401k Plan data: PLACEWORKS 401(K) PLAN plan

PLACEWORKS 401(K) PLAN 401k Plan overview

Plan Name	PLACEWORKS 401(K) PLAN
Plan identification number	002

PLACEWORKS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

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

Company Name: PLACEWORKS, INC.

Employer identification number (EIN): 952975827

NAIC Classification: 541320
NAIC Description: Landscape Architectural Services

Additional information about PLACEWORKS, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1975-09-05

Company Identification Number: C0753564

Legal Registered Office Address: 3 Macarthur Place, Suite 1100

Santa Ana
United States of America (USA)
92707

More information about PLACEWORKS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLACEWORKS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 MARSHA DAVIS
002 2017-01-01 MARSHA DAVIS
002 2016-01-01 MARSHA DAVIS
002 2015-01-01 MARSHA DAVIS
002 2014-01-01 MARSHA DAVIS
002 2013-01-01 MARSHA DAVIS
002 2012-01-01 MARSHA DAVIS 2013-08-23 MARSHA DAVIS 2013-08-23
002 2011-01-01 DWAYNE MEARS 2012-09-11
002 2010-01-01 DWAYNE MEARS 2011-06-20
002 2009-01-01 MARSHA DAVIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	MARSHA DAVIS
002	2017-01-01	MARSHA DAVIS
002	2016-01-01	MARSHA DAVIS
002	2015-01-01	MARSHA DAVIS
002	2014-01-01	MARSHA DAVIS
002	2013-01-01	MARSHA DAVIS
002	2012-01-01	MARSHA DAVIS	2013-08-23	MARSHA DAVIS	2013-08-23
002	2011-01-01	DWAYNE MEARS	2012-09-11
002	2010-01-01	DWAYNE MEARS	2011-06-20
002	2009-01-01	MARSHA DAVIS

Plan Statistics for PLACEWORKS 401(K) PLAN

401k plan membership statisitcs for PLACEWORKS 401(K) PLAN

Measure Date Value
2022: PLACEWORKS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 122
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 50
Total of all active and inactive participants 2022-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 172
Number of participants with account balances 2022-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: PLACEWORKS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 112
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 45
Total of all active and inactive participants 2021-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 157
Number of participants with account balances 2021-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: PLACEWORKS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 117
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 41
Total of all active and inactive participants 2020-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 158
Number of participants with account balances 2020-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: PLACEWORKS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 105
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 49
Total of all active and inactive participants 2019-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 154
Number of participants with account balances 2019-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: PLACEWORKS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 115
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 42
Total of all active and inactive participants 2018-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 157
Number of participants with account balances 2018-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 12
2017: PLACEWORKS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 108
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 36
Total of all active and inactive participants 2017-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 144
Number of participants with account balances 2017-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: PLACEWORKS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 117
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 35
Total of all active and inactive participants 2016-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 152
Number of participants with account balances 2016-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: PLACEWORKS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 105
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 36
Total of all active and inactive participants 2015-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 141
Number of participants with account balances 2015-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: PLACEWORKS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 109
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 31
Total of all active and inactive participants 2014-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 140
Number of participants with account balances 2014-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: PLACEWORKS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 102
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 32
Total of all active and inactive participants 2013-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 134
Number of participants with account balances 2013-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2009: PLACEWORKS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 76
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 83
Number of participants with account balances 2009-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: PLACEWORKS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	122
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	50
Total of all active and inactive participants	2022-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	172
Number of participants with account balances	2022-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: PLACEWORKS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	112
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	45
Total of all active and inactive participants	2021-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	157
Number of participants with account balances	2021-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: PLACEWORKS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	117
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	41
Total of all active and inactive participants	2020-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	158
Number of participants with account balances	2020-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: PLACEWORKS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	105
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	49
Total of all active and inactive participants	2019-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	154
Number of participants with account balances	2019-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: PLACEWORKS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	115
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	42
Total of all active and inactive participants	2018-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	157
Number of participants with account balances	2018-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	12
2017: PLACEWORKS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	108
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	36
Total of all active and inactive participants	2017-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	144
Number of participants with account balances	2017-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: PLACEWORKS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	117
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	35
Total of all active and inactive participants	2016-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	152
Number of participants with account balances	2016-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: PLACEWORKS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	105
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	36
Total of all active and inactive participants	2015-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	141
Number of participants with account balances	2015-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: PLACEWORKS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	109
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	31
Total of all active and inactive participants	2014-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	140
Number of participants with account balances	2014-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: PLACEWORKS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	102
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	32
Total of all active and inactive participants	2013-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	134
Number of participants with account balances	2013-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2009: PLACEWORKS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	76
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	83
Number of participants with account balances	2009-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PLACEWORKS 401(K) PLAN

Measure	Date	Value
2022 : PLACEWORKS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$13
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,894,335
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$839,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$788,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,431,514
Value of total assets at end of year	2022-12-31	$18,980,959
Value of total assets at beginning of year	2022-12-31	$22,714,773
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$50,556
Total interest from all sources	2022-12-31	$11,878
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$425,560
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	$425,560
Administrative expenses professional fees incurred	2022-12-31	$385
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	$1,031,902
Participant contributions at end of year	2022-12-31	$187,938
Participant contributions at beginning of year	2022-12-31	$203,030
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$59,166
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	$1,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$13
Other income not declared elsewhere	2022-12-31	$1,342
Total non interest bearing cash at end of year	2022-12-31	$50,664
Total non interest bearing cash at beginning of year	2022-12-31	$50,077
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	$-3,733,827
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,980,946
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,714,773
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	$49,371
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,983,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,141,409
Interest on participant loans	2022-12-31	$10,397
Value of interest in common/collective trusts at end of year	2022-12-31	$1,759,013
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,318,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,654,878
Net investment gain or loss from common/collective trusts	2022-12-31	$-109,751
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	$340,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$788,936
Contract administrator fees	2022-12-31	$800
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	STEPHENS, REIDINGER & BELLER LLP
Accountancy firm EIN	2022-12-31	330639599
2021 : PLACEWORKS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,472,624
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,036,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$976,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,259,872
Value of total assets at end of year	2021-12-31	$22,714,773
Value of total assets at beginning of year	2021-12-31	$19,278,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$60,492
Total interest from all sources	2021-12-31	$10,401
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$683,410
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	$683,410
Administrative expenses professional fees incurred	2021-12-31	$1,988
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$892,628
Participant contributions at end of year	2021-12-31	$203,030
Participant contributions at beginning of year	2021-12-31	$171,731
Participant contributions at beginning of year	2021-12-31	$29,439
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$58,053
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$1,293
Other income not declared elsewhere	2021-12-31	$1,249
Total non interest bearing cash at end of year	2021-12-31	$50,077
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	$3,436,093
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,714,773
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,278,680
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	$56,295
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,141,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$17,662,758
Interest on participant loans	2021-12-31	$10,347
Value of interest in common/collective trusts at end of year	2021-12-31	$1,318,964
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,402,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$54
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,527,960
Net investment gain or loss from common/collective trusts	2021-12-31	$-10,268
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	$309,191
Employer contributions (assets) at beginning of year	2021-12-31	$11,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$976,039
Contract administrator fees	2021-12-31	$2,209
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	STEPHENS, REIDINGER & BELLER LLP
Accountancy firm EIN	2021-12-31	330639599
2020 : PLACEWORKS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,364,504
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,129,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,071,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,108,704
Value of total assets at end of year	2020-12-31	$19,278,680
Value of total assets at beginning of year	2020-12-31	$16,043,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$57,987
Total interest from all sources	2020-12-31	$9,939
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$435,404
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	$435,404
Administrative expenses professional fees incurred	2020-12-31	$1,647
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$807,461
Participant contributions at end of year	2020-12-31	$171,731
Participant contributions at beginning of year	2020-12-31	$191,254
Participant contributions at end of year	2020-12-31	$29,439
Participant contributions at beginning of year	2020-12-31	$28,505
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,926
Other income not declared elsewhere	2020-12-31	$1,111
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	$3,235,098
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,278,680
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,043,582
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	$55,059
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$17,662,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,132,413
Interest on participant loans	2020-12-31	$9,568
Value of interest in common/collective trusts at end of year	2020-12-31	$1,402,756
Value of interest in common/collective trusts at beginning of year	2020-12-31	$680,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,736,232
Net investment gain or loss from common/collective trusts	2020-12-31	$73,114
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	$297,317
Employer contributions (assets) at end of year	2020-12-31	$11,996
Employer contributions (assets) at beginning of year	2020-12-31	$11,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,071,419
Contract administrator fees	2020-12-31	$1,281
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	STEPHENS, REIDINGER & BELLER LLP
Accountancy firm EIN	2020-12-31	330639599
2019 : PLACEWORKS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,497,852
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,419,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,360,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,112,896
Value of total assets at end of year	2019-12-31	$16,043,582
Value of total assets at beginning of year	2019-12-31	$12,965,046
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$58,988
Total interest from all sources	2019-12-31	$15,608
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$440,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$440,524
Administrative expenses professional fees incurred	2019-12-31	$687
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$802,845
Participant contributions at end of year	2019-12-31	$191,254
Participant contributions at beginning of year	2019-12-31	$240,588
Participant contributions at end of year	2019-12-31	$28,505
Participant contributions at beginning of year	2019-12-31	$24,784
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,147
Other income not declared elsewhere	2019-12-31	$1,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,078,536
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,043,582
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,965,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$56,833
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,132,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,821,645
Interest on participant loans	2019-12-31	$12,922
Value of interest in common/collective trusts at end of year	2019-12-31	$680,141
Value of interest in common/collective trusts at beginning of year	2019-12-31	$867,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,890,124
Net investment gain or loss from common/collective trusts	2019-12-31	$37,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$302,904
Employer contributions (assets) at end of year	2019-12-31	$11,269
Employer contributions (assets) at beginning of year	2019-12-31	$11,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,360,328
Contract administrator fees	2019-12-31	$1,468
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	STEPHENS, REIDINGER & BELLER LLP
Accountancy firm EIN	2019-12-31	330639599
2018 : PLACEWORKS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$607,553
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,007,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$951,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,165,170
Value of total assets at end of year	2018-12-31	$12,965,046
Value of total assets at beginning of year	2018-12-31	$13,364,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$55,342
Total interest from all sources	2018-12-31	$16,539
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$438,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$438,648
Administrative expenses professional fees incurred	2018-12-31	$565
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$727,169
Participant contributions at end of year	2018-12-31	$240,588
Participant contributions at beginning of year	2018-12-31	$244,746
Participant contributions at end of year	2018-12-31	$24,784
Participant contributions at beginning of year	2018-12-31	$28,016
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$157,912
Other income not declared elsewhere	2018-12-31	$1,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-399,685
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,965,046
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,364,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$53,337
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,821,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,355,954
Interest on participant loans	2018-12-31	$13,667
Value of interest in common/collective trusts at end of year	2018-12-31	$867,011
Value of interest in common/collective trusts at beginning of year	2018-12-31	$724,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$2,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,018,714
Net investment gain or loss from common/collective trusts	2018-12-31	$4,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$280,089
Employer contributions (assets) at end of year	2018-12-31	$11,018
Employer contributions (assets) at beginning of year	2018-12-31	$11,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$951,896
Contract administrator fees	2018-12-31	$1,440
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	STEPHENS, REIDINGER & BELLER LLP
Accountancy firm EIN	2018-12-31	330639599
2017 : PLACEWORKS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,053,192
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,735,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,682,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$970,510
Value of total assets at end of year	2017-12-31	$13,364,731
Value of total assets at beginning of year	2017-12-31	$12,047,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$52,982
Total interest from all sources	2017-12-31	$16,334
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$398,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$398,188
Administrative expenses professional fees incurred	2017-12-31	$1,716
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$691,789
Participant contributions at end of year	2017-12-31	$244,746
Participant contributions at beginning of year	2017-12-31	$277,680
Participant contributions at end of year	2017-12-31	$28,016
Participant contributions at beginning of year	2017-12-31	$24,034
Other income not declared elsewhere	2017-12-31	$978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,317,525
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,364,731
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,047,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$47,684
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,355,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,103,541
Interest on participant loans	2017-12-31	$14,024
Value of interest in common/collective trusts at end of year	2017-12-31	$724,366
Value of interest in common/collective trusts at beginning of year	2017-12-31	$631,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,657,437
Net investment gain or loss from common/collective trusts	2017-12-31	$9,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$278,721
Employer contributions (assets) at end of year	2017-12-31	$11,649
Employer contributions (assets) at beginning of year	2017-12-31	$10,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,682,685
Contract administrator fees	2017-12-31	$3,582
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	STEPHENS, REIDINGER & BELLER LLP
Accountancy firm EIN	2017-12-31	330639599
2016 : PLACEWORKS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,810,488
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$532,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$482,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,011,319
Value of total assets at end of year	2016-12-31	$12,047,206
Value of total assets at beginning of year	2016-12-31	$10,768,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$49,672
Total interest from all sources	2016-12-31	$12,741
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$284,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$284,864
Administrative expenses professional fees incurred	2016-12-31	$2,240
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$736,748
Participant contributions at end of year	2016-12-31	$277,680
Participant contributions at beginning of year	2016-12-31	$131,080
Participant contributions at end of year	2016-12-31	$24,034
Participant contributions at beginning of year	2016-12-31	$25,691
Other income not declared elsewhere	2016-12-31	$7,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,278,208
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,047,206
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,768,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$44,411
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,103,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,611,441
Interest on participant loans	2016-12-31	$12,139
Value of interest in common/collective trusts at end of year	2016-12-31	$631,208
Value of interest in common/collective trusts at beginning of year	2016-12-31	$560,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$429,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$429,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$602
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$483,940
Net investment gain or loss from common/collective trusts	2016-12-31	$10,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$274,571
Employer contributions (assets) at end of year	2016-12-31	$10,743
Employer contributions (assets) at beginning of year	2016-12-31	$10,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$482,608
Contract administrator fees	2016-12-31	$3,021
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	STEPHENS, REIDINGER & BELLER LLP
Accountancy firm EIN	2016-12-31	330639599
2015 : PLACEWORKS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$911,891
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$61,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$53,765
Value of total corrective distributions	2015-12-31	$4,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$938,071
Value of total assets at end of year	2015-12-31	$10,768,998
Value of total assets at beginning of year	2015-12-31	$9,918,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,668
Total interest from all sources	2015-12-31	$5,598
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$354,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$354,349
Administrative expenses professional fees incurred	2015-12-31	$1,156
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$697,444
Participant contributions at end of year	2015-12-31	$131,080
Participant contributions at beginning of year	2015-12-31	$75,441
Participant contributions at end of year	2015-12-31	$25,691
Participant contributions at beginning of year	2015-12-31	$20,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$850,611
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,768,998
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,918,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,611,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,303,117
Interest on participant loans	2015-12-31	$5,493
Value of interest in common/collective trusts at end of year	2015-12-31	$560,957
Value of interest in common/collective trusts at beginning of year	2015-12-31	$510,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$429,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$105
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-393,340
Net investment gain or loss from common/collective trusts	2015-12-31	$7,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$240,627
Employer contributions (assets) at end of year	2015-12-31	$10,252
Employer contributions (assets) at beginning of year	2015-12-31	$8,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$53,765
Contract administrator fees	2015-12-31	$1,512
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HBLA CPA'S, INC.
Accountancy firm EIN	2015-12-31	330155525
2014 : PLACEWORKS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,457,346
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$168,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$166,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$845,632
Value of total assets at end of year	2014-12-31	$9,918,387
Value of total assets at beginning of year	2014-12-31	$8,629,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,364
Total interest from all sources	2014-12-31	$4,261
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$537,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$537,342
Administrative expenses professional fees incurred	2014-12-31	$2,002
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$609,719
Participant contributions at end of year	2014-12-31	$75,441
Participant contributions at beginning of year	2014-12-31	$100,764
Participant contributions at end of year	2014-12-31	$20,806
Participant contributions at beginning of year	2014-12-31	$18,852
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$36,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,288,510
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,918,387
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,629,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,303,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,034,498
Interest on participant loans	2014-12-31	$4,261
Value of interest in common/collective trusts at end of year	2014-12-31	$510,440
Value of interest in common/collective trusts at beginning of year	2014-12-31	$467,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$64,044
Net investment gain or loss from common/collective trusts	2014-12-31	$6,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$198,995
Employer contributions (assets) at end of year	2014-12-31	$8,583
Employer contributions (assets) at beginning of year	2014-12-31	$8,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$166,472
Contract administrator fees	2014-12-31	$362
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HBLA CPA'S, INC.
Accountancy firm EIN	2014-12-31	330155525
2013 : PLACEWORKS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,015,065
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$534,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$523,944
Value of total corrective distributions	2013-12-31	$5,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$598,513
Value of total assets at end of year	2013-12-31	$8,629,877
Value of total assets at beginning of year	2013-12-31	$7,149,052
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,057
Total interest from all sources	2013-12-31	$4,720
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$341,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$341,000
Administrative expenses professional fees incurred	2013-12-31	$3,898
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$511,004
Participant contributions at end of year	2013-12-31	$100,764
Participant contributions at beginning of year	2013-12-31	$77,183
Participant contributions at end of year	2013-12-31	$18,852
Participant contributions at beginning of year	2013-12-31	$19,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,480,825
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,629,877
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,149,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,034,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,604,072
Interest on participant loans	2013-12-31	$4,720
Value of interest in common/collective trusts at end of year	2013-12-31	$467,122
Value of interest in common/collective trusts at beginning of year	2013-12-31	$448,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,064,238
Net investment gain or loss from common/collective trusts	2013-12-31	$6,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$87,509
Employer contributions (assets) at end of year	2013-12-31	$8,641
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$523,944
Contract administrator fees	2013-12-31	$1,159
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HBLA CPA'S, INC.
Accountancy firm EIN	2013-12-31	330155525
2009 : PLACEWORKS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PLACEWORKS 401(K) PLAN

2022: PLACEWORKS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PLACEWORKS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PLACEWORKS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PLACEWORKS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PLACEWORKS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PLACEWORKS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PLACEWORKS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PLACEWORKS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PLACEWORKS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PLACEWORKS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: PLACEWORKS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PLACEWORKS, INC.
Employer identification number (EIN):	952975827
NAIC Classification:	541320
NAIC Description:	Landscape Architectural Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1975-09-05
Company Identification Number:	C0753564
Legal Registered Office Address:	3 Macarthur Place, Suite 1100 Santa Ana United States of America (USA) 92707