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EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INDIANA LEGAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDIANA LEGAL SERVICES, INC.
Employer identification number (EIN):356059654
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JON LARAMORE
0012023-01-01
0012023-01-01JON LARAMORE
0012022-01-01
0012022-01-01JON LARAMORE
0012021-01-01
0012021-01-01JON LARAMORE
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01JON LARAMORE
0012016-01-01JON LARAMORE2017-06-19
0012015-01-01JON LARAMORE2016-07-11
0012014-01-01JON LARAMORE2015-07-22 JON LARAMORE2015-07-22
0012013-01-01NORMAN METZGER2014-08-19 NORMAN METZGER2014-08-19
0012012-01-01NORMAN METZGER2013-07-26 NORMAN METZGER2013-07-26
0012011-01-01NORMAN P. METZGER2012-07-18 NORMAN P. METZGER2012-07-18
0012010-01-01NORMAN METZGER2011-07-20 NORMAN METZGER2011-07-20

Financial Data on EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC.

Measure Date Value
2023 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,950,683
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$938,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$937,325
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$840,744
Value of total assets at end of year2023-12-31$14,296,046
Value of total assets at beginning of year2023-12-31$12,283,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,052
Total interest from all sources2023-12-31$25,761
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$0
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$545,337
Participant contributions at end of year2023-12-31$122,922
Participant contributions at beginning of year2023-12-31$150,395
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$15,761
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$92,789
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$1
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$1,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$2,012,306
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,296,046
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,283,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,057,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,850,797
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$6,273
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$19,488
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,115,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,259,492
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$0
Net investment gain/loss from pooled separate accounts2023-12-31$2,084,178
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$202,618
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$7,295
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$937,324
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CROWE LLP
Accountancy firm EIN2023-12-31350921680
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$0
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$2,950,683
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$938,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$937,325
Expenses. Certain deemed distributions of participant loans2023-01-01$0
Value of total corrective distributions2023-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$840,744
Value of total assets at end of year2023-01-01$14,272,785
Value of total assets at beginning of year2023-01-01$12,283,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$1,052
Total interest from all sources2023-01-01$25,761
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$0
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$545,337
Participant contributions at end of year2023-01-01$122,922
Participant contributions at beginning of year2023-01-01$150,395
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$15,761
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$92,789
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$1
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$0
Administrative expenses (other) incurred2023-01-01$1,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$2,012,306
Value of net assets at end of year (total assets less liabilities)2023-01-01$14,272,785
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$12,283,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$13,057,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$10,850,797
Value of interest in pooled separate accounts at end of year2023-01-01$0
Value of interest in pooled separate accounts at beginning of year2023-01-01$0
Interest on participant loans2023-01-01$6,273
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$19,488
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$0
Value of interest in common/collective trusts at beginning of year2023-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,092,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,259,492
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$0
Net investment gain/loss from pooled separate accounts2023-01-01$2,084,178
Net investment gain or loss from common/collective trusts2023-01-01$0
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$202,618
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$7,295
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$937,324
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$0
Aggregate carrying amount (costs) on sale of assets2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CROWE LLP
Accountancy firm EIN2023-01-01350921680
2022 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,789,808
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,083,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,081,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$669,583
Value of total assets at end of year2022-12-31$12,283,740
Value of total assets at beginning of year2022-12-31$15,157,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,060
Total interest from all sources2022-12-31$7,272
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$800,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$454,543
Participant contributions at end of year2022-12-31$150,395
Participant contributions at beginning of year2022-12-31$151,706
Participant contributions at end of year2022-12-31$15,761
Participant contributions at beginning of year2022-12-31$17,063
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$52,723
Administrative expenses (other) incurred2022-12-31$2,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,873,697
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,283,740
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,157,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,850,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,464,949
Interest on participant loans2022-12-31$3,753
Interest earned on other investments2022-12-31$3,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,259,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,515,901
Net investment gain/loss from pooled separate accounts2022-12-31$-2,466,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$162,317
Employer contributions (assets) at end of year2022-12-31$7,295
Employer contributions (assets) at beginning of year2022-12-31$7,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,081,829
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$0
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,789,808
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,083,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,081,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$669,583
Value of total assets at end of year2022-01-01$12,283,740
Value of total assets at beginning of year2022-01-01$15,157,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$2,060
Total interest from all sources2022-01-01$7,272
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$800,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$454,543
Participant contributions at end of year2022-01-01$150,395
Participant contributions at beginning of year2022-01-01$151,706
Participant contributions at end of year2022-01-01$15,761
Participant contributions at beginning of year2022-01-01$17,063
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$52,723
Administrative expenses (other) incurred2022-01-01$2,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,873,697
Value of net assets at end of year (total assets less liabilities)2022-01-01$12,283,740
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$15,157,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$10,850,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$13,464,949
Interest on participant loans2022-01-01$3,753
Interest earned on other investments2022-01-01$3,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,259,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,515,901
Net investment gain/loss from pooled separate accounts2022-01-01$-2,466,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$162,317
Employer contributions (assets) at end of year2022-01-01$7,295
Employer contributions (assets) at beginning of year2022-01-01$7,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,081,829
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CROWE LLP
Accountancy firm EIN2022-01-01350921680
2021 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,531,932
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$581,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$580,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,479,866
Value of total assets at end of year2021-12-31$15,157,437
Value of total assets at beginning of year2021-12-31$12,206,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,083
Total interest from all sources2021-12-31$19,293
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$800,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$456,515
