401k Plan data: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN plan

THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN
Plan identification number	001

THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

INSTITUTE FOR HUMAN RESOURCES AND SERVICES INC. has sponsored the creation of one or more 401k plans.

Company Name: INSTITUTE FOR HUMAN RESOURCES AND SERVICES INC.

Employer identification number (EIN): 231955577

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOHN KENNEDY 2023-10-13 JOHN KENNEDY 2023-10-13
001 2021-01-01 JOHN KENNEDY 2022-10-17 JOHN KENNEDY 2022-10-17
001 2020-01-01 JOHN KENNEDY 2021-10-14 JOHN KENNEDY 2021-10-14
001 2019-01-01 JOHN KENNEDY 2020-10-15 JOHN KENNEDY 2020-10-15
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JOHN KENNEDY 2015-04-06
001 2013-01-01 JOHN KENNEDY 2014-04-22
001 2012-01-01 JOHN KENNEDY 2013-04-24 JOHN KENNEDY 2013-04-24
001 2011-01-01 JOHN KENNEDY JOHN KENNEDY 2012-04-24
001 2010-01-01 JOHN KENNEDY JOHN KENNEDY 2011-04-08
001 2009-01-01 JOHN KENNEDY JOHN KENNEDY 2010-06-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOHN KENNEDY	2023-10-13	JOHN KENNEDY	2023-10-13
001	2021-01-01	JOHN KENNEDY	2022-10-17	JOHN KENNEDY	2022-10-17
001	2020-01-01	JOHN KENNEDY	2021-10-14	JOHN KENNEDY	2021-10-14
001	2019-01-01	JOHN KENNEDY	2020-10-15	JOHN KENNEDY	2020-10-15
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JOHN KENNEDY	2015-04-06
001	2013-01-01	JOHN KENNEDY	2014-04-22
001	2012-01-01	JOHN KENNEDY	2013-04-24	JOHN KENNEDY	2013-04-24
001	2011-01-01	JOHN KENNEDY		JOHN KENNEDY	2012-04-24
001	2010-01-01	JOHN KENNEDY		JOHN KENNEDY	2011-04-08
001	2009-01-01	JOHN KENNEDY		JOHN KENNEDY	2010-06-16

