401k Plan data: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN plan

BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	BECOMING INDEPENDENT 403(B) RETIREMENT PLAN
Plan identification number	001

BECOMING INDEPENDENT 403(B) RETIREMENT 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

BECOMING INDEPENDENT has sponsored the creation of one or more 401k plans.

Company Name: BECOMING INDEPENDENT

Employer identification number (EIN): 942641147

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about BECOMING INDEPENDENT

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0973302

More information about BECOMING INDEPENDENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BECOMING INDEPENDENT 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2021-07-01
001 2020-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01 BRIGHTON HILLSTEAD 2020-04-07
001 2017-07-01 BRIGHTON HILLSTEAD 2019-04-11
001 2016-07-01
001 2015-07-01 SARAH ROSS

Plan Statistics for BECOMING INDEPENDENT 403(B) RETIREMENT PLAN

401k plan membership statisitcs for BECOMING INDEPENDENT 403(B) RETIREMENT PLAN

Measure Date Value
2022: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 158
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 155
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 24
Total of all active and inactive participants 2022-07-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 179
Number of participants with account balances 2022-07-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 44
2021: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 165
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 131
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 23
Total of all active and inactive participants 2021-07-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 154
Number of participants with account balances 2021-07-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 15
2020: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 206
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 143
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 18
Total of all active and inactive participants 2020-07-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 161
Number of participants with account balances 2020-07-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 40
2019: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 237
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 194
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 11
Total of all active and inactive participants 2019-07-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 205
Number of participants with account balances 2019-07-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 73
2018: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 230
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 212
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 21
Total of all active and inactive participants 2018-07-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 233
Number of participants with account balances 2018-07-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 4
2017: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 236
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 209
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 15
Total of all active and inactive participants 2017-07-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 224
Number of participants with account balances 2017-07-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 6
2016: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 222
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 229
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 4
Total of all active and inactive participants 2016-07-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 233
Number of participants with account balances 2016-07-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 2
2015: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 219
Number of other retired or separated participants entitled to future benefits 2015-07-01 3
Total of all active and inactive participants 2015-07-01 222
Total participants 2015-07-01 222
Number of participants with account balances 2015-07-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 2

Measure	Date	Value
2022: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	158
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	155
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	24
Total of all active and inactive participants	2022-07-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	179
Number of participants with account balances	2022-07-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	44
2021: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	165
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	131
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	23
Total of all active and inactive participants	2021-07-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	154
Number of participants with account balances	2021-07-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	15
2020: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	206
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	143
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	18
Total of all active and inactive participants	2020-07-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	161
Number of participants with account balances	2020-07-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	40
2019: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	237
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	194
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	11
Total of all active and inactive participants	2019-07-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	205
Number of participants with account balances	2019-07-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	73
2018: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	230
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	212
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	21
Total of all active and inactive participants	2018-07-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	233
Number of participants with account balances	2018-07-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	4
2017: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	236
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	209
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	15
Total of all active and inactive participants	2017-07-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	224
Number of participants with account balances	2017-07-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	6
2016: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	222
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	229
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	4
Total of all active and inactive participants	2016-07-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	233
Number of participants with account balances	2016-07-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	2
2015: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	219
Number of other retired or separated participants entitled to future benefits	2015-07-01	3
Total of all active and inactive participants	2015-07-01	222
Total participants	2015-07-01	222
Number of participants with account balances	2015-07-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	2