Participant contributions at end of year2021-12-31$151,706
Participant contributions at beginning of year2021-12-31$77,394
Participant contributions at end of year2021-12-31$17,063
Participant contributions at beginning of year2021-12-31$19,500
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$824,813
Administrative expenses (other) incurred2021-12-31$1,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,950,702
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,157,437
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,206,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,464,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,636,067
Interest on participant loans2021-12-31$4,457
Interest earned on other investments2021-12-31$14,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,515,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,465,153
Net investment gain/loss from pooled separate accounts2021-12-31$2,032,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$198,538
Employer contributions (assets) at end of year2021-12-31$7,818
Employer contributions (assets) at beginning of year2021-12-31$8,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$580,147
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,387,581
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$151,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$150,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$521,852
Value of total assets at end of year2020-12-31$12,206,735
Value of total assets at beginning of year2020-12-31$9,970,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$890
Total interest from all sources2020-12-31$19,212
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$350,465
Participant contributions at end of year2020-12-31$77,394
Participant contributions at beginning of year2020-12-31$117,829
Participant contributions at end of year2020-12-31$19,500
Participant contributions at beginning of year2020-12-31$13,324
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,453
Administrative expenses (other) incurred2020-12-31$890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,236,060
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,206,735
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,970,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,636,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,545,868
Interest on participant loans2020-12-31$5,254
Interest earned on other investments2020-12-31$13,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,465,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,287,289
Net investment gain/loss from pooled separate accounts2020-12-31$1,846,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$167,934
Employer contributions (assets) at end of year2020-12-31$8,621
Employer contributions (assets) at beginning of year2020-12-31$6,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$150,631
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,582,589
Total income from all sources (including contributions)2019-12-31$2,582,589
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$557,204
Total of all expenses incurred2019-12-31$557,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$553,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$553,017
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$798,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$798,429
Value of total assets at end of year2019-12-31$9,970,675
Value of total assets at end of year2019-12-31$9,970,675
Value of total assets at beginning of year2019-12-31$7,945,290
Value of total assets at beginning of year2019-12-31$7,945,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,187
Total interest from all sources2019-12-31$27,306
Total interest from all sources2019-12-31$27,306
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$375,179
Contributions received from participants2019-12-31$375,179
Participant contributions at end of year2019-12-31$117,829
Participant contributions at end of year2019-12-31$117,829
Participant contributions at beginning of year2019-12-31$138,858
Participant contributions at beginning of year2019-12-31$138,858
Participant contributions at end of year2019-12-31$13,324
Participant contributions at end of year2019-12-31$13,324
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$258,818
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$258,818
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$4,187
Administrative expenses (other) incurred2019-12-31$4,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,025,385
Value of net income/loss2019-12-31$2,025,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,970,675
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,970,675
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,945,290
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,945,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,545,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,545,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,687,962
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,687,962
Interest on participant loans2019-12-31$6,293
Interest on participant loans2019-12-31$6,293
Interest earned on other investments2019-12-31$21,013
Interest earned on other investments2019-12-31$21,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,287,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,287,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,118,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,118,470
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$1,756,854
Net investment gain/loss from pooled separate accounts2019-12-31$1,756,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$164,432
Contributions received in cash from employer2019-12-31$164,432
Employer contributions (assets) at end of year2019-12-31$6,365
Employer contributions (assets) at end of year2019-12-31$6,365
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$553,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$553,017
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$13,119
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$352,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$350,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$561,184
Value of total assets at end of year2018-12-31$7,945,290
Value of total assets at beginning of year2018-12-31$8,284,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,294
Total interest from all sources2018-12-31$16,256
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$341,350
Participant contributions at end of year2018-12-31$138,858
Participant contributions at beginning of year2018-12-31$147,846
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$77,694
Administrative expenses (other) incurred2018-12-31$1,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-339,116
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,945,290
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,284,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$6,687,962
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,334,300
Interest on participant loans2018-12-31$6,164
Interest earned on other investments2018-12-31$10,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,118,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$802,260
Net investment gain/loss from pooled separate accounts2018-12-31$-564,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$142,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$350,941
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,604,932
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$451,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$431,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$485,845
Value of total assets at end of year2017-12-31$8,284,406
Value of total assets at beginning of year2017-12-31$7,131,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,810
Total interest from all sources2017-12-31$12,414
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$346,792
Participant contributions at end of year2017-12-31$147,846
Participant contributions at beginning of year2017-12-31$160,833
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,325
Administrative expenses (other) incurred2017-12-31$20,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,152,950
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,284,406
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,131,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$7,334,300
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,318,127
Interest on participant loans2017-12-31$5,470
Interest earned on other investments2017-12-31$6,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$802,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$652,496
Net investment gain/loss from pooled separate accounts2017-12-31$1,106,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$136,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$431,172
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC.

2023: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE BENEFIT PLAN OF INDIANA LEGAL SERVICES, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number14645
Policy instance 1
Insurance contract or identification number14645
Number of Individuals Covered220
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $290
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014645F
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014645F
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014645F
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014645F
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014645-F
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014645-F
Policy instance 1

Potentially related plans

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