Plan Statistics for THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2022: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 99
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 55
Total of all active and inactive participants 2022-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 155
Number of participants with account balances 2022-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 101
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 36
Total of all active and inactive participants 2021-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 137
Number of participants with account balances 2021-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 98
Number of retired or separated participants receiving benefits 2020-01-01 28
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 126
Number of participants with account balances 2020-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 93
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 22
Total of all active and inactive participants 2019-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 115
Number of participants with account balances 2019-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2011: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 80
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 19
Total of all active and inactive participants 2011-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 99
Number of participants with account balances 2011-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 83
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 96
Number of participants with account balances 2010-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 83
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 8
Total of all active and inactive participants 2009-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 91
Number of participants with account balances 2009-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	99
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	55
Total of all active and inactive participants	2022-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	155
Number of participants with account balances	2022-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	101
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	36
Total of all active and inactive participants	2021-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	137
Number of participants with account balances	2021-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	98
Number of retired or separated participants receiving benefits	2020-01-01	28
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	126
Number of participants with account balances	2020-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	93
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	22
Total of all active and inactive participants	2019-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	115
Number of participants with account balances	2019-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2011: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	80
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	19
Total of all active and inactive participants	2011-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	99
Number of participants with account balances	2011-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	83
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	96
Number of participants with account balances	2010-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	83
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	8
Total of all active and inactive participants	2009-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	91
Number of participants with account balances	2009-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,619
Total income from all sources (including contributions)	2022-12-31	$98,647
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$116,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$99,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$267,745
Value of total assets at end of year	2022-12-31	$1,438,258
Value of total assets at beginning of year	2022-12-31	$1,457,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$16,481
Total interest from all sources	2022-12-31	$4,659
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$25,225
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	$953
Administrative expenses professional fees incurred	2022-12-31	$997
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$140,000
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	$39,901
Participant contributions at end of year	2022-12-31	$100,589
Participant contributions at beginning of year	2022-12-31	$58,026
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$3,252
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,904
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
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	$1,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,619
Other income not declared elsewhere	2022-12-31	$-189,340
Administrative expenses (other) incurred	2022-12-31	$13,737
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	$-17,697
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,438,258
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,455,955
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	$997
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$59,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$38,619
Value of interest in pooled separate accounts at end of year	2022-12-31	$10,409
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,999
Interest on participant loans	2022-12-31	$4,659
Value of interest in common/collective trusts at end of year	2022-12-31	$3,130
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$47,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$46,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$46,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,921
Net investment gain/loss from pooled separate accounts	2022-12-31	$-763
Net investment gain or loss from common/collective trusts	2022-12-31	$42
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
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	$227,844
Employer contributions (assets) at end of year	2022-12-31	$226,915
Employer contributions (assets) at beginning of year	2022-12-31	$87,408
Income. Dividends from common stock	2022-12-31	$24,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$99,863
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$398,190
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$437,971
Contract administrator fees	2022-12-31	$750
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$588,528
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$780,078
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	KRONICK KALADA BERDY & CO.
Accountancy firm EIN	2022-12-31	232667890
2021 : THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT 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	$1,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$125
Total income from all sources (including contributions)	2021-12-31	$374,665
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$234,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$216,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$230,730
Value of total assets at end of year	2021-12-31	$1,457,574
Value of total assets at beginning of year	2021-12-31	$1,316,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$17,985
Total interest from all sources	2021-12-31	$3,222
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$24,802
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	$666
Administrative expenses professional fees incurred	2021-12-31	$994
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$256,000
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	$33,322
Participant contributions at end of year	2021-12-31	$58,026
Participant contributions at beginning of year	2021-12-31	$62,080
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,904
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$2,845
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$1,357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$125
Other income not declared elsewhere	2021-12-31	$112,706
Administrative expenses (other) incurred	2021-12-31	$14,827
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	$139,970
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,455,955
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,315,985
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	$994
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$38,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,327
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,999
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,045
Interest on participant loans	2021-12-31	$3,222
Value of interest in common/collective trusts at end of year	2021-12-31	$1,533
Value of interest in common/collective trusts at beginning of year	2021-12-31	$765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$46,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$45,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$45,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,611
Net investment gain/loss from pooled separate accounts	2021-12-31	$567
Net investment gain or loss from common/collective trusts	2021-12-31	$27
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
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	$197,408
Employer contributions (assets) at end of year	2021-12-31	$87,408
Employer contributions (assets) at beginning of year	2021-12-31	$93,865
Income. Dividends from common stock	2021-12-31	$24,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$216,710
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$437,971
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$449,097
Contract administrator fees	2021-12-31	$1,170
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$780,078
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$650,235
