401k Plan data: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN plan

INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 401k Plan overview

Plan Name	INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN
Plan identification number	001

INSTITUTE FOR LEAN SYSTEMS, LLC 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

INSTITUTE FOR LEAN SYSTEMS, LLC has sponsored the creation of one or more 401k plans.

Company Name: INSTITUTE FOR LEAN SYSTEMS, LLC

Employer identification number (EIN): 205140638

NAIC Classification: 541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 PARTHI DAMODARASWAMY
001 2017-01-01 PARTHI DAMODARASWAMY
001 2016-01-01 PARTHI DAMODARASWAMY
001 2015-01-01 PARTHI DAMODARASWAMY
001 2014-01-01 PARTHI DAMODARASWAMY
001 2013-01-01 PARTHIBARAJAN DAMODARASWAMY
001 2012-01-01 MARILYN SANDERS, CPA
001 2011-01-01 MARILYN SANDERS, CPA
001 2009-01-01 MARILYN SANDERS, CPA

Plan Statistics for INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN

401k plan membership statisitcs for INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN

Measure Date Value
2022: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 9
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 9
2021: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
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 2
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 12
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
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 1
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
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 1
Total of all active and inactive participants 2018-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 13
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
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 2
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Total of all active and inactive participants 2016-01-01 12
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
2015: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Total of all active and inactive participants 2015-01-01 11
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
2014: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Total of all active and inactive participants 2014-01-01 9
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
2013: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 0
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2022: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	9
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	9
2021: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
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	2
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	12
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
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	1
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
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	1
Total of all active and inactive participants	2018-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	13
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
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	2
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Total of all active and inactive participants	2016-01-01	12
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
2015: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Total of all active and inactive participants	2015-01-01	11
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
2014: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Total of all active and inactive participants	2014-01-01	9
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
2013: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	0
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN

Measure	Date	Value
2022 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-903,763
Expenses. Total of all expenses incurred	2022-12-31	$603,803
Benefits paid (including direct rollovers)	2022-12-31	$603,553
Total plan assets at end of year	2022-12-31	$3,147,973
Total plan assets at beginning of year	2022-12-31	$4,655,539
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$106,866
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,161,562
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,507,566
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,147,973
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,655,539
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$150,933
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$250
2021 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$743,264
Expenses. Total of all expenses incurred	2021-12-31	$49,059
Benefits paid (including direct rollovers)	2021-12-31	$41,825
Total plan assets at end of year	2021-12-31	$4,655,539
Total plan assets at beginning of year	2021-12-31	$3,961,334
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$115,913
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$458,323
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$694,205
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,655,539
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,961,334
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$169,028
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$6,934
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$300
2020 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,010,619
Expenses. Total of all expenses incurred	2020-12-31	$7,745
Benefits paid (including direct rollovers)	2020-12-31	$7,445
Total plan assets at end of year	2020-12-31	$3,961,334
Total plan assets at beginning of year	2020-12-31	$2,958,460
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$122,879
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$708,561
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,002,874
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,961,334
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,958,460
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$179,179
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$300
2019 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$864,593
Expenses. Total of all expenses incurred	2019-12-31	$300
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$2,958,460
Total plan assets at beginning of year	2019-12-31	$2,094,167
Total contributions received or receivable from participants	2019-12-31	$126,491
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$541,455
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$864,293
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,958,460
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,094,167
Total contributions received or receivable from employer(s)	2019-12-31	$196,647
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$300
2018 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$160,522
Expenses. Total of all expenses incurred	2018-12-31	$653,170
Benefits paid (including direct rollovers)	2018-12-31	$652,920
Total plan assets at end of year	2018-12-31	$2,094,167
Total plan assets at beginning of year	2018-12-31	$2,586,815
Total contributions received or receivable from participants	2018-12-31	$116,204
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-153,866
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-492,648
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,094,167
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,586,815
Total contributions received or receivable from employer(s)	2018-12-31	$198,184
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$250
2017 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$654,990
Expenses. Total of all expenses incurred	2017-12-31	$101,681
Benefits paid (including direct rollovers)	2017-12-31	$101,481
Total plan assets at end of year	2017-12-31	$2,586,815
Total plan assets at beginning of year	2017-12-31	$2,033,506
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$104,997
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$374,926
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$553,309
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,586,815
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,033,506
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$175,067
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$200
2016 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$396,923
Expenses. Total of all expenses incurred	2016-12-31	$608,650
Benefits paid (including direct rollovers)	2016-12-31	$608,450
Total plan assets at end of year	2016-12-31	$2,033,506
Total plan assets at beginning of year	2016-12-31	$2,245,233
Total contributions received or receivable from participants	2016-12-31	$101,996
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$123,640
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-211,727
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,033,506
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,245,233
Total contributions received or receivable from employer(s)	2016-12-31	$171,287
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$200
2015 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$228,580
Expenses. Total of all expenses incurred	2015-12-31	$175
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,245,233
Total plan assets at beginning of year	2015-12-31	$2,016,828
Total contributions received or receivable from participants	2015-12-31	$105,706
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-53,898
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$228,405
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,245,233
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,016,828
Total contributions received or receivable from employer(s)	2015-12-31	$176,772
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$175
2014 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$308,339
Expenses. Total of all expenses incurred	2014-12-31	$75
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,016,828
Total plan assets at beginning of year	2014-12-31	$1,708,564
Total contributions received or receivable from participants	2014-12-31	$106,852
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$31,714
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$308,264
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,016,828
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,708,564
Total contributions received or receivable from employer(s)	2014-12-31	$169,773
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$75
2013 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$424,332
Expenses. Total of all expenses incurred	2013-12-31	$50,001
Benefits paid (including direct rollovers)	2013-12-31	$25,500
Total plan assets at end of year	2013-12-31	$1,646,308
Total plan assets at beginning of year	2013-12-31	$1,271,977
Total contributions received or receivable from participants	2013-12-31	$114,605
Other income received	2013-12-31	$115,637
Net income (gross income less expenses)	2013-12-31	$374,331
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,646,308
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,271,977
Total contributions received or receivable from employer(s)	2013-12-31	$194,090
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$24,501
2012 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$372,408
Expenses. Total of all expenses incurred	2012-12-31	$18,140
Total plan assets at end of year	2012-12-31	$1,271,977
Total plan assets at beginning of year	2012-12-31	$917,709
Total contributions received or receivable from participants	2012-12-31	$92,038
Other income received	2012-12-31	$106,795
Net income (gross income less expenses)	2012-12-31	$354,268
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,271,977
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$917,709
Total contributions received or receivable from employer(s)	2012-12-31	$173,575
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$18,140
2011 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$168,046
Expenses. Total of all expenses incurred	2011-12-31	$15,585
Total plan assets at end of year	2011-12-31	$917,709
Total plan assets at beginning of year	2011-12-31	$765,248
Total contributions received or receivable from participants	2011-12-31	$79,156
Other income received	2011-12-31	$-58,995
Net income (gross income less expenses)	2011-12-31	$152,461
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$917,709
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$765,248
Total contributions received or receivable from employer(s)	2011-12-31	$147,885
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$15,585
2010 : INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$312,295
Expenses. Total of all expenses incurred	2010-12-31	$204,029
Benefits paid (including direct rollovers)	2010-12-31	$191,135
Total plan assets at end of year	2010-12-31	$765,248
Total plan assets at beginning of year	2010-12-31	$656,982
Total contributions received or receivable from participants	2010-12-31	$86,408
Other income received	2010-12-31	$63,366
Net income (gross income less expenses)	2010-12-31	$108,266
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$765,248
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$656,982
Total contributions received or receivable from employer(s)	2010-12-31	$162,521
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$12,894

Form 5500 Responses for INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN

2022: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: INSTITUTE FOR LEAN SYSTEMS, LLC 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: INSTITUTE FOR LEAN SYSTEMS, LLC 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: INSTITUTE FOR LEAN SYSTEMS, LLC 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INSTITUTE FOR LEAN SYSTEMS, LLC 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: INSTITUTE FOR LEAN SYSTEMS, LLC 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: INSTITUTE FOR LEAN SYSTEMS, LLC 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: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INSTITUTE FOR LEAN SYSTEMS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INSTITUTE FOR LEAN SYSTEMS, LLC
Employer identification number (EIN):	205140638
NAIC Classification:	541400