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I SQUARED, INC. 401(K) PLAN 401k Plan overview

Plan NameI SQUARED, INC. 401(K) PLAN
Plan identification number 001

I SQUARED, INC. 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

I SQUARED, INC. has sponsored the creation of one or more 401k plans.

Company Name:I SQUARED, INC.
Employer identification number (EIN):770443839
NAIC Classification:425120
NAIC Description:Wholesale Trade Agents and Brokers

Additional information about I SQUARED, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2003-10-17
Company Identification Number: P03000115939
Legal Registered Office Address: 1800 W. HIBISCUS BLVD., SUITE 138

MELBOURNE

32901

More information about I SQUARED, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I SQUARED, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PLAN SPONSOR2024-05-29
0012022-01-01PLAN SPONSOR2023-07-24
0012021-01-01PLAN SPONSOR2022-05-19
0012020-01-01PLAN SPONSOR2021-10-08
0012019-01-01PLAN SPONSOR2020-07-30
0012018-01-01PLAN SPONSOR2019-06-25
0012017-01-01PLAN SPONSOR2018-07-31
0012016-01-01PEGGY SCHMIDT
0012015-01-01PEGGY SCHMIDT
0012014-01-01PEGGY SCHMIDT
0012013-01-01PEGGY SCHMIDT
0012012-01-01PEGGY SCHMIDT
0012011-01-01PEGGY SCHMIDT
0012009-01-01PEGGY SCHMIDT

Financial Data on I SQUARED, INC. 401(K) PLAN

Measure Date Value
2025 : I SQUARED, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-160
Total liabilities as of the end of the plan year2025-07-160
Total liabilities as of the beginning of the plan year2025-07-160
Total expenses incurred by plan in this plan year2025-07-161715922
Net assets as of the end of the plan year2025-07-167604147
Total assets as of the beginning of the plan year2025-07-167866872
Value of plan covered by a fidelity bond2025-07-16700000
Participant contributions to plan in this plan year2025-07-16378446
Value of participant loans at end of plan year2025-07-1662778
Other expenses paid from plan in this plan year2025-07-160
Other contributions to plan in this plan year2025-07-160
Other income to plan in this plan year2025-07-16988859
Plan net income in this plan year2025-07-16-262725
Net assets as of the end of the plan year2025-07-167604147
Net assets as of the beginning of the plan year2025-07-167866872
Employer contributions to plan in this plan year2025-07-1685892
Fees paid to broker by Benefit Provider2025-07-16289
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1627208
2024 : I SQUARED, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-290
Total liabilities as of the end of the plan year2024-05-290
Total liabilities as of the beginning of the plan year2024-05-290
Total expenses incurred by plan in this plan year2024-05-29927069
Net assets as of the end of the plan year2024-05-297866872
Total assets as of the beginning of the plan year2024-05-297115820
Value of plan covered by a fidelity bond2024-05-29700000
Participant contributions to plan in this plan year2024-05-29340862
Value of participant loans at end of plan year2024-05-2922330
Other expenses paid from plan in this plan year2024-05-290
Other contributions to plan in this plan year2024-05-2935646
Other income to plan in this plan year2024-05-291244020
Plan net income in this plan year2024-05-29751052
Net assets as of the end of the plan year2024-05-297866872
Net assets as of the beginning of the plan year2024-05-297115820
Employer contributions to plan in this plan year2024-05-2957593
Fees paid to broker by Benefit Provider2024-05-29226
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2927119
2022 : I SQUARED, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-190
Total liabilities as of the end of the plan year2022-05-190
Total liabilities as of the beginning of the plan year2022-05-190
Total expenses incurred by plan in this plan year2022-05-19564508
Net assets as of the end of the plan year2022-05-198305765
Total assets as of the beginning of the plan year2022-05-197144065
Value of plan covered by a fidelity bond2022-05-19700000
Participant contributions to plan in this plan year2022-05-19262063
Value of participant loans at end of plan year2022-05-1932565
Other expenses paid from plan in this