401k Plan data: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN plan

GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 401k Plan overview

Plan Name	GUARANTEED RATE AFFINITY, LLC 401(K) PLAN
Plan identification number	001

GUARANTEED RATE AFFINITY, LLC 401(K) 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

GUARANTEED RATE AFFINITY, LLC has sponsored the creation of one or more 401k plans.

Company Name: GUARANTEED RATE AFFINITY, LLC

Employer identification number (EIN): 815294275

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Additional information about GUARANTEED RATE AFFINITY, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2017-02-24

Company Identification Number: 0802659584

Legal Registered Office Address: 1800 W LARCHMONT AVE

CHICAGO
United States of America (USA)
60613

More information about GUARANTEED RATE AFFINITY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GUARANTEED RATE AFFINITY, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-06-15 KENNETH KANE KENNETH KANE 2018-10-09

Plan Statistics for GUARANTEED RATE AFFINITY, LLC 401(K) PLAN

401k plan membership statisitcs for GUARANTEED RATE AFFINITY, LLC 401(K) PLAN

Measure Date Value
2022: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,890
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
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 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 515
2021: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,432
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,537
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 358
Total of all active and inactive participants 2021-01-01 1,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,895
Number of participants with account balances 2021-01-01 1,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 179
2020: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,019
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,317
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 166
Total of all active and inactive participants 2020-01-01 1,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,483
Number of participants with account balances 2020-01-01 1,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 98
2019: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 872
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 907
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 112
Total of all active and inactive participants 2019-01-01 1,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,019
Number of participants with account balances 2019-01-01 822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 69
2018: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 737
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 773
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 101
Total of all active and inactive participants 2018-01-01 874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 874
Number of participants with account balances 2018-01-01 638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 36
2017: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-15 11
Total number of active participants reported on line 7a of the Form 5500 2017-06-15 725
Number of retired or separated participants receiving benefits 2017-06-15 0
Number of other retired or separated participants entitled to future benefits 2017-06-15 12
Total of all active and inactive participants 2017-06-15 737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-15 0
Total participants 2017-06-15 737
Number of participants with account balances 2017-06-15 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-15 0

Measure	Date	Value
2022: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,890
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
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	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	515
2021: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,432
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,537
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	358
Total of all active and inactive participants	2021-01-01	1,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,895
Number of participants with account balances	2021-01-01	1,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	179
2020: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,019
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,317
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	166
Total of all active and inactive participants	2020-01-01	1,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,483
Number of participants with account balances	2020-01-01	1,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	98
2019: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	872
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	907
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	112
Total of all active and inactive participants	2019-01-01	1,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,019
Number of participants with account balances	2019-01-01	822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	69
2018: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	737
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	773
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	101
Total of all active and inactive participants	2018-01-01	874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	874
Number of participants with account balances	2018-01-01	638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	36
2017: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-15	11
Total number of active participants reported on line 7a of the Form 5500	2017-06-15	725
Number of retired or separated participants receiving benefits	2017-06-15	0
Number of other retired or separated participants entitled to future benefits	2017-06-15	12
Total of all active and inactive participants	2017-06-15	737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-15	0
Total participants	2017-06-15	737
Number of participants with account balances	2017-06-15	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-15	0