Financial Data on BECOMING INDEPENDENT 403(B) RETIREMENT PLAN

Measure	Date	Value
2023 : BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-06-30	$0
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Expenses. Interest paid	2023-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$526,377
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$197,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$176,414
Expenses. Certain deemed distributions of participant loans	2023-06-30	$0
Value of total corrective distributions	2023-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$328,097
Value of total assets at end of year	2023-06-30	$2,080,328
Value of total assets at beginning of year	2023-06-30	$1,751,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$21,391
Total income from rents	2023-06-30	$0
Total interest from all sources	2023-06-30	$2,899
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$80,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$80,935
Assets. Real estate other than employer real property at end of year	2023-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2023-06-30	$0
Administrative expenses professional fees incurred	2023-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-06-30	$0
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$245,774
Participant contributions at end of year	2023-06-30	$39,818
Participant contributions at beginning of year	2023-06-30	$32,315
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2023-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-06-30	$0
Assets. Loans (other than to participants) at end of year	2023-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2023-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-06-30	$0
Other income not declared elsewhere	2023-06-30	$0
Administrative expenses (other) incurred	2023-06-30	$0
Total non interest bearing cash at end of year	2023-06-30	$0
Total non interest bearing cash at beginning of year	2023-06-30	$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	2023-06-30	No
Income. Non cash contributions	2023-06-30	$0
Value of net income/loss	2023-06-30	$328,572
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$2,080,328
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$1,751,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Assets. partnership/joint venture interests at end of year	2023-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2023-06-30	$0
Investment advisory and management fees	2023-06-30	$10,109
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$1,976,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$1,684,900
Interest on participant loans	2023-06-30	$2,355
Income. Interest from loans (other than to participants)	2023-06-30	$0
Interest earned on other investments	2023-06-30	$544
Income. Interest from US Government securities	2023-06-30	$0
Income. Interest from corporate debt instruments	2023-06-30	$0
Value of interest in master investment trust accounts at end of year	2023-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2023-06-30	$0
Value of interest in common/collective trusts at end of year	2023-06-30	$0
Value of interest in common/collective trusts at beginning of year	2023-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$64,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$34,541
Expenses. Payments to insurance carriers foe the provision of benefits	2023-06-30	$0
Asset value of US Government securities at end of year	2023-06-30	$0
Asset value of US Government securities at beginning of year	2023-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$114,446
Net investment gain/loss from pooled separate accounts	2023-06-30	$0
Net investment gain or loss from common/collective trusts	2023-06-30	$0
Net gain/loss from 103.12 investment entities	2023-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Assets. Invements in employer securities at end of year	2023-06-30	$0
Assets. Invements in employer securities at beginning of year	2023-06-30	$0
Assets. Value of employer real property at end of year	2023-06-30	$0
Assets. Value of employer real property at beginning of year	2023-06-30	$0
Contributions received in cash from employer	2023-06-30	$82,323
Employer contributions (assets) at end of year	2023-06-30	$0
Employer contributions (assets) at beginning of year	2023-06-30	$0
Income. Dividends from preferred stock	2023-06-30	$0
Income. Dividends from common stock	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$176,414
Asset. Corporate debt instrument preferred debt at end of year	2023-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-06-30	$0
Contract administrator fees	2023-06-30	$11,282
Assets. Corporate common stocks other than exployer securities at end of year	2023-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2023-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-06-30	$0
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Aggregate proceeds on sale of assets	2023-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2023-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-06-30	$0
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	MOSS ADAMS
Accountancy firm EIN	2023-06-30	910189318
2022 : BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$0
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$4,864
Expenses. Interest paid	2022-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$388,755
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$318,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$294,513
Expenses. Certain deemed distributions of participant loans	2022-06-30	$0
Value of total corrective distributions	2022-06-30	$1,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$650,865
Value of total assets at end of year	2022-06-30	$1,751,756
Value of total assets at beginning of year	2022-06-30	$1,686,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$22,273
Total income from rents	2022-06-30	$0
Total interest from all sources	2022-06-30	$2,935
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$99,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$99,155
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Administrative expenses professional fees incurred	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$235,442
Participant contributions at end of year	2022-06-30	$32,315
Participant contributions at beginning of year	2022-06-30	$66,412
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$331,943
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$4,864
Other income not declared elsewhere	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$0
