401k Plan data: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST plan

COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 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.
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

COVESTIC, INC. has sponsored the creation of one or more 401k plans.

Company Name: COVESTIC, INC.

Employer identification number (EIN): 912141220

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Additional information about COVESTIC, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2001-06-29

Company Identification Number: 602131782

Legal Registered Office Address: 999 3RD AVE STE 4600

SEATTLE
United States of America (USA)
981044084

More information about COVESTIC, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 PEGGY BALL
001 2017-01-01 PEGGY BALL
001 2016-01-01 PEGGY BALL
001 2015-01-01 PEGGYBALL
001 2014-01-01 PEGGY BALL
001 2013-01-01 NANCY J MANULA
001 2012-01-01 NANCY MANULA 2013-07-15
001 2011-01-01 NANCY MANULA 2013-07-15
001 2010-01-01 NANCY MANULA 2011-07-08
001 2009-01-01 JOHN SCHAFFER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	PEGGY BALL
001	2017-01-01	PEGGY BALL
001	2016-01-01	PEGGY BALL
001	2015-01-01	PEGGYBALL
001	2014-01-01	PEGGY BALL
001	2013-01-01	NANCY J MANULA
001	2012-01-01	NANCY MANULA	2013-07-15
001	2011-01-01	NANCY MANULA	2013-07-15
001	2010-01-01	NANCY MANULA	2011-07-08
001	2009-01-01	JOHN SCHAFFER

Plan Statistics for COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2018: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 199
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 36
Total of all active and inactive participants 2017-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 235
Number of participants with account balances 2017-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 202
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 32
Total of all active and inactive participants 2016-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 234
Number of participants with account balances 2016-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 249
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 36
Total of all active and inactive participants 2015-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 285
Number of participants with account balances 2015-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 189
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 26
Total of all active and inactive participants 2014-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 215
Number of participants with account balances 2014-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 173
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 197
Number of participants with account balances 2013-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 57
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 68
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	199
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	36
Total of all active and inactive participants	2017-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	235
Number of participants with account balances	2017-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	202
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	32
Total of all active and inactive participants	2016-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	234
Number of participants with account balances	2016-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	249
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	36
Total of all active and inactive participants	2015-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	285
Number of participants with account balances	2015-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	189
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	26
Total of all active and inactive participants	2014-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	215
Number of participants with account balances	2014-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	173
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	197
Number of participants with account balances	2013-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	57
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	68
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2018 : COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-02-28	$0
Total transfer of assets to this plan	2018-02-28	$0
Total transfer of assets from this plan	2018-02-28	$3,388,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-02-28	$0
Total income from all sources (including contributions)	2018-02-28	$162,682
Total loss/gain on sale of assets	2018-02-28	$0
Total of all expenses incurred	2018-02-28	$129,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-02-28	$129,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-02-28	$141,394
Value of total assets at end of year	2018-02-28	$0
Value of total assets at beginning of year	2018-02-28	$3,355,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-02-28	$165
Total interest from all sources	2018-02-28	$190
Total dividends received (eg from common stock, registered investment company shares)	2018-02-28	$1,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-02-28	$1,747
Was this plan covered by a fidelity bond	2018-02-28	Yes
Value of fidelity bond cover	2018-02-28	$336,000
If this is an individual account plan, was there a blackout period	2018-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2018-02-28	No
Contributions received from participants	2018-02-28	$141,394
Participant contributions at beginning of year	2018-02-28	$18,891
Administrative expenses (other) incurred	2018-02-28	$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-02-28	No
Value of net income/loss	2018-02-28	$32,930
Value of net assets at end of year (total assets less liabilities)	2018-02-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-02-28	$3,355,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-02-28	No
Were any leases to which the plan was party in default or uncollectible	2018-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-02-28	$3,336,919
Interest on participant loans	2018-02-28	$190
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-02-28	$19,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-02-28	No
Was there a failure to transmit to the plan any participant contributions	2018-02-28	No
Has the plan failed to provide any benefit when due under the plan	2018-02-28	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-02-28	$129,587
Did the plan have assets held for investment	2018-02-28	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-02-28	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-02-28	No
Opinion of an independent qualified public accountant for this plan	2018-02-28	Unqualified
Accountancy firm name	2018-02-28	VWC, P.S.
Accountancy firm EIN	2018-02-28	911007261
2017 : COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$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	$1,061,182
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$202,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$196,155
Value of total corrective distributions	2017-12-31	$5,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$641,595
Value of total assets at end of year	2017-12-31	$3,355,810
Value of total assets at beginning of year	2017-12-31	$2,497,581
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,105
Total interest from all sources	2017-12-31	$471
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$133,701
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	$133,701
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$587,354
Participant contributions at end of year	2017-12-31	$18,891
Participant contributions at beginning of year	2017-12-31	$2,100
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$54,241
Administrative expenses (other) incurred	2017-12-31	$1,105
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	$858,229
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,355,810
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,497,581
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	$3,336,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,495,481
Interest on participant loans	2017-12-31	$471
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$285,415
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$196,155
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	VWC, P.S.
Accountancy firm EIN	2017-12-31	911007261
2016 : COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$910,245
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$507,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$505,251
Expenses. Certain deemed distributions of participant loans	2016-12-31	$924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$755,598
Value of total assets at end of year	2016-12-31	$2,497,581
Value of total assets at beginning of year	2016-12-31	$2,094,611
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,100
Total interest from all sources	2016-12-31	$92
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$72,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$72,804
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$550,130
Participant contributions at end of year	2016-12-31	$2,100
Participant contributions at beginning of year	2016-12-31	$899
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$205,468
Administrative expenses (other) incurred	2016-12-31	$1,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$402,970
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,497,581
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,094,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,495,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,093,712
Interest on participant loans	2016-12-31	$92
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$81,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$505,251
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	VWC, P.S.
Accountancy firm EIN	2016-12-31	911007261
2015 : COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$645,980
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$241,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$240,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$654,076
Value of total assets at end of year	2015-12-31	$2,094,611
Value of total assets at beginning of year	2015-12-31	$1,690,060
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$675
Total interest from all sources	2015-12-31	$68
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$136,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$136,795
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$630,714
Participant contributions at end of year	2015-12-31	$899
Participant contributions at beginning of year	2015-12-31	$3,178
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$23,362
Administrative expenses (other) incurred	2015-12-31	$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$404,551
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,094,611
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,690,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,093,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,686,882
Interest on participant loans	2015-12-31	$68
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-144,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$240,754
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	VWC, P.S.
Accountancy firm EIN	2015-12-31	911007261
2014 : COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$461,632
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$171,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$171,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$381,254
Value of total assets at end of year	2014-12-31	$1,690,060
Value of total assets at beginning of year	2014-12-31	$1,400,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$643
Total interest from all sources	2014-12-31	$1,023
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$121,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$121,020
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$363,710
Participant contributions at end of year	2014-12-31	$3,178
Participant contributions at beginning of year	2014-12-31	$33,885
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$17,544
Administrative expenses (other) incurred	2014-12-31	$643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$289,795
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,690,060
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,400,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,686,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,366,380
Interest on participant loans	2014-12-31	$1,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-41,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$171,194
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	VWC, P.S
Accountancy firm EIN	2014-12-31	911007261
2013 : COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$491,553
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$108,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$107,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$292,622
Value of total assets at end of year	2013-12-31	$1,400,265
Value of total assets at beginning of year	2013-12-31	$1,017,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$800
Total interest from all sources	2013-12-31	$277
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$50,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$50,223
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$214,718
Participant contributions at end of year	2013-12-31	$33,885
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$77,904
Administrative expenses (other) incurred	2013-12-31	$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$382,848
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,400,265
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,017,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,366,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,017,417
Interest on participant loans	2013-12-31	$277
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$148,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$107,905
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	VOLDAL WARTELLE & CO.P.S
Accountancy firm EIN	2013-12-31	911007261
2009 : COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST

2018: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 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	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: COVESTIC, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COVESTIC, INC.
Employer identification number (EIN):	912141220
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2001-06-29
Company Identification Number:	602131782
Legal Registered Office Address:	999 3RD AVE STE 4600 SEATTLE United States of America (USA) 981044084