39,000
Participant contributions at beginning of year	2020-12-31	$83
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$22,460
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$2,352
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	$1,583,244
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,572,569
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,989,325
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 in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,111,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,987,376
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,894,083
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,547,091
Interest on participant loans	2020-12-31	$2,539
Interest earned on other investments	2020-12-31	$3,728
Value of interest in common/collective trusts at end of year	2020-12-31	$99,076
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$231,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$308,943
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$742,151
Net investment gain/loss from pooled separate accounts	2020-12-31	$343,278
Net investment gain or loss from common/collective trusts	2020-12-31	$4,691
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	$90,082
Employer contributions (assets) at end of year	2020-12-31	$90,082
Employer contributions (assets) at beginning of year	2020-12-31	$123,362
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,022,185
Contract administrator fees	2020-12-31	$10,738
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-12-31	300840934
2019 : US DATA MANAGEMENT 401K SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	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	$2,633,207
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$547,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$534,682
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,481,615
Value of total assets at end of year	2019-12-31	$6,989,325
Value of total assets at beginning of year	2019-12-31	$4,903,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,716
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$7,396
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$47,374
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	$47,374
Administrative expenses professional fees incurred	2019-12-31	$0
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	$1,084,589
Participant contributions at end of year	2019-12-31	$22,470
Participant contributions at beginning of year	2019-12-31	$36,549
Participant contributions at end of year	2019-12-31	$83
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$273,664
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$8,246
Administrative expenses (other) incurred	2019-12-31	$0
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	$2,085,809
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,989,325
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,903,516
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	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,987,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$580,614
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,547,091
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,636,506
Interest on participant loans	2019-12-31	$1,683
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$5,713
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$308,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$528,505
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$501,790
Net investment gain/loss from pooled separate accounts	2019-12-31	$586,786
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
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	$123,362
Employer contributions (assets) at end of year	2019-12-31	$123,362
Employer contributions (assets) at beginning of year	2019-12-31	$121,342
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$534,682
Contract administrator fees	2019-12-31	$12,716
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
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	PENSION ASSURANCE
Accountancy firm EIN	2019-12-31	300840934
2018 : US DATA MANAGEMENT 401K SAVINGS 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	$39,556
Total income from all sources (including contributions)	2018-12-31	$757,347
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$465,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$454,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,103,931
Value of total assets at end of year	2018-12-31	$4,903,516
Value of total assets at beginning of year	2018-12-31	$4,650,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,398
Total interest from all sources	2018-12-31	$4,252
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,832
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	$1,832
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	$959,429
Participant contributions at end of year	2018-12-31	$36,549
Participant contributions at beginning of year	2018-12-31	$14,528
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$679
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$23,160
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$39,556
Other income not declared elsewhere	2018-12-31	$-1,572
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	$292,127
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,903,516
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,611,389
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$580,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$575,596
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,636,506
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,384,257
Interest on participant loans	2018-12-31	$1,761
Interest earned on other investments	2018-12-31	$2,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$528,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$549,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-85,903
Net investment gain/loss from pooled separate accounts	2018-12-31	$-265,193
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	$121,342
Employer contributions (assets) at end of year	2018-12-31	$121,342
Employer contributions (assets) at beginning of year	2018-12-31	$126,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$454,467
Contract administrator fees	2018-12-31	$10,398
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934
2017 : US DATA MANAGEMENT 401K SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$39,556
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	$1,513,150
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$191,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$150,633
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$39,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$937,827
Value of total assets at end of year	2017-12-31	$4,650,945
Value of total assets at beginning of year	2017-12-31	$3,289,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,366
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$3,530
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,694
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	$4,694
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$799,241
Participant contributions at end of year	2017-12-31	$14,528
Participant contributions at beginning of year	2017-12-31	$27,251
Participant contributions at end of year	2017-12-31	$679
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$12,471
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$39,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$-2,236
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
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	$1,321,595
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,611,389
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,289,794
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	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$575,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,384,257
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,578,274
Interest on participant loans	2017-12-31	$1,152
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$2,378
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$549,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$555,515
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$-828
Net investment gain/loss from pooled separate accounts	2017-12-31	$570,163
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Net gain/loss from 103.12 investment entities	2017-12-31	$0
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	$126,115
Employer contributions (assets) at end of year	2017-12-31	$126,115
Employer contributions (assets) at beginning of year	2017-12-31	$128,754
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$150,633
Contract administrator fees	2017-12-31	$1,366
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
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
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
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	BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN	2017-12-31	952089835

Form 5500 Responses for US DATA MANAGEMENT 401K SAVINGS PLAN

2023: US DATA MANAGEMENT 401K SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: US DATA MANAGEMENT 401K SAVINGS 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: US DATA MANAGEMENT 401K SAVINGS 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: US DATA MANAGEMENT 401K SAVINGS 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: US DATA MANAGEMENT 401K SAVINGS 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: US DATA MANAGEMENT 401K SAVINGS 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

810328

Policy instance

Insurance contract or identification number	810328
Number of Individuals Covered	241
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,288
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

810328

Policy instance

Insurance contract or identification number	810328
Number of Individuals Covered	221
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,311
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

810328

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

810328

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

810328

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

810328

Policy instance

Potentially related plans

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Company Name:	US DATA MANAGEMENT, LLC
Employer identification number (EIN):	770543352
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services