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$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	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$70,385
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$1,751,756
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$1,681,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Investment advisory and management fees	2022-06-30	$10,844
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$1,684,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$1,584,443
Interest on participant loans	2022-06-30	$2,557
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$378
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$0
Value of interest in common/collective trusts at beginning of year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$34,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$35,380
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-364,200
Net investment gain/loss from pooled separate accounts	2022-06-30	$0
Net investment gain or loss from common/collective trusts	2022-06-30	$0
Net gain/loss from 103.12 investment entities	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Assets. Invements in employer securities at end of year	2022-06-30	$0
Assets. Invements in employer securities at beginning of year	2022-06-30	$0
Assets. Value of employer real property at end of year	2022-06-30	$0
Assets. Value of employer real property at beginning of year	2022-06-30	$0
Contributions received in cash from employer	2022-06-30	$83,480
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$294,513
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Contract administrator fees	2022-06-30	$11,429
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN	2022-06-30	222027092
2021 : BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$0
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Expenses. Interest paid	2021-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$681,244
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$113,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$94,526
Expenses. Certain deemed distributions of participant loans	2021-06-30	$260
Value of total corrective distributions	2021-06-30	$3,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$346,458
Value of total assets at end of year	2021-06-30	$1,686,235
Value of total assets at beginning of year	2021-06-30	$1,118,540
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$14,988
Total income from rents	2021-06-30	$0
Total interest from all sources	2021-06-30	$1,810
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$44,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$44,331
Assets. Real estate other than employer real property at end of year	2021-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2021-06-30	$0
Administrative expenses professional fees incurred	2021-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-06-30	$0
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$261,605
Participant contributions at end of year	2021-06-30	$66,412
Participant contributions at beginning of year	2021-06-30	$18,296
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$1,118
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$0
Assets. Loans (other than to participants) at end of year	2021-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2021-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$0
Other income not declared elsewhere	2021-06-30	$1
Administrative expenses (other) incurred	2021-06-30	$0
Liabilities. Value of operating payables at end of year	2021-06-30	$0
Liabilities. Value of operating payables at beginning of year	2021-06-30	$0
Total non interest bearing cash at end of year	2021-06-30	$0
Total non interest bearing cash at beginning of year	2021-06-30	$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	2021-06-30	No
Income. Non cash contributions	2021-06-30	$0
Value of net income/loss	2021-06-30	$567,695
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$1,686,235
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$1,118,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Assets. partnership/joint venture interests at end of year	2021-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2021-06-30	$0
Investment advisory and management fees	2021-06-30	$7,754
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$1,584,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$1,055,058
Value of interest in pooled separate accounts at end of year	2021-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$0
Interest on participant loans	2021-06-30	$1,233
Income. Interest from loans (other than to participants)	2021-06-30	$0
Interest earned on other investments	2021-06-30	$577
Income. Interest from US Government securities	2021-06-30	$0
Value of interest in master investment trust accounts at end of year	2021-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2021-06-30	$0
Value of interest in common/collective trusts at end of year	2021-06-30	$0
Value of interest in common/collective trusts at beginning of year	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$35,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$45,186
Asset value of US Government securities at end of year	2021-06-30	$0
Asset value of US Government securities at beginning of year	2021-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$288,644
Net investment gain/loss from pooled separate accounts	2021-06-30	$0
Net investment gain or loss from common/collective trusts	2021-06-30	$0
Net gain/loss from 103.12 investment entities	2021-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Assets. Invements in employer securities at end of year	2021-06-30	$0
Assets. Invements in employer securities at beginning of year	2021-06-30	$0
Assets. Value of employer real property at end of year	2021-06-30	$0
Assets. Value of employer real property at beginning of year	2021-06-30	$0
Contributions received in cash from employer	2021-06-30	$83,735
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$0
Income. Dividends from preferred stock	2021-06-30	$0
Income. Dividends from common stock	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$94,526
Asset. Corporate debt instrument preferred debt at end of year	2021-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-06-30	$0
Contract administrator fees	2021-06-30	$7,234
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	2021-06-30	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2021-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-06-30	$0
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Aggregate proceeds on sale of assets	2021-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-06-30	$0
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	GORANSON AND ASSOCIATES, INC.
Accountancy firm EIN	2021-06-30	455565460
2020 : BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$0
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Expenses. Interest paid	2020-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$381,473
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$214,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$199,290
Expenses. Certain deemed distributions of participant loans	2020-06-30	$3,561
Value of total corrective distributions	2020-06-30	$3,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$312,961
Value of total assets at end of year	2020-06-30	$1,118,540
Value of total assets at beginning of year	2020-06-30	$951,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$8,340
Total income from rents	2020-06-30	$0
Total interest from all sources	2020-06-30	$1,400
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$45,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$45,447
Assets. Real estate other than employer real property at end of year	2020-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2020-06-30	$0
Administrative expenses professional fees incurred	2020-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-06-30	$0
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$218,851
Participant contributions at end of year	2020-06-30	$18,296
Participant contributions at beginning of year	2020-06-30	$17,303
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$29
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$0
Assets. Loans (other than to participants) at end of year	2020-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$0
Other income not declared elsewhere	2020-06-30	$3,284
Administrative expenses (other) incurred	2020-06-30	$0
Total non interest bearing cash at end of year	2020-06-30	$0
Total non interest bearing cash at beginning of year	2020-06-30	$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	2020-06-30	No
Income. Non cash contributions	2020-06-30	$0
Value of net income/loss	2020-06-30	$167,192
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$1,118,540
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$951,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Assets. partnership/joint venture interests at end of year	2020-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2020-06-30	$0
Investment advisory and management fees	2020-06-30	$3,566
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$1,055,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$930,555
Value of interest in pooled separate accounts at end of year	2020-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$0
Interest on participant loans	2020-06-30	$896
Income. Interest from loans (other than to participants)	2020-06-30	$0
Interest earned on other investments	2020-06-30	$504
Income. Interest from US Government securities	2020-06-30	$0
Income. Interest from corporate debt instruments	2020-06-30	$0
Value of interest in master investment trust accounts at end of year	2020-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2020-06-30	$0
Value of interest in common/collective trusts at end of year	2020-06-30	$0
Value of interest in common/collective trusts at beginning of year	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$3,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$3,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$45,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Asset value of US Government securities at end of year	2020-06-30	$0
Asset value of US Government securities at beginning of year	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$18,381
Net investment gain/loss from pooled separate accounts	2020-06-30	$0
Net investment gain or loss from common/collective trusts	2020-06-30	$0
Net gain/loss from 103.12 investment entities	2020-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Assets. Invements in employer securities at end of year	2020-06-30	$0
Assets. Invements in employer securities at beginning of year	2020-06-30	$0
Assets. Value of employer real property at end of year	2020-06-30	$0
Assets. Value of employer real property at beginning of year	2020-06-30	$0
Contributions received in cash from employer	2020-06-30	$94,110
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$122
Income. Dividends from preferred stock	2020-06-30	$0
Income. Dividends from common stock	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$199,290
Asset. Corporate debt instrument preferred debt at end of year	2020-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-06-30	$0
Contract administrator fees	2020-06-30	$4,774
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	2020-06-30	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2020-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-06-30	$0
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Aggregate proceeds on sale of assets	2020-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	GORANSON AND ASSOCIATES, INC.
Accountancy firm EIN	2020-06-30	455565460
2019 : BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$290
Total income from all sources (including contributions)	2019-06-30	$352,979
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$55,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$46,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$305,586
Value of total assets at end of year	2019-06-30	$951,348
Value of total assets at beginning of year	2019-06-30	$653,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$8,505
Total interest from all sources	2019-06-30	$462
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$211,814
Participant contributions at end of year	2019-06-30	$17,303
Participant contributions at beginning of year	2019-06-30	$4,871
Participant contributions at end of year	2019-06-30	$29
Participant contributions at beginning of year	2019-06-30	$9,465
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$3,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$297,731
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$951,348
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$653,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$930,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$632,064
Interest on participant loans	2019-06-30	$462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$3,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$2,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$2,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$46,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$90,295
