THE INDEPENDENT SAVINGS PLAN COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE INDEPENDENT SAVINGS PLAN COMPANY PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2023 : THE INDEPENDENT SAVINGS PLAN COMPANY PROFIT SHARING PLAN AND TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $372,512 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $339,929 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $339,929 |
| Total plan assets at end of year | 2023-12-31 | $2,308,892 |
| Total plan assets at beginning of year | 2023-12-31 | $2,276,309 |
| Value of fidelity bond covering the plan | 2023-12-31 | $300,000 |
| Other income received | 2023-12-31 | $372,512 |
| Net income (gross income less expenses) | 2023-12-31 | $32,583 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,308,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,276,309 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| 2022 : THE INDEPENDENT SAVINGS PLAN COMPANY PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-539,284 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,025,525 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $2,009,481 |
| Total plan assets at end of year | 2022-12-31 | $2,276,309 |
| Total plan assets at beginning of year | 2022-12-31 | $4,841,118 |
| Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $16,044 |
| Other income received | 2022-12-31 | $-539,284 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,564,809 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,276,309 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,841,118 |
| 2021 : THE INDEPENDENT SAVINGS PLAN COMPANY PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $642,568 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $93,578 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $74,091 |
| Total plan assets at end of year | 2021-12-31 | $4,841,118 |
| Total plan assets at beginning of year | 2021-12-31 | $4,292,128 |
| Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $19,487 |
| Other income received | 2021-12-31 | $642,568 |
| Net income (gross income less expenses) | 2021-12-31 | $548,990 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,841,118 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,292,128 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : THE INDEPENDENT SAVINGS PLAN COMPANY PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $643,744 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,171,295 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,154,336 |
| Total plan assets at end of year | 2020-12-31 | $4,292,128 |
| Total plan assets at beginning of year | 2020-12-31 | $4,819,679 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $16,959 |
| Other income received | 2020-12-31 | $643,744 |
| Net income (gross income less expenses) | 2020-12-31 | $-527,551 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,292,128 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,819,679 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2023: THE INDEPENDENT SAVINGS PLAN COMPANY PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: THE INDEPENDENT SAVINGS PLAN COMPANY PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE INDEPENDENT SAVINGS PLAN COMPANY PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE INDEPENDENT SAVINGS PLAN COMPANY PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
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