401k Plan data: ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN plan

ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

ASPECT CONSULTING, LLC 401(K) PROFIT SHARING 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.
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

ASPECT CONSULTING, LLC. has sponsored the creation of one or more 401k plans.

Company Name: ASPECT CONSULTING, LLC.

Employer identification number (EIN): 912149055

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASPECT CONSULTING, LLC 401(K) PROFIT SHARING 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 PATRICIA KLIMEK 2020-03-03
001 2018-01-01 PATRICIA KLIMEK 2019-05-24
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 TRISH KLIMEK 2015-06-18
001 2013-01-01 TRISH KLIMEK 2014-06-06
001 2012-01-01 TRISH KLIMEK 2013-07-11
001 2011-01-01 TRISH KLIMEK 2012-07-19
001 2010-01-01 TRISH KLIMEK 2011-05-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	PATRICIA KLIMEK	2020-03-03
001	2018-01-01	PATRICIA KLIMEK	2019-05-24
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	TRISH KLIMEK	2015-06-18
001	2013-01-01	TRISH KLIMEK	2014-06-06
001	2012-01-01	TRISH KLIMEK	2013-07-11
001	2011-01-01	TRISH KLIMEK	2012-07-19
001	2010-01-01	TRISH KLIMEK	2011-05-20

Plan Statistics for ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 121
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 34
Total of all active and inactive participants 2022-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 155
Number of participants with account balances 2022-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 108
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 31
Total of all active and inactive participants 2021-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 139
Number of participants with account balances 2021-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 110
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 20
Total of all active and inactive participants 2020-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 130
Number of participants with account balances 2020-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	121
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	34
Total of all active and inactive participants	2022-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	155
Number of participants with account balances	2022-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	108
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	31
Total of all active and inactive participants	2021-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	139
Number of participants with account balances	2021-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	110
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	20
Total of all active and inactive participants	2020-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	130
Number of participants with account balances	2020-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-3,053,802
Total of all expenses incurred	2022-12-31	$3,285,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,209,776
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,796,420
Value of total assets at end of year	2022-12-31	$17,397,907
Value of total assets at beginning of year	2022-12-31	$23,736,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$75,430
Total interest from all sources	2022-12-31	$429
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$746,286
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	$746,286
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,207,182
Participant contributions at end of year	2022-12-31	$88,404
Participant contributions at beginning of year	2022-12-31	$7,983
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$118,472
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,339,008
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,397,907
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$23,736,915
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
Investment advisory and management fees	2022-12-31	$75,430
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,454,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$22,761,242
Interest on participant loans	2022-12-31	$429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$384,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$512,496
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,596,937
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	$470,766
Employer contributions (assets) at end of year	2022-12-31	$470,766
Employer contributions (assets) at beginning of year	2022-12-31	$455,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,209,776
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	BPM LLP
Accountancy firm EIN	2022-12-31	814234542
2021 : ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,645,012
Total of all expenses incurred	2021-12-31	$1,032,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$960,371
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,590,215
Value of total assets at end of year	2021-12-31	$23,736,915
Value of total assets at beginning of year	2021-12-31	$20,124,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$72,212
Total interest from all sources	2021-12-31	$606
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,770,310
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	$1,770,310
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,130,317
Participant contributions at end of year	2021-12-31	$7,983
Participant contributions at beginning of year	2021-12-31	$5,743
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,704
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$3,612,429
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$23,736,915
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,124,486
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
Investment advisory and management fees	2021-12-31	$72,212
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$22,761,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,263,339
Interest on participant loans	2021-12-31	$606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$512,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$399,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,283,881
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	$455,194
Employer contributions (assets) at end of year	2021-12-31	$455,194
Employer contributions (assets) at beginning of year	2021-12-31	$455,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$960,371
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	BPM LLP
Accountancy firm EIN	2021-12-31	814234542
2020 : ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,759,633
Total of all expenses incurred	2020-12-31	$3,984,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,936,354
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,544,542
Value of total assets at end of year	2020-12-31	$20,124,486
Value of total assets at beginning of year	2020-12-31	$19,349,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$47,960
Total interest from all sources	2020-12-31	$955
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$669,310
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	$669,310
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,048,889
Participant contributions at end of year	2020-12-31	$5,743
Participant contributions at beginning of year	2020-12-31	$22,028
Participant contributions at end of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$40,054
Value of other receiveables (less allowance for doubtful accounts) at end 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
Value of net income/loss	2020-12-31	$775,319
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,124,486
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,349,167
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
Investment advisory and management fees	2020-12-31	$47,960
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,263,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$18,911,088
Interest on participant loans	2020-12-31	$955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$399,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,544,826
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	$455,599
Employer contributions (assets) at end of year	2020-12-31	$455,599
Employer contributions (assets) at beginning of year	2020-12-31	$416,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,936,354
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	2020-12-31	Yes
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	BPM LLP
Accountancy firm EIN	2020-12-31	814234542

Form 5500 Responses for ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN

2022: ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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: ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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: ASPECT CONSULTING, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

51046301

Policy instance

Insurance contract or identification number	51046301
Number of Individuals Covered	16
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

51046301

Policy instance

Insurance contract or identification number	51046301
Number of Individuals Covered	13
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

51046301

Policy instance

Insurance contract or identification number	51046301
Number of Individuals Covered	14
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	ASPECT CONSULTING, LLC.
Employer identification number (EIN):	912149055
NAIC Classification:	541600