401k Plan data: IMPACT MHC MANAGEMENT, LLC 401(K) PLAN plan

IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan Name	IMPACT MHC MANAGEMENT, LLC 401(K) PLAN
Plan identification number	001

IMPACT MHC MANAGEMENT, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

IMPACT MHC, LLC has sponsored the creation of one or more 401k plans.

Company Name: IMPACT MHC, LLC

Employer identification number (EIN): 830699042

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IMPACT MHC MANAGEMENT, 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

Plan Statistics for IMPACT MHC MANAGEMENT, LLC 401(K) PLAN

401k plan membership statisitcs for IMPACT MHC MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2022: IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 517
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 345
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 74
Total of all active and inactive participants 2022-01-01 419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 419
Number of participants with account balances 2022-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 521
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 449
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 68
Total of all active and inactive participants 2021-01-01 517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 517
Number of participants with account balances 2021-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 522
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 429
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 92
Total of all active and inactive participants 2020-01-01 521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 521
Number of participants with account balances 2020-01-01 321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 438
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 494
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 28
Total of all active and inactive participants 2019-01-01 522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 522
Number of participants with account balances 2019-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 395
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 21
Total of all active and inactive participants 2018-01-01 416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 416
Number of participants with account balances 2018-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	517
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	345
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	74
Total of all active and inactive participants	2022-01-01	419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	419
Number of participants with account balances	2022-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	521
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	449
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	68
Total of all active and inactive participants	2021-01-01	517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	517
Number of participants with account balances	2021-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	522
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	429
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	92
Total of all active and inactive participants	2020-01-01	521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	521
Number of participants with account balances	2020-01-01	321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	438
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	494
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	28
Total of all active and inactive participants	2019-01-01	522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	522
Number of participants with account balances	2019-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	395
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	21
Total of all active and inactive participants	2018-01-01	416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	416
Number of participants with account balances	2018-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on IMPACT MHC MANAGEMENT, LLC 401(K) PLAN

