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INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameINSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN
Plan identification number 001

INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.

401k Sponsoring company profile

INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN
Employer identification number (EIN):411270974
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PATRICK WEIR2023-06-07
0012021-01-01HEIDI SOLBERG2022-07-13 HEIDI SOLBERG2022-07-13
0012020-01-01HEIDI SOLBERG2021-06-24 HEIDI SOLBERG2021-06-24
0012019-01-01HEIDI SOLBERG2020-05-26 HEIDI SOLBERG2020-05-26
0012018-01-01HEIDI SOLBERG2019-06-25 HEIDI SOLBERG2019-06-25
0012017-01-01HEIDI SOLBERG2018-04-24 HEIDI SOLBERG2018-04-24
0012016-01-01HEIDI SOLBERG2017-06-01 HEIDI SOLBERG2017-06-01
0012015-01-01MICHELLE JOHNSON2016-06-14 MICHELLE JOHSNON2016-06-14
0012014-01-01MICHELLE JOHNSON2015-07-14 MICHELLE JOHSNON2015-07-14
0012013-01-01MICHELLE JOHNSON2014-06-17 MICHELLE JOHNSON2014-06-17
0012012-01-01MICHELLE JOHNSON
0012011-01-01NANCY TIMM
0012010-01-01NANCY TIMM
0012009-01-01NANCY TIMM

Plan Statistics for INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN

Measure Date Value
2012: INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0169
Total number of active participants reported on line 7a of the Form 55002012-01-0151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0167
Number of participants with account balances2012-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0192
Total number of active participants reported on line 7a of the Form 55002011-01-0149
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0169
Number of participants with account balances2011-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0182
Total number of active participants reported on line 7a of the Form 55002010-01-0149
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0192
Number of participants with account balances2010-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0193
Total number of active participants reported on line 7a of the Form 55002009-01-0156
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0182
Number of participants with account balances2009-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN

Measure Date Value
2012 : INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$574,882
Expenses. Total of all expenses incurred2012-12-31$317,324
Benefits paid (including direct rollovers)2012-12-31$316,757
Total plan assets at end of year2012-12-31$2,737,740
Total plan assets at beginning of year2012-12-31$2,480,182
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$185,368
Other income received2012-12-31$338,729
Net income (gross income less expenses)2012-12-31$257,558
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,737,740
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,480,182
Assets. Value of participant loans2012-12-31$39,511
Total contributions received or receivable from employer(s)2012-12-31$50,785
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$567
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$214,421
Expenses. Total of all expenses incurred2011-12-31$680,040
Benefits paid (including direct rollovers)2011-12-31$679,806
Total plan assets at end of year2011-12-31$2,480,182
Total plan assets at beginning of year2011-12-31$2,945,801
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$170,779
Other income received2011-12-31$-4,061
Net income (gross income less expenses)2011-12-31$-465,619
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,480,182
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,945,801
Assets. Value of participant loans2011-12-31$15,674
Total contributions received or receivable from employer(s)2011-12-31$47,703
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$234
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$631,268
Expenses. Total of all expenses incurred2010-12-31$63,624
Benefits paid (including direct rollovers)2010-12-31$63,230
Total plan assets at end of year2010-12-31$2,945,801
Total plan assets at beginning of year2010-12-31$2,378,157
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$172,443
Contributions received from other sources (not participants or employers)2010-12-31$16,709
Other income received2010-12-31$393,724
Net income (gross income less expenses)2010-12-31$567,644
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,945,801
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,378,157
Assets. Value of participant loans2010-12-31$17,636
Total contributions received or receivable from employer(s)2010-12-31$48,392
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$394
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT 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 INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN

2012: INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INSTITUTE FOR ENVIRONMENTAL ASSESSMENT RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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