Employer contributions (assets) at end of year	2019-06-30	$122
Employer contributions (assets) at beginning of year	2019-06-30	$5,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$46,743
Contract administrator fees	2019-06-30	$8,505
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	GORANSON AND ASSOCIATES, INC.
Accountancy firm EIN	2019-06-30	455565460
2018 : BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$290
Total income from all sources (including contributions)	2018-06-30	$335,049
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$39,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$32,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$298,120
Value of total assets at end of year	2018-06-30	$653,907
Value of total assets at beginning of year	2018-06-30	$358,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$7,068
Total interest from all sources	2018-06-30	$241
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$195,983
Participant contributions at end of year	2018-06-30	$4,871
Participant contributions at beginning of year	2018-06-30	$1,426
Participant contributions at end of year	2018-06-30	$9,465
Participant contributions at beginning of year	2018-06-30	$6,606
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$13,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$295,312
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$653,617
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$358,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$632,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$346,763
Interest on participant loans	2018-06-30	$241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$2,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$36,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$88,716
Employer contributions (assets) at end of year	2018-06-30	$5,187
Employer contributions (assets) at beginning of year	2018-06-30	$3,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$32,669
Contract administrator fees	2018-06-30	$7,068
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	GORANSON AND ASSOCIATES, INC.
Accountancy firm EIN	2018-06-30	455565460
2017 : BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$254,166
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$8,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$8,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$231,363
Value of total assets at end of year	2017-06-30	$358,595
Value of total assets at beginning of year	2017-06-30	$112,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$46
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$137,132
Participant contributions at end of year	2017-06-30	$1,426
Participant contributions at beginning of year	2017-06-30	$0
Participant contributions at end of year	2017-06-30	$6,606
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$31,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$246,018
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$358,305
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$112,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$346,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$112,287
Interest on participant loans	2017-06-30	$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$22,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$62,817
Employer contributions (assets) at end of year	2017-06-30	$3,800
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$8,148
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	GORANSON AND ASSOCIATES, INC.
Accountancy firm EIN	2017-06-30	455565460
2016 : BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$114,562
Total of all expenses incurred	2016-06-30	$2,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$2,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$112,627
Value of total assets at end of year	2016-06-30	$112,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$69,527
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$10,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$112,287
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$112,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$112,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$1,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$32,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$2,275
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	GORANSON AND ASSOCAITES, INC.
Accountancy firm EIN	2016-06-30	455565460

Form 5500 Responses for BECOMING INDEPENDENT 403(B) RETIREMENT PLAN

2022: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: BECOMING INDEPENDENT 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	First time form 5500 has been submitted	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

507055-01

Policy instance

Insurance contract or identification number	507055-01
Number of Individuals Covered	4
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

507055-01

Policy instance

Insurance contract or identification number	507055-01
Number of Individuals Covered	2
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

507055-01

Policy instance

Insurance contract or identification number	507055-01
Number of Individuals Covered	3
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

507055-01

Policy instance

Insurance contract or identification number	507055-01
Number of Individuals Covered	4
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR619371

Policy instance

Insurance contract or identification number	MR619371
Number of Individuals Covered	0
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR619371

Policy instance

Insurance contract or identification number	MR619371
Number of Individuals Covered	78
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR619371

Policy instance

Insurance contract or identification number	MR619371
Number of Individuals Covered	76
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR619371

Policy instance

Insurance contract or identification number	MR619371
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $3
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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?	3
Insurance broker name	AMERIPRISE FINANCIAL SERVICES INC.

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Company Name:	BECOMING INDEPENDENT
Employer identification number (EIN):	942641147
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0973302