Measure	Date	Value
2022 : IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$346,414
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$415,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$393,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$976,854
Value of total assets at end of year	2022-12-31	$3,468,024
Value of total assets at beginning of year	2022-12-31	$3,537,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,841
Total interest from all sources	2022-12-31	$4,369
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$649,345
Participant contributions at end of year	2022-12-31	$96,053
Participant contributions at beginning of year	2022-12-31	$104,695
Participant contributions at end of year	2022-12-31	$25,998
Participant contributions at beginning of year	2022-12-31	$24,519
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$158
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	$-69,533
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,468,024
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,537,557
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	$3,291,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,375,818
Interest on participant loans	2022-12-31	$4,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$40,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$18,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-634,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$327,509
Employer contributions (assets) at end of year	2022-12-31	$13,619
Employer contributions (assets) at beginning of year	2022-12-31	$14,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$393,106
Contract administrator fees	2022-12-31	$22,841
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	RICHEY, MAY & CO., LLP
Accountancy firm EIN	2022-12-31	710911208
2021 : IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,234,871
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$405,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$381,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$918,616
Value of total assets at end of year	2021-12-31	$3,537,557
Value of total assets at beginning of year	2021-12-31	$2,708,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$24,313
Total interest from all sources	2021-12-31	$3,678
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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	$571,103
Participant contributions at end of year	2021-12-31	$104,695
Participant contributions at beginning of year	2021-12-31	$38,540
Participant contributions at end of year	2021-12-31	$24,519
Participant contributions at beginning of year	2021-12-31	$21,827
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$32,055
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$95
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	$829,352
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,537,557
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,708,205
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	$3,375,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,576,602
Interest on participant loans	2021-12-31	$3,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$18,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$27,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$312,577
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	Yes
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	$315,458
Employer contributions (assets) at end of year	2021-12-31	$14,333
Employer contributions (assets) at beginning of year	2021-12-31	$43,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$381,206
Contract administrator fees	2021-12-31	$24,313
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	DALBY, WENDLAND & CO. P.C.
Accountancy firm EIN	2021-12-31	840795096
2020 : IMPACT MHC MANAGEMENT, 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	$1,410,042
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$175,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$156,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,102,836
Value of total assets at end of year	2020-12-31	$2,708,205
Value of total assets at beginning of year	2020-12-31	$1,474,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,968
Total interest from all sources	2020-12-31	$1,824
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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	$644,753
Participant contributions at end of year	2020-12-31	$38,540
Participant contributions at beginning of year	2020-12-31	$30,919
Participant contributions at end of year	2020-12-31	$21,827
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$44,672
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$95
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$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	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$1,234,056
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,708,205
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,474,149
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	$2,576,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,397,460
Interest on participant loans	2020-12-31	$1,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$27,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$23,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$305,382
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	$413,411
Employer contributions (assets) at end of year	2020-12-31	$43,682
Employer contributions (assets) at beginning of year	2020-12-31	$22,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$156,018
Contract administrator fees	2020-12-31	$19,968
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	DALBY, WENDLAND & CO. P.C.
Accountancy firm EIN	2020-12-31	840795096
2019 : IMPACT MHC MANAGEMENT, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$86,468
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	$931,393
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$168,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$145,632
Value of total corrective distributions	2019-12-31	$6,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$766,619
Value of total assets at end of year	2019-12-31	$1,474,149
Value of total assets at beginning of year	2019-12-31	$624,357
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,810
Total interest from all sources	2019-12-31	$1,439
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$459,263
Participant contributions at end of year	2019-12-31	$30,919
Participant contributions at beginning of year	2019-12-31	$20,810
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$26
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,912
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	$763,324
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,474,149
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$624,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,397,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$600,438
Interest on participant loans	2019-12-31	$1,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$23,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$163,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$299,444
Employer contributions (assets) at end of year	2019-12-31	$22,533
Employer contributions (assets) at beginning of year	2019-12-31	$73
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$145,632
Contract administrator fees	2019-12-31	$15,810
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DALBY, WENDLAND & CO. P.C.
Accountancy firm EIN	2019-12-31	840795096
2018 : IMPACT MHC MANAGEMENT, 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	$545,615
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	$94,306
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$15,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$13,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$128,632
Value of total assets at end of year	2018-12-31	$624,357
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,133
Total interest from all sources	2018-12-31	$266
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$82,503
Participant contributions at end of year	2018-12-31	$20,810
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$26
Participant contributions at beginning of year	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$78,742
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$624,357
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$600,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-34,592
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	$46,129
Employer contributions (assets) at end of year	2018-12-31	$73
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$13,431
Contract administrator fees	2018-12-31	$2,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	RICHEY MAY & CO., LLP
Accountancy firm EIN	2018-12-31	710911208

Form 5500 Responses for IMPACT MHC MANAGEMENT, LLC 401(K) PLAN

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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LD4G

Policy instance

Insurance contract or identification number	GAP-CP-LD4G
Number of Individuals Covered	19
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $158
Total amount of fees paid to insurance company	USD $0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
Commission paid to Insurance Broker	USD $158
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LD4G

Policy instance

Insurance contract or identification number	GAP-CP-LD4G
Number of Individuals Covered	17
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $193
Total amount of fees paid to insurance company	USD $0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
Commission paid to Insurance Broker	USD $193
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LD4G

Policy instance

Insurance contract or identification number	GAP-CP-LD4G
Number of Individuals Covered	15
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $147
Total amount of fees paid to insurance company	USD $0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
Commission paid to Insurance Broker	USD $147
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LD4G

Policy instance

Insurance contract or identification number	GAP-CP-LD4G
Number of Individuals Covered	5
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $112
Total amount of fees paid to insurance company	USD $0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
Commission paid to Insurance Broker	USD $112
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LD4G

Policy instance

Insurance contract or identification number	GAP-CP-LD4G
Number of Individuals Covered	4
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3
Total amount of fees paid to insurance company	USD $0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
Commission paid to Insurance Broker	USD $3
Insurance broker organization code?	7

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Company Name:	IMPACT MHC, LLC
Employer identification number (EIN):	830699042
NAIC Classification:	531310