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THE INLAND GROUP, INC. SAVINGS PLAN 401k Plan overview

Plan NameTHE INLAND GROUP, INC. SAVINGS PLAN
Plan identification number 001

THE INLAND GROUP, INC. SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE INLAND GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE INLAND GROUP, LLC
Employer identification number (EIN):363189393
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Additional information about THE INLAND GROUP, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0941634

More information about THE INLAND GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INLAND GROUP, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NORA O'CONNOR
0012016-01-01NORA O'CONNOR
0012015-01-01NORA O'CONNOR
0012014-01-01NORA O'CONNOR NORA O'CONNOR2015-09-15
0012013-01-01NORA O'CONNOR NORA O'CONNOR2014-10-10
0012012-01-01NORA O'CONNOR ALAN F KREMIN2013-07-31
0012011-01-01NORA O'CONNOR ALAN F. KREMIN,CFO2012-07-25
0012010-01-01NORA O'CONNOR ALAN F KREMIN2011-07-29
0012009-01-01NORA O'CONNOR ALAN F KREMIN2010-10-08

Plan Statistics for THE INLAND GROUP, INC. SAVINGS PLAN

401k plan membership statisitcs for THE INLAND GROUP, INC. SAVINGS PLAN

Measure Date Value
2022: THE INLAND GROUP, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,120
Total number of active participants reported on line 7a of the Form 55002022-01-01872
Number of retired or separated participants receiving benefits2022-01-0132
Number of other retired or separated participants entitled to future benefits2022-01-01187
Total of all active and inactive participants2022-01-011,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,091
Number of participants with account balances2022-01-011,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01233
2021: THE INLAND GROUP, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,061
Total number of active participants reported on line 7a of the Form 55002021-01-01758
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-01318
Total of all active and inactive participants2021-01-011,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,098
Number of participants with account balances2021-01-011,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01135
2020: THE INLAND GROUP, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,077
Total number of active participants reported on line 7a of the Form 55002020-01-01815
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-01204
Total of all active and inactive participants2020-01-011,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-011,049
Number of participants with account balances2020-01-011,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0158
2019: THE INLAND GROUP, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,371
Total number of active participants reported on line 7a of the Form 55002019-01-01825
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-01219
Total of all active and inactive participants2019-01-011,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-011,067
Number of participants with account balances2019-01-011,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01279
2018: THE INLAND GROUP, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,434
Total number of active participants reported on line 7a of the Form 55002018-01-011,132
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01217
Total of all active and inactive participants2018-01-011,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-011,371
Number of participants with account balances2018-01-011,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01175
2017: THE INLAND GROUP, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,155
Total number of active participants reported on line 7a of the Form 55002017-01-01776
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-01338
Total of all active and inactive participants2017-01-011,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-011,131
Number of participants with account balances2017-01-011,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01122
2016: THE INLAND GROUP, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,287
Total number of active participants reported on line 7a of the Form 55002016-01-01731
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01400
Total of all active and inactive participants2016-01-011,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-011,143
Number of participants with account balances2016-01-011,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01102
2015: THE INLAND GROUP, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,754
Total number of active participants reported on line 7a of the Form 55002015-01-01618
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01643
Total of all active and inactive participants2015-01-011,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,269
Number of participants with account balances2015-01-011,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0190
2014: THE INLAND GROUP, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,692
Total number of active participants reported on line 7a of the Form 55002014-01-01909
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01840
Total of all active and inactive participants2014-01-011,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,749
Number of participants with account balances2014-01-011,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: THE INLAND GROUP, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,560
Total number of active participants reported on line 7a of the Form 55002013-01-01922
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01741
Total of all active and inactive participants2013-01-011,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,663
Number of participants with account balances2013-01-011,581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: THE INLAND GROUP, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,394
Total number of active participants reported on line 7a of the Form 55002012-01-011,026
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01506
Total of all active and inactive participants2012-01-011,532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,532
Number of participants with account balances2012-01-011,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0150
2011: THE INLAND GROUP, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,324
Total number of active participants reported on line 7a of the Form 55002011-01-011,243
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01143
Total of all active and inactive participants2011-01-011,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,386
Number of participants with account balances2011-01-011,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01134
2010: THE INLAND GROUP, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,099
Total number of active participants reported on line 7a of the Form 55002010-01-011,172
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01152
Total of all active and inactive participants2010-01-011,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,324
Number of participants with account balances2010-01-011,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0158
2009: THE INLAND GROUP, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,016
Total number of active participants reported on line 7a of the Form 55002009-01-01958
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01124
Total of all active and inactive participants2009-01-011,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,082
Number of participants with account balances2009-01-011,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01144