Financial Data on GUARANTEED RATE AFFINITY, LLC 401(K) PLAN

Measure	Date	Value
2022 : GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$51,213,240
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	$5,942,800
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,662,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,526,778
Expenses. Certain deemed distributions of participant loans	2022-12-31	$53,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$15,977,204
Value of total assets at end of year	2022-12-31	$0
Value of total assets at beginning of year	2022-12-31	$51,933,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$82,213
Total interest from all sources	2022-12-31	$66,607
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$551,068
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	$551,068
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$9,607,680
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$1,265,399
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,264,936
Administrative expenses (other) incurred	2022-12-31	$82,213
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	$-719,982
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$51,933,222
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,856,360
Interest on participant loans	2022-12-31	$66,607
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$34,811,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,133,872
Net investment gain or loss from common/collective trusts	2022-12-31	$-6,518,207
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	$4,104,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,526,778
Did the plan have assets held for investment	2022-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RICHEY, MAY & CO., LLP
Accountancy firm EIN	2022-12-31	710911208
2021 : GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$94,143
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	$21,506,542
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,867,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,757,173
Expenses. Certain deemed distributions of participant loans	2021-12-31	$33,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$15,661,140
Value of total assets at end of year	2021-12-31	$51,933,222
Value of total assets at beginning of year	2021-12-31	$33,200,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$76,735
Total interest from all sources	2021-12-31	$41,954
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,338,178
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	$1,338,178
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$12,166,598
Participant contributions at end of year	2021-12-31	$1,265,399
Participant contributions at beginning of year	2021-12-31	$709,855
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,046,660
Other income not declared elsewhere	2021-12-31	$-91,004
Administrative expenses (other) incurred	2021-12-31	$76,735
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	$18,638,761
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$51,933,222
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$33,200,318
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	$15,856,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,717,962
Interest on participant loans	2021-12-31	$41,954
Value of interest in common/collective trusts at end of year	2021-12-31	$34,811,463
Value of interest in common/collective trusts at beginning of year	2021-12-31	$21,772,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$845,569
Net investment gain or loss from common/collective trusts	2021-12-31	$3,710,705
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	$1,447,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,757,173
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	RICHEY, MAY & CO., LLP
Accountancy firm EIN	2021-12-31	710911208
2020 : GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$15,157,827
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,269,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,232,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$10,509,991
Value of total assets at end of year	2020-12-31	$33,200,318
Value of total assets at beginning of year	2020-12-31	$19,311,827
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$36,890
Total interest from all sources	2020-12-31	$36,538
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$318,787
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	$318,787
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$20,000,000
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	$8,631,722
Participant contributions at end of year	2020-12-31	$709,855
Participant contributions at beginning of year	2020-12-31	$587,768
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,031,799
Administrative expenses (other) incurred	2020-12-31	$36,890
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	$13,888,491
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$33,200,318
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,311,827
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	$10,717,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,751,802
Interest on participant loans	2020-12-31	$36,538
Value of interest in common/collective trusts at end of year	2020-12-31	$21,772,501
Value of interest in common/collective trusts at beginning of year	2020-12-31	$972,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,524,914
Net investment gain or loss from common/collective trusts	2020-12-31	$-1,232,403
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	$846,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,232,446
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN	2020-12-31	271170185
2019 : GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of 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	$102,041
Total transfer of assets to this plan	2019-12-31	$102,041
Total transfer of assets from this plan	2019-12-31	$4,880
Total transfer of assets from this plan	2019-12-31	$4,880
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	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	$10,215,838
Total income from all sources (including contributions)	2019-12-31	$10,215,838
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,466,904
Total of all expenses incurred	2019-12-31	$1,466,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,459,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,459,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,306,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,306,847
Value of total assets at end of year	2019-12-31	$19,311,827
Value of total assets at beginning of year	2019-12-31	$10,465,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,055
Total interest from all sources	2019-12-31	$31,006
Total interest from all sources	2019-12-31	$31,006
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$784,474
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$784,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$784,474
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$784,474
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$20,000,000
Value of fidelity bond cover	2019-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,518,546
Contributions received from participants	2019-12-31	$4,518,546
Participant contributions at end of year	2019-12-31	$587,768
Participant contributions at beginning of year	2019-12-31	$413,385
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,203,448
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,203,448
Other income not declared elsewhere	2019-12-31	$1,900
Other income not declared elsewhere	2019-12-31	$1,900
Administrative expenses (other) incurred	2019-12-31	$7,055
Administrative expenses (other) incurred	2019-12-31	$7,055
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
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	$8,748,934
Value of net income/loss	2019-12-31	$8,748,934
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,311,827
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,311,827
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,465,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,751,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,341,825
Interest on participant loans	2019-12-31	$31,006
Interest on participant loans	2019-12-31	$31,006
Value of interest in common/collective trusts at end of year	2019-12-31	$972,257
Value of interest in common/collective trusts at beginning of year	2019-12-31	$710,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,073,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,073,415
Net investment gain or loss from common/collective trusts	2019-12-31	$18,196
Net investment gain or loss from common/collective trusts	2019-12-31	$18,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$584,853
Contributions received in cash from employer	2019-12-31	$584,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,459,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,459,849
Did the plan have assets held for investment	2019-12-31	Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm name	2019-12-31	DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN	2019-12-31	271170185
Accountancy firm EIN	2019-12-31	271170185
2018 : GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$363,713
Total transfer of assets from this plan	2018-12-31	$52,818
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	$7,949,135
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$864,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$862,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$8,824,243
Value of total assets at end of year	2018-12-31	$10,465,732
Value of total assets at beginning of year	2018-12-31	$3,070,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,420
Total interest from all sources	2018-12-31	$14,292
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$625,444
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	$625,444
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$20,000,000
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	$3,255,147
Participant contributions at end of year	2018-12-31	$413,385
Participant contributions at beginning of year	2018-12-31	$68,852
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,492,582
Administrative expenses (other) incurred	2018-12-31	$2,420
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	$7,084,445
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,465,732
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,070,392
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	$9,341,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,729,767
Interest on participant loans	2018-12-31	$14,292
Value of interest in common/collective trusts at end of year	2018-12-31	$710,522
Value of interest in common/collective trusts at beginning of year	2018-12-31	$271,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,525,997
Net investment gain or loss from common/collective trusts	2018-12-31	$11,153
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	$76,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$862,270
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	DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN	2018-12-31	271170185
2017 : GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$302,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,768,404
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,715,541
Value of total assets at end of year	2017-12-31	$3,070,392
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$290
Total interest from all sources	2017-12-31	$1,235
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$82,243
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	$82,243
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$312,391
Participant contributions at end of year	2017-12-31	$68,852
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,403,150
Administrative expenses (other) incurred	2017-12-31	$290
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	$2,768,114
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,070,392
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,729,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$1,235
Value of interest in common/collective trusts at end of year	2017-12-31	$271,773
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$-32,147
Net investment gain or loss from common/collective trusts	2017-12-31	$1,532
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
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

Form 5500 Responses for GUARANTEED RATE AFFINITY, LLC 401(K) PLAN

2022: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
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: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GUARANTEED RATE AFFINITY, LLC 401(K) PLAN 2017 form 5500 responses
2017-06-15	Type of plan entity	Single employer plan
2017-06-15	First time form 5500 has been submitted	Yes
2017-06-15	Submission has been amended	No
2017-06-15	This submission is the final filing	No
2017-06-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-06-15	Plan is a collectively bargained plan	No
2017-06-15	Plan funding arrangement – Trust	Yes
2017-06-15	Plan benefit arrangement - Trust	Yes

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Company Name:	GUARANTEED RATE AFFINITY, LLC
Employer identification number (EIN):	815294275
NAIC Classification:	522292
NAIC Description:	Real Estate Credit

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2017-02-24
Company Identification Number:	0802659584
Legal Registered Office Address:	1800 W LARCHMONT AVE CHICAGO United States of America (USA) 60613