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INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 401k Plan overview

Plan NameINDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN
Plan identification number 001

INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INDEPENDENT LIVING SOLUTIONS INC. has sponsored the creation of one or more 401k plans.

Company Name:INDEPENDENT LIVING SOLUTIONS INC.
Employer identification number (EIN):371732567
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about INDEPENDENT LIVING SOLUTIONS INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-05-16
Company Identification Number: 0801784192
Legal Registered Office Address: 10715 GULFDALE ST STE 250

SAN ANTONIO
United States of America (USA)
78216

More information about INDEPENDENT LIVING SOLUTIONS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT 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
0012018-01-01BETTINA T. MCGRIGGLER
0012017-04-01BETTINA T. MCGRIGGLER
0012016-04-01BETTINA T. MCGRIGGLER
0012015-04-01BETTINA T. MCGRIGGLER
0012014-04-01BETTINA T. MCGRIGGLER
0012013-05-17BETTINA T. MCGRIGGLER

Plan Statistics for INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN

401k plan membership statisitcs for INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN

Measure Date Value
2022: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112
Total number of active participants reported on line 7a of the Form 55002022-01-019
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-019
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0112
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0111
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0119
Total number of active participants reported on line 7a of the Form 55002018-01-0118
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0118
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0113
Total number of active participants reported on line 7a of the Form 55002017-04-0113
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0113
Number of participants with account balances2017-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0110
Total number of active participants reported on line 7a of the Form 55002016-04-0110
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0110
Number of participants with account balances2016-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-014
Total number of active participants reported on line 7a of the Form 55002015-04-016
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-016
Number of participants with account balances2015-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-011
Total number of active participants reported on line 7a of the Form 55002014-04-012
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-012
Number of participants with account balances2014-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-171
Total number of active participants reported on line 7a of the Form 55002013-05-171
Number of retired or separated participants receiving benefits2013-05-170
Number of other retired or separated participants entitled to future benefits2013-05-170
Total of all active and inactive participants2013-05-171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-170
Total participants2013-05-171
Number of participants with account balances2013-05-171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-170

