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I WORKS 401(K) PLAN 401k Plan overview

Plan NameI WORKS 401(K) PLAN
Plan identification number 001

I WORKS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='204395892' AND PlanID='001'

401k Sponsoring company profile

ILLUMINATION WORKS, LLC has sponsored the creation of one or more 401k plans.

Company Name:ILLUMINATION WORKS, LLC
Employer identification number (EIN):204395892
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about ILLUMINATION WORKS, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2006-03-16
Company Identification Number: 1608172
Legal Registered Office Address: 1900 KETTERING TOWER, 40 N. MAIN ST
-
DAYTON
United States of America (USA)
45423

More information about ILLUMINATION WORKS, LLC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JANET SCHREIBER2024-06-18
0012022-01-01JANET SCHREIBER2023-06-21
0012021-01-01
0012021-01-01JANET SCHREIBER
0012020-01-01JANET SCHREIBER2021-08-05
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JANET ERICKSON2018-10-05
0012016-01-01CAITLIN MCCOLLUM2017-05-24 CAITLIN MCCOLLUM2017-05-24
0012015-01-01CAITLIN MCCOLLUM2016-04-10 CAITLIN MCCOLLUM2016-04-29
0012014-01-01CAITLIN MCCOLLUM2015-07-30 CAITLIN MCCOLLUM2015-07-30
0012013-01-01LIZ DOUGLAS2014-04-29 LIZ DOUGLAS2014-04-29
0012012-01-01JONATHON MITCHELL2013-05-15 JONATHON MITCHELL2013-05-15
0012011-01-01LIZ DOUGLAS2012-10-04 LIZ DOUGLAS2012-10-04
0012010-01-01JONATHON MITCHELL2011-07-27

Financial Data on I WORKS 401(K) PLAN

Measure Date Value
2025 : I WORKS 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-221184423
Net assets as of the end of the plan year2025-05-226351063
Total assets as of the beginning of the plan year2025-05-225541019
Value of plan covered by a fidelity bond2025-05-22500000
Participant contributions to plan in this plan year2025-05-22648685
Value of participant loans at end of plan year2025-05-22128691
Other contributions to plan in this plan year2025-05-22256676
Other income to plan in this plan year2025-05-22768347
Plan net income in this plan year2025-05-22810044
Net assets as of the end of the plan year2025-05-226351063
Net assets as of the beginning of the plan year2025-05-225541019
Employer contributions to plan in this plan year2025-05-22320759
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2231334
2024 : I WORKS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-18125853
Net assets as of the end of the plan year2024-06-185541019
Total assets as of the beginning of the plan year2024-06-184102125
Value of plan covered by a fidelity bond2024-06-18411000
Participant contributions to plan in this plan year2024-06-18519207
Value of participant loans at end of plan year2024-06-1863124
Other contributions to plan in this plan year2024-06-1812425
Other income to plan in this plan year2024-06-18785900
Plan net income in this plan year2024-06-181438894
Net assets as of the end of the plan year2024-06-185541019
Net assets as of the beginning of the plan year2024-06-184102125
Employer contributions to plan in this plan year2024-06-18247215
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1824809
2021 : I WORKS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$1,499,462
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,265,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,238,664
Expenses. Certain deemed distributions of participant loans2021-12-31$175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$636,525
Value of total assets at end of year2021-12-31$5,620,402
Value of total assets at beginning of year2021-12-31$5,386,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,132
Total interest from all sources2021-12-31$2,340
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$414,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$414,894
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$408,622
Participant contributions at end of year2021-12-31$27,912
Participant contributions at beginning of year2021-12-31$77,086
Participant contributions at beginning of year2021-12-31$16,169
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$20,482
Other income not declared elsewhere2021-12-31$4,433
Administrative expenses (other) incurred2021-12-31$27,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$233,491
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,620,402
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,386,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,592,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,284,756
Interest on participant loans2021-12-31$2,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$441,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$207,421
Employer contributions (assets) at beginning of year2021-12-31$8,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,238,664
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SWINDON SPRINGER & CO. INC. C
Accountancy firm EIN2021-12-31311339842
2020 : I WORKS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$1,469,824
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,368,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,363,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$647,727
Value of total assets at end of year2020-12-31$5,386,911
Value of total assets at beginning of year2020-12-31$5,286,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,017
Total interest from all sources2020-12-31$2,269
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$113,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$113,871
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$435,510
Participant contributions at end of year2020-12-31$77,086
Participant contributions at beginning of year2020-12-31$17,506
Participant contributions at end of year2020-12-31$16,169
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$92
Administrative expenses (other) incurred2020-12-31$5,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$100,865
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,386,911
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,286,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,284,756
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,151,429
Interest on participant loans2020-12-31$2,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$117,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$705,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$212,125
Employer contributions (assets) at end of year2020-12-31$8,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,363,942
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SWINDON, SPRINGER & CO. INC. C
Accountancy firm EIN2020-12-31311339842
2019 : I WORKS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$2,455,018
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,211,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,204,826
Expenses. Certain deemed distributions of participant loans2019-12-31$3,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,462,388
Value of total assets at end of year2019-12-31$5,286,046
Value of total assets at beginning of year2019-12-31$4,042,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,008
Total interest from all sources2019-12-31$1,618
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$484,048
Participant contributions at end of year2019-12-31$17,506
Participant contributions at beginning of year2019-12-31$43,275
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$752,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,243,864
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,286,046
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,042,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$5,151,429
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,920,451
Interest on participant loans2019-12-31$1,618
Interest earned on other investments2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$117,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$78,456
Net investment gain/loss from pooled separate accounts2019-12-31$991,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$226,163
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,204,826
Contract administrator fees2019-12-31$3,008
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SWINDON, SPRINGER & CO. INC. CPAS
Accountancy firm EIN2019-12-31311339842
2018 : I WORKS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$587,275
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$673,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$669,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$894,488
Value of total assets at end of year2018-12-31$4,042,182
Value of total assets at beginning of year2018-12-31$4,127,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,294
Total interest from all sources2018-12-31$3,117
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$3,294
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$593,466
Participant contributions at end of year2018-12-31$43,275
Participant contributions at beginning of year2018-12-31$40,177
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$24,482
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-85,743
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,042,182
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,127,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,920,451
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,006,915
Interest on participant loans2018-12-31$2,439
Interest earned on other investments2018-12-31$678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$78,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$45,059
Net investment gain/loss from pooled separate accounts2018-12-31$-310,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$281,452
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$11,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$669,724
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SWINDON, SPRINGER & CO. INC. CPAS
Accountancy firm EIN2018-12-31311339842

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-841690
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-841690
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-841690
Policy instance 1

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