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| Plan Name | ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST |
| Plan identification number | 505 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | ISCENTIAL, INC. |
| Employer identification number (EIN): | 422274687 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 505 | 2017-08-01 | WARREN BARHORST |
| Measure | Date | Value |
|---|---|---|
| 2017: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-08-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 23 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 0 |
| Total of all active and inactive participants | 2017-08-01 | 23 |
| Measure | Date | Value |
|---|---|---|
| 2018 : ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2018 401k financial data | ||
| Total income from all sources | 2018-07-31 | $191,740 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $147,616 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $130,220 |
| Total plan assets at end of year | 2018-07-31 | $44,124 |
| Total plan assets at beginning of year | 2018-07-31 | $0 |
| Value of fidelity bond covering the plan | 2018-07-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2018-07-31 | $17,396 |
| Net income (gross income less expenses) | 2018-07-31 | $44,124 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $44,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-07-31 | $191,740 |
| 2017: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2017 form 5500 responses | ||
|---|---|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | First time form 5500 has been submitted | Yes |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan funding arrangement – Trust | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement - Trust | Yes |
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) | |||||||||||||||
| Policy contract number | 08590 | ||||||||||||||
| Policy instance | 1 | ||||||||||||||
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