INNOVATIVE MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INNOVATIVE MANAGEMENT 401(K) PLAN
Measure | Date | Value |
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2015: INNOVATIVE MANAGEMENT 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: INNOVATIVE MANAGEMENT 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 35 |
Total of all active and inactive participants | 2014-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 36 |
Number of participants with account balances | 2014-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: INNOVATIVE MANAGEMENT 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 49 |
Total of all active and inactive participants | 2013-01-01 | 62 |
Total participants | 2013-01-01 | 62 |
Number of participants with account balances | 2013-01-01 | 62 |
2012: INNOVATIVE MANAGEMENT 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 58 |
Total of all active and inactive participants | 2012-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 86 |
Number of participants with account balances | 2012-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: INNOVATIVE MANAGEMENT 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 73 |
Total of all active and inactive participants | 2011-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 92 |
Number of participants with account balances | 2011-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: INNOVATIVE MANAGEMENT 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 130 |
Total of all active and inactive participants | 2010-01-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 146 |
Number of participants with account balances | 2010-01-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: INNOVATIVE MANAGEMENT 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 125 |
Total of all active and inactive participants | 2009-01-01 | 163 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 163 |
Number of participants with account balances | 2009-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : INNOVATIVE MANAGEMENT 401(K) PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-18 | $0 |
Total plan liabilities at end of year | 2015-12-18 | $0 |
Total plan liabilities at beginning of year | 2015-12-18 | $0 |
Total income from all sources | 2015-12-18 | $5,901 |
Expenses. Total of all expenses incurred | 2015-12-18 | $377,426 |
Benefits paid (including direct rollovers) | 2015-12-18 | $374,962 |
Total plan assets at end of year | 2015-12-18 | $0 |
Total plan assets at beginning of year | 2015-12-18 | $371,525 |
Value of fidelity bond covering the plan | 2015-12-18 | $100,000 |
Total contributions received or receivable from participants | 2015-12-18 | $1,165 |
Expenses. Other expenses not covered elsewhere | 2015-12-18 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-18 | $0 |
Other income received | 2015-12-18 | $4,625 |
Noncash contributions received | 2015-12-18 | $0 |
Net income (gross income less expenses) | 2015-12-18 | $-371,525 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-18 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-18 | $371,525 |
Total contributions received or receivable from employer(s) | 2015-12-18 | $111 |
Value of certain deemed distributions of participant loans | 2015-12-18 | $0 |
Value of corrective distributions | 2015-12-18 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-18 | $2,464 |
2014 : INNOVATIVE MANAGEMENT 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $36,177 |
Expenses. Total of all expenses incurred | 2014-12-31 | $224,713 |
Benefits paid (including direct rollovers) | 2014-12-31 | $221,641 |
Total plan assets at end of year | 2014-12-31 | $371,525 |
Total plan assets at beginning of year | 2014-12-31 | $560,061 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $6,161 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $26,564 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-188,536 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $371,525 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $560,061 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $3,452 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,072 |
2013 : INNOVATIVE MANAGEMENT 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $152,903 |
Expenses. Total of all expenses incurred | 2013-12-31 | $51,047 |
Benefits paid (including direct rollovers) | 2013-12-31 | $48,002 |
Total plan assets at end of year | 2013-12-31 | $560,061 |
Total plan assets at beginning of year | 2013-12-31 | $458,205 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $28,638 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $109,480 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $101,856 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $560,061 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $458,205 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $14,785 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,045 |
2012 : INNOVATIVE MANAGEMENT 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $140,294 |
Expenses. Total of all expenses incurred | 2012-12-31 | $178,685 |
Benefits paid (including direct rollovers) | 2012-12-31 | $174,733 |
Total plan assets at end of year | 2012-12-31 | $458,205 |
Total plan assets at beginning of year | 2012-12-31 | $496,596 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $58,237 |
Other income received | 2012-12-31 | $61,006 |
Net income (gross income less expenses) | 2012-12-31 | $-38,391 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $458,205 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $496,596 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $21,051 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,952 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : INNOVATIVE MANAGEMENT 401(K) PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $99,155 |
Total of all expenses incurred | 2011-12-31 | $194,502 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $187,517 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $104,573 |
Value of total assets at end of year | 2011-12-31 | $496,596 |
Value of total assets at beginning of year | 2011-12-31 | $591,943 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,985 |
Total interest from all sources | 2011-12-31 | $7 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $14,301 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $14,301 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $76,436 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,150 |
Administrative expenses (other) incurred | 2011-12-31 | $6,985 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-95,347 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $496,596 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $591,943 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $431,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $514,467 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $64,796 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $77,476 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $77,476 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $7 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-19,726 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $26,987 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $187,517 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MARK LACKIE, PC |
Accountancy firm EIN | 2011-12-31 | 208545285 |
2010 : INNOVATIVE MANAGEMENT 401(K) PLAN 2010 401k financial data |
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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 | $208,359 |
Total of all expenses incurred | 2010-12-31 | $104,646 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $97,611 |
Value of total corrective distributions | 2010-12-31 | $495 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $139,804 |
Value of total assets at end of year | 2010-12-31 | $591,943 |
Value of total assets at beginning of year | 2010-12-31 | $488,230 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,540 |
Total interest from all sources | 2010-12-31 | $16 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $8,621 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $8,621 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $105,714 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,665 |
Administrative expenses (other) incurred | 2010-12-31 | $6,540 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $103,713 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $591,943 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $488,230 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $514,467 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $391,806 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $77,476 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $96,424 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $96,424 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $16 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $59,918 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $32,425 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $97,611 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MARK LACKIE PC |
Accountancy firm EIN | 2010-12-31 | 208545285 |
2009 : INNOVATIVE MANAGEMENT 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |