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INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 401k Plan overview

Plan NameINTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN
Plan identification number 001

INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INTERNATIONAL ASSOCIATION OF IT ASSET MANAGERS has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL ASSOCIATION OF IT ASSET MANAGERS
Employer identification number (EIN):020597054
NAIC Classification:541513
NAIC Description:Computer Facilities Management Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01WILLIAM HARWOOD
0012017-01-01BARBARA REMBIESA2018-06-15
0012016-01-01BARBARA REMBIESA2017-05-19
0012015-01-01
0012014-01-01BARBARA REMBIESA2015-04-15
0012013-01-01BARBARA REMBIESA2014-04-14
0012012-01-01BARBARA REMBIESA2013-05-02
0012011-01-01BARBARA REMBIESA2012-08-01
0012010-10-01BARBARA REMBIESA2011-10-05

Plan Statistics for INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN

401k plan membership statisitcs for INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN

Measure Date Value
2022: INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0114
Number of participants with account balances2022-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0120
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0113
Number of participants with account balances2021-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0122
Total number of active participants reported on line 7a of the Form 55002020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0120
Total participants2020-01-0120
Number of participants with account balances2020-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0121
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0122
Number of participants with account balances2019-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0123
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0116
Number of participants with account balances2018-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN

Measure Date Value
2022 : INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-5,668
Expenses. Total of all expenses incurred2022-12-31$57,826
Benefits paid (including direct rollovers)2022-12-31$53,101
Total plan assets at end of year2022-12-31$1,279,241
Total plan assets at beginning of year2022-12-31$1,342,735
Value of fidelity bond covering the plan2022-12-31$150,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$75,849
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-267,656
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-63,494
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,279,241
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,342,735
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$186,139
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,725
2021 : INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$316,638
Expenses. Total of all expenses incurred2021-12-31$428,328
Benefits paid (including direct rollovers)2021-12-31$424,798
Total plan assets at end of year2021-12-31$1,342,735
Total plan assets at beginning of year2021-12-31$1,454,425
Value of fidelity bond covering the plan2021-12-31$150,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$80,610
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$206,011
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-111,690
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,342,735
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,454,425
Assets. Value of participant loans2021-12-31$69,031
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$30,017
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,530
2020 : INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$392,958
Expenses. Total of all expenses incurred2020-12-31$99,041
Benefits paid (including direct rollovers)2020-12-31$93,793
Total plan assets at end of year2020-12-31$1,454,425
Total plan assets at beginning of year2020-12-31$1,160,508
Value of fidelity bond covering the plan2020-12-31$150,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$70,733
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$247,255
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$293,917
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,454,425
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,160,508
Assets. Value of participant loans2020-12-31$55,028
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$74,970
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,248
2019 : INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$507,934
Expenses. Total of all expenses incurred2019-12-31$291,422
Benefits paid (including direct rollovers)2019-12-31$285,109
Total plan assets at end of year2019-12-31$1,160,508
Total plan assets at beginning of year2019-12-31$943,996
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$69,029
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$244,359
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$216,512
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,160,508
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$943,996
Assets. Value of participant loans2019-12-31$49,692
Total contributions received or receivable from employer(s)2019-12-31$194,546
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,313
2018 : INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$190,075
Expenses. Total of all expenses incurred2018-12-31$292,511
Benefits paid (including direct rollovers)2018-12-31$291,085
Total plan assets at end of year2018-12-31$943,996
Total plan assets at beginning of year2018-12-31$1,046,432
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$71,279
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-100,472
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-102,436
Net plan assets at end of year (total assets less liabilities)2018-12-31$943,996
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,046,432
Assets. Value of participant loans2018-12-31$17,852
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$219,268
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,426

Form 5500 Responses for INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN

2022: INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL ASSOCIATION OF INFORMATION TECHNOLO Y ASSET MANAGERS 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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