Financial Data on THE INLAND GROUP, INC. SAVINGS PLAN

Measure Date Value
2022 : THE INLAND GROUP, INC. SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,953,684
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,451,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,269,493
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,935,614
Value of total assets at end of year2022-12-31$79,353,987
Value of total assets at beginning of year2022-12-31$92,759,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$182,048
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$28,901
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,297,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,297,216
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$14,315
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$5,747,860
Participant contributions at end of year2022-12-31$640,131
Participant contributions at beginning of year2022-12-31$608,323
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$600,475
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-13,405,225
Value of net assets at end of year (total assets less liabilities)2022-12-31$79,353,987
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$92,759,212
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$108,220
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$70,139,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$83,125,395
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$28,901
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$8,574,540
Value of interest in common/collective trusts at beginning of year2022-12-31$9,025,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,215,415
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,587,279
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,269,493
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$59,513
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
2021 : THE INLAND GROUP, INC. SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$45,357
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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$18,853,498
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,085,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,908,214
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,723,507
Value of total assets at end of year2021-12-31$92,759,212
Value of total assets at beginning of year2021-12-31$81,036,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$177,712
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$26,833
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,276,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,276,405
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$24,482
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$5,295,472
Participant contributions at end of year2021-12-31$608,323
Participant contributions at beginning of year2021-12-31$511,442
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$689,170
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$17,565
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$11,767,572
Value of net assets at end of year (total assets less liabilities)2021-12-31$92,759,212
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$81,036,997
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$135,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$83,125,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$70,397,740
Value of interest in pooled separate accounts at end of year2021-12-31$9,025,494
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$26,833
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,127,815
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,644,722
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$182,031
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,738,865
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,908,214
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE INLAND GROUP, INC. SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$17,299,869
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,923,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,794,609
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,616,325
Value of total assets at end of year2020-12-31$81,036,997
Value of total assets at beginning of year2020-12-31$73,661,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$129,301
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$78,534
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,544,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,544,718
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$13,200
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$5,026,581
Participant contributions at end of year2020-12-31$511,442
Participant contributions at beginning of year2020-12-31$693,955
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$296,292
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$913
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$61,214
Administrative expenses (other) incurred2020-12-31$62,707
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$32,465
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$7,375,959
Value of net assets at end of year (total assets less liabilities)2020-12-31$81,036,997
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$73,661,038
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$53,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$70,397,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,913,161
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$34,115
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$44,169
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$384,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$384,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$250
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,127,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,636,371
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,804,786
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$194,292
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,293,452
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,794,609
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : THE INLAND GROUP, INC. SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$18,775,663
Total of all expenses incurred2019-12-31$4,701,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,516,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,359,574
Value of total assets at end of year2019-12-31$73,661,038
Value of total assets at beginning of year2019-12-31$59,587,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$185,545
Total interest from all sources2019-12-31$316,748
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$841,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$841,695
Administrative expenses professional fees incurred2019-12-31$13,300
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,713,399
Participant contributions at end of year2019-12-31$693,955
Participant contributions at beginning of year2019-12-31$761,394
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$322,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$913
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$649
Administrative expenses (other) incurred2019-12-31$120,645
Total non interest bearing cash at end of year2019-12-31$32,465
Total non interest bearing cash at beginning of year2019-12-31$121,271
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$14,074,013
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,661,038
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,587,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$51,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,913,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$46,029,795
Interest on participant loans2019-12-31$39,711
Interest earned on other investments2019-12-31$275,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$384,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$317,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$317,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,636,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,356,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,257,646
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,324,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,516,105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
2018 : THE INLAND GROUP, INC. SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,758,956
Total of all expenses incurred2018-12-31$4,421,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,285,089
Expenses. Certain deemed distributions of participant loans2018-12-31$2,690
Value of total corrective distributions2018-12-31$816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,370,711
Value of total assets at end of year2018-12-31$59,587,025
Value of total assets at beginning of year2018-12-31$60,249,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$132,721
Total interest from all sources2018-12-31$245,006
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$743,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$743,782
Administrative expenses professional fees incurred2018-12-31$10,400
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,216,679
Participant contributions at end of year2018-12-31$761,394
Participant contributions at beginning of year2018-12-31$722,162
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,264,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$345
Administrative expenses (other) incurred2018-12-31$79,321
Total non interest bearing cash at end of year2018-12-31$121,271
Total non interest bearing cash at beginning of year2018-12-31$89,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-662,360
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,587,025
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,249,385
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
Investment advisory and management fees2018-12-31$43,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$46,029,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,873,434
Interest on participant loans2018-12-31$35,738
Interest earned on other investments2018-12-31$208,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$317,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$371,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$371,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,356,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,191,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,600,543
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$889,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,285,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : THE INLAND GROUP, INC. SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$14,357,800
Total of all expenses incurred2017-12-31$5,098,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,956,532
Expenses. Certain deemed distributions of participant loans2017-12-31$4,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,050,232
Value of total assets at end of year2017-12-31$60,249,385
Value of total assets at beginning of year2017-12-31$50,990,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$137,967
Total interest from all sources2017-12-31$201,205
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$590,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$590,742
Administrative expenses professional fees incurred2017-12-31$10,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$3,806,901
Participant contributions at end of year2017-12-31$722,162
Participant contributions at beginning of year2017-12-31$524,288
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,359,820
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$246
Administrative expenses (other) incurred2017-12-31$93,567
Total non interest bearing cash at end of year2017-12-31$89,739
Total non interest bearing cash at beginning of year2017-12-31$61,240
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$9,259,252
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,249,385
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$50,990,133
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
Investment advisory and management fees2017-12-31$34,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$48,873,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,246,993
Interest on participant loans2017-12-31$28,391
Interest earned on other investments2017-12-31$172,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$371,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$257,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$257,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,191,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,900,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,515,621
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$883,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,956,532
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : THE INLAND GROUP, INC. SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$8,069,662
Total of all expenses incurred2016-12-31$5,300,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,162,743
Value of total corrective distributions2016-12-31$661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,679,861
Value of total assets at end of year2016-12-31$50,990,133
Value of total assets at beginning of year2016-12-31$48,221,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$137,224
Total interest from all sources2016-12-31$184,441
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$475,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$475,098
Administrative expenses professional fees incurred2016-12-31$12,100
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,618,149
Participant contributions at end of year2016-12-31$524,288
Participant contributions at beginning of year2016-12-31$460,690
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$300,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$167
Administrative expenses (other) incurred2016-12-31$99,324
Total non interest bearing cash at end of year2016-12-31$61,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,769,034
Value of net assets at end of year (total assets less liabilities)2016-12-31$50,990,133
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,221,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,246,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,240,354
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$21,731
Interest earned on other investments2016-12-31$162,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$257,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$146,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$146,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,900,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,373,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,730,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$760,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,162,743
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD LLP
Accountancy firm EIN2016-12-31440160260
2015 : THE INLAND GROUP, INC. SAVINGS PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$15,738,789
Total income from all sources (including contributions)2015-12-31$6,293,246
Total of all expenses incurred2015-12-31$5,131,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,971,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,129,018
Value of total assets at end of year2015-12-31$48,221,099
Value of total assets at beginning of year2015-12-31$62,798,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$159,728
Total interest from all sources2015-12-31$199,348
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$616,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$616,405
Administrative expenses professional fees incurred2015-12-31$9,920
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,881,846
Participant contributions at end of year2015-12-31$460,690
Participant contributions at beginning of year2015-12-31$656,767
Participant contributions at beginning of year2015-12-31$482
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$269,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$167
Administrative expenses (other) incurred2015-12-31$132,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,161,552
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,221,099
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,798,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$17,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$37,240,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,716,971
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$18,614,145
Interest on participant loans2015-12-31$21,732
Interest earned on other investments2015-12-31$177,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$146,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,373,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,809,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-429,223
Net investment gain/loss from pooled separate accounts2015-12-31$777,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$977,467
Employer contributions (assets) at beginning of year2015-12-31$153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,971,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
2014 : THE INLAND GROUP, INC. SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,751,078
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,438,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,370,540
Expenses. Certain deemed distributions of participant loans2014-12-31$564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,511,243
Value of total assets at end of year2014-12-31$62,798,336
Value of total assets at beginning of year2014-12-31$56,485,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$67,177
Total interest from all sources2014-12-31$294,517
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$471,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$471,558
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,861,226
Participant contributions at end of year2014-12-31$656,767
Participant contributions at beginning of year2014-12-31$602,746
Participant contributions at end of year2014-12-31$482
Participant contributions at beginning of year2014-12-31$296
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$662,698
Other income not declared elsewhere2014-12-31$64,133
Administrative expenses (other) incurred2014-12-31$67,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,312,797
Value of net assets at end of year (total assets less liabilities)2014-12-31$62,798,336
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$56,485,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,716,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,762,461
Value of interest in pooled separate accounts at end of year2014-12-31$18,614,145
Value of interest in pooled separate accounts at beginning of year2014-12-31$23,855,547
Interest on participant loans2014-12-31$27,488
Interest earned on other investments2014-12-31$267,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,809,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,264,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,475,958
Net investment gain/loss from pooled separate accounts2014-12-31$933,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$987,319
Employer contributions (assets) at end of year2014-12-31$153
Employer contributions (assets) at beginning of year2014-12-31$73
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,370,540
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
2013 : THE INLAND GROUP, INC. SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$15,446,271
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,940,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,872,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,010,330
Value of total assets at end of year2013-12-31$56,485,539
Value of total assets at beginning of year2013-12-31$46,979,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$67,802
Total interest from all sources2013-12-31$324,798
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$266,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$266,484
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,403,510
Participant contributions at end of year2013-12-31$602,746
Participant contributions at beginning of year2013-12-31$616,657
Participant contributions at end of year2013-12-31$296
Participant contributions at beginning of year2013-12-31$104,536
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$699,296
Other income not declared elsewhere2013-12-31$56,013
Administrative expenses (other) incurred2013-12-31$67,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,505,559
Value of net assets at end of year (total assets less liabilities)2013-12-31$56,485,539
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$46,979,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,762,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,880,593
Value of interest in pooled separate accounts at end of year2013-12-31$23,855,547
Value of interest in pooled separate accounts at beginning of year2013-12-31$18,105,611
Interest on participant loans2013-12-31$27,816
Interest earned on other investments2013-12-31$296,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,264,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,259,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,256,171
Net investment gain/loss from pooled separate accounts2013-12-31$5,532,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$907,524
Employer contributions (assets) at end of year2013-12-31$73
Employer contributions (assets) at beginning of year2013-12-31$13,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,872,910
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WOLF & COMPANY LLP
Accountancy firm EIN2013-12-31362985665
2012 : THE INLAND GROUP, INC. SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$6,073,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,994,817
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,936,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,833,810
Expenses. Certain deemed distributions of participant loans2012-12-31$-149
Value of total corrective distributions2012-12-31$24,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,637,097
Value of total assets at end of year2012-12-31$46,979,980
Value of total assets at beginning of year2012-12-31$44,995,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$78,922
Total interest from all sources2012-12-31$384,516
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$295,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$295,867
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,938,991
Participant contributions at end of year2012-12-31$616,657
Participant contributions at beginning of year2012-12-31$740,277
Participant contributions at end of year2012-12-31$104,536
Participant contributions at beginning of year2012-12-31$119,876
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$647,223
Other income not declared elsewhere2012-12-31$54,185
Administrative expenses (other) incurred2012-12-31$78,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,058,069
Value of net assets at end of year (total assets less liabilities)2012-12-31$46,979,980
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,995,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,880,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$18,105,611
Value of interest in pooled separate accounts at beginning of year2012-12-31$30,840,251
Interest on participant loans2012-12-31$33,233
Interest earned on other investments2012-12-31$351,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,259,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,282,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,170,553
Net investment gain/loss from pooled separate accounts2012-12-31$3,452,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,050,883
Employer contributions (assets) at end of year2012-12-31$13,004
Employer contributions (assets) at beginning of year2012-12-31$12,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,833,810
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WOLF & COMPANY
Accountancy firm EIN2012-12-31362985665
2011 : THE INLAND GROUP, INC. SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$133,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,660,770
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,116,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,063,510
Value of total corrective distributions2011-12-31$13,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,010,576
Value of total assets at end of year2011-12-31$44,995,062
Value of total assets at beginning of year2011-12-31$42,318,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,779
Total interest from all sources2011-12-31$395,908
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,349,587
Participant contributions at end of year2011-12-31$740,277
Participant contributions at beginning of year2011-12-31$730,255
Participant contributions at end of year2011-12-31$119,876
Participant contributions at beginning of year2011-12-31$12,370
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$119,468
Other income not declared elsewhere2011-12-31$3,134
Administrative expenses (other) incurred2011-12-31$39,779
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,543,788
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,995,062
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,318,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$30,840,251
Value of interest in pooled separate accounts at beginning of year2011-12-31$29,544,313
Interest on participant loans2011-12-31$33,715
Interest earned on other investments2011-12-31$362,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,282,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,031,218
Net investment gain/loss from pooled separate accounts2011-12-31$-748,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$541,521
Employer contributions (assets) at end of year2011-12-31$12,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,063,510
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WOLF & COMPANY LLC
Accountancy firm EIN2011-12-31362985665
2010 : THE INLAND GROUP, INC. SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$3,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,751,391
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,312,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,269,399
Expenses. Certain deemed distributions of participant loans2010-12-31$4,073
Value of total corrective distributions2010-12-31$17,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,245,713
Value of total assets at end of year2010-12-31$42,318,170
Value of total assets at beginning of year2010-12-31$35,883,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,479
Total interest from all sources2010-12-31$394,080
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,938,279
Participant contributions at end of year2010-12-31$730,255
Participant contributions at beginning of year2010-12-31$655,216
Participant contributions at end of year2010-12-31$12,370
Participant contributions at beginning of year2010-12-31$88,692
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$307,434
Other income not declared elsewhere2010-12-31$-6,054
Administrative expenses (other) incurred2010-12-31$22,479
Total non interest bearing cash at end of year2010-12-31$14
Total non interest bearing cash at beginning of year2010-12-31$217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,438,393
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,318,170
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,883,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$29,544,313
Value of interest in pooled separate accounts at beginning of year2010-12-31$23,943,966
Interest on participant loans2010-12-31$37,557
Interest earned on other investments2010-12-31$356,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,031,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,190,138
Net investment gain/loss from pooled separate accounts2010-12-31$4,117,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$5,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,269,399
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WOLF & COMPANY, LLP
Accountancy firm EIN2010-12-31362985665
2009 : THE INLAND GROUP, INC. SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE INLAND GROUP, INC. SAVINGS PLAN

2022: THE INLAND GROUP, INC. SAVINGS PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE INLAND GROUP, INC. SAVINGS PLAN 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE INLAND GROUP, INC. SAVINGS PLAN 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE INLAND GROUP, INC. SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE INLAND GROUP, INC. SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: THE INLAND GROUP, INC. SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE INLAND GROUP, INC. SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE INLAND GROUP, INC. SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE INLAND GROUP, INC. SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE INLAND GROUP, INC. SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE INLAND GROUP, INC. SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE INLAND GROUP, INC. SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE INLAND GROUP, INC. SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE INLAND GROUP, INC. SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31664
Policy instance 1
Insurance contract or identification numberGA31664
Number of Individuals Covered501
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62958
Policy instance 1
Insurance contract or identification numberQK62958
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-04-28
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 Administration0
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberQK62958
Policy instance 1
Insurance contract or identification numberQK62958
Number of Individuals Covered1023
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberQK62958
Policy instance 1
Insurance contract or identification numberQK62958
Number of Individuals Covered1093
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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