Financial Data on INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN

Measure Date Value
2022 : INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-100,000
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$650,000
Total plan assets at beginning of year2022-12-31$750,000
Value of fidelity bond covering the plan2022-12-31$1,000,000
Other income received2022-12-31$-100,000
Net income (gross income less expenses)2022-12-31$-100,000
Net plan assets at end of year (total assets less liabilities)2022-12-31$650,000
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$750,000
Assets. Value of employer securities2022-12-31$650,000
2021 : INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$84,632
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$750,000
Total plan assets at beginning of year2021-12-31$665,368
Value of fidelity bond covering the plan2021-12-31$1,000,000
Other income received2021-12-31$84,632
Net income (gross income less expenses)2021-12-31$84,632
Net plan assets at end of year (total assets less liabilities)2021-12-31$750,000
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$665,368
Assets. Value of employer securities2021-12-31$750,000
2020 : INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$113,399
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$665,368
Total plan assets at beginning of year2020-12-31$551,969
Value of fidelity bond covering the plan2020-12-31$1,000,000
Other income received2020-12-31$113,399
Net income (gross income less expenses)2020-12-31$113,399
Net plan assets at end of year (total assets less liabilities)2020-12-31$665,368
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$551,969
Assets. Value of employer securities2020-12-31$665,368
2019 : INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$51,969
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$551,969
Total plan assets at beginning of year2019-12-31$500,000
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$51,969
Net income (gross income less expenses)2019-12-31$51,969
Net plan assets at end of year (total assets less liabilities)2019-12-31$551,969
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$500,000
Assets. Value of employer securities2019-12-31$551,969
2018 : INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$32,436
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$500,000
Total plan assets at beginning of year2018-12-31$467,564
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$32,436
Net income (gross income less expenses)2018-12-31$32,436
Net plan assets at end of year (total assets less liabilities)2018-12-31$500,000
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$467,564
Assets. Value of employer securities2018-12-31$500,000
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$31,788
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$467,564
Total plan assets at beginning of year2017-12-31$435,776
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$31,788
Net income (gross income less expenses)2017-12-31$31,788
Net plan assets at end of year (total assets less liabilities)2017-12-31$467,564
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$435,776
Assets. Value of employer securities2017-12-31$467,564
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total income from all sources2017-03-31$-5,385
Expenses. Total of all expenses incurred2017-03-31$0
Benefits paid (including direct rollovers)2017-03-31$0
Total plan assets at end of year2017-03-31$435,776
Total plan assets at beginning of year2017-03-31$441,161
Value of fidelity bond covering the plan2017-03-31$1,000,000
Total contributions received or receivable from participants2017-03-31$0
Contributions received from other sources (not participants or employers)2017-03-31$0
Other income received2017-03-31$-5,385
Net income (gross income less expenses)2017-03-31$-5,385
Net plan assets at end of year (total assets less liabilities)2017-03-31$435,776
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$441,161
Assets. Value of employer securities2017-03-31$435,776
Total contributions received or receivable from employer(s)2017-03-31$0
Value of certain deemed distributions of participant loans2017-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$0
2016 : INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-03-31$91,161
Expenses. Total of all expenses incurred2016-03-31$0
Benefits paid (including direct rollovers)2016-03-31$0
Total plan assets at end of year2016-03-31$441,161
Total plan assets at beginning of year2016-03-31$350,000
Value of fidelity bond covering the plan2016-03-31$1,000,000
Total contributions received or receivable from participants2016-03-31$0
Contributions received from other sources (not participants or employers)2016-03-31$0
Other income received2016-03-31$91,161
Net income (gross income less expenses)2016-03-31$91,161
Net plan assets at end of year (total assets less liabilities)2016-03-31$441,161
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$350,000
Assets. Value of employer securities2016-03-31$441,161
Total contributions received or receivable from employer(s)2016-03-31$0
Value of certain deemed distributions of participant loans2016-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$0
2015 : INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-03-31$100,000
Expenses. Total of all expenses incurred2015-03-31$0
Benefits paid (including direct rollovers)2015-03-31$0
Total plan assets at end of year2015-03-31$350,000
Total plan assets at beginning of year2015-03-31$250,000
Value of fidelity bond covering the plan2015-03-31$1,000,000
Total contributions received or receivable from participants2015-03-31$0
Contributions received from other sources (not participants or employers)2015-03-31$0
Other income received2015-03-31$100,000
Net income (gross income less expenses)2015-03-31$100,000
Net plan assets at end of year (total assets less liabilities)2015-03-31$350,000
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$250,000
Assets. Value of employer securities2015-03-31$350,000
Total contributions received or receivable from employer(s)2015-03-31$0
Value of certain deemed distributions of participant loans2015-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$0
2014 : INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-03-31$250,015
Expenses. Total of all expenses incurred2014-03-31$15
Benefits paid (including direct rollovers)2014-03-31$0
Total plan assets at end of year2014-03-31$250,000
Total contributions received or receivable from participants2014-03-31$0
Contributions received from other sources (not participants or employers)2014-03-31$300,000
Other income received2014-03-31$-49,985
Net income (gross income less expenses)2014-03-31$250,000
Net plan assets at end of year (total assets less liabilities)2014-03-31$250,000
Assets. Value of employer securities2014-03-31$250,000
Total contributions received or receivable from employer(s)2014-03-31$0
Value of certain deemed distributions of participant loans2014-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$15

Form 5500 Responses for INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN

2022: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT 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: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: INDEPENDENT LIVING SOLUTIONS INC. RETIREMENT PLAN 2013 form 5500 responses
2013-05-17Type of plan entitySingle employer plan
2013-05-17First time form 5500 has been submittedYes
2013-05-17This return/report is a short plan year return/report (less than 12 months)Yes
2013-05-17Plan funding arrangement – TrustYes
2013-05-17Plan benefit arrangement - TrustYes

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