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	KRONICK KALADA BERDY & CO.
Accountancy firm EIN	2021-12-31	232667890
2020 : THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT 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	$125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$500
Total income from all sources (including contributions)	2020-12-31	$305,540
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$194,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$181,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$215,475
Value of total assets at end of year	2020-12-31	$1,316,110
Value of total assets at beginning of year	2020-12-31	$1,205,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$13,059
Total interest from all sources	2020-12-31	$4,041
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$23,294
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	$72
Administrative expenses professional fees incurred	2020-12-31	$125
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$130,000
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	$11,611
Participant contributions at end of year	2020-12-31	$62,080
Participant contributions at beginning of year	2020-12-31	$58,815
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$2,845
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2,855
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$500
Other income not declared elsewhere	2020-12-31	$62,026
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	$111,176
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,315,985
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,204,809
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	$12,934
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,045
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$4,041
Value of interest in common/collective trusts at end of year	2020-12-31	$765
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$45,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$37,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$37,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$619
Net investment gain/loss from pooled separate accounts	2020-12-31	$82
Net investment gain or loss from common/collective trusts	2020-12-31	$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
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	$203,864
Employer contributions (assets) at end of year	2020-12-31	$93,865
Employer contributions (assets) at beginning of year	2020-12-31	$60,920
Income. Dividends from common stock	2020-12-31	$23,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$181,305
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$449,097
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$427,569
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$650,235
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$616,603
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	Unqualified
Accountancy firm name	2020-12-31	KRONICK KALADA BERDY & CO.
Accountancy firm EIN	2020-12-31	232667890
2019 : THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$500
Total liabilities at beginning 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	$351,059
Total income from all sources (including contributions)	2019-12-31	$351,059
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$183,215
Total of all expenses incurred	2019-12-31	$183,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$169,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$169,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$150,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$150,920
Value of total assets at end of year	2019-12-31	$1,205,309
Value of total assets at end of year	2019-12-31	$1,205,309
Value of total assets at beginning of year	2019-12-31	$1,036,965
Value of total assets at beginning of year	2019-12-31	$1,036,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,390
Total interest from all sources	2019-12-31	$2,858
Total interest from all sources	2019-12-31	$2,858
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$23,580
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$23,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$100,000
Value of fidelity bond cover	2019-12-31	$100,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Participant contributions at end of year	2019-12-31	$58,815
Participant contributions at end of year	2019-12-31	$58,815
Participant contributions at beginning of year	2019-12-31	$57,143
Participant contributions at beginning of year	2019-12-31	$57,143
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,855
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,855
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$2,693
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$2,693
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$617
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$173,701
Other income not declared elsewhere	2019-12-31	$173,701
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
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	$167,844
Value of net income/loss	2019-12-31	$167,844
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,204,809
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,204,809
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,036,965
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,036,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$12,390
Investment advisory and management fees	2019-12-31	$12,390
Interest on participant loans	2019-12-31	$2,858
Interest on participant loans	2019-12-31	$2,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$37,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$37,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$45,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$45,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$45,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$45,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	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
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	$150,920
Contributions received in cash from employer	2019-12-31	$150,920
Employer contributions (assets) at end of year	2019-12-31	$60,920
Employer contributions (assets) at end of year	2019-12-31	$60,920
Employer contributions (assets) at beginning of year	2019-12-31	$58,409
Employer contributions (assets) at beginning of year	2019-12-31	$58,409
Income. Dividends from common stock	2019-12-31	$23,580
Income. Dividends from common stock	2019-12-31	$23,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$169,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$169,825
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$427,569
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$427,569
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$384,516
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$384,516
Contract administrator fees	2019-12-31	$1,000
Contract administrator fees	2019-12-31	$1,000
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$616,603
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$616,603
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$487,972
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$487,972
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	KRONICK KALADA BERDY & CO.
Accountancy firm name	2019-12-31	KRONICK KALADA BERDY & CO.
Accountancy firm EIN	2019-12-31	232667890
Accountancy firm EIN	2019-12-31	232667890
2011 : THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$89,956
Expenses. Total of all expenses incurred	2011-12-31	$117,467
Benefits paid (including direct rollovers)	2011-12-31	$117,467
Total plan assets at end of year	2011-12-31	$875,340
Total plan assets at beginning of year	2011-12-31	$902,851
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$934
Net income (gross income less expenses)	2011-12-31	$-27,511
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$875,340
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$902,851
Assets. Value of participant loans	2011-12-31	$29,145
Total contributions received or receivable from employer(s)	2011-12-31	$89,022
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$186,635
Expenses. Total of all expenses incurred	2010-12-31	$19,224
Benefits paid (including direct rollovers)	2010-12-31	$12,345
Total plan assets at end of year	2010-12-31	$902,851
Total plan assets at beginning of year	2010-12-31	$735,440
Value of fidelity bond covering the plan	2010-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,879
Other income received	2010-12-31	$81,432
Net income (gross income less expenses)	2010-12-31	$167,411
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$902,851
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$735,440
Assets. Value of participant loans	2010-12-31	$26,065
Total contributions received or receivable from employer(s)	2010-12-31	$105,203
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT 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 THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN

2022: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT 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
2011: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE INSTITUTE FOR HUMAN RESOURCES AND SERVICES, INC. RETIREMENT 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

724765

Policy instance

Insurance contract or identification number	724765
Number of Individuals Covered	155
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

724765

Policy instance

Insurance contract or identification number	724765
Number of Individuals Covered	132
Insurance policy start date	2021-08-15
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

724765

Policy instance

Insurance contract or identification number	724765
Number of Individuals Covered	126
Insurance policy start date	2020-08-15
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	INSTITUTE FOR HUMAN RESOURCES AND SERVICES INC.
Employer identification number (EIN):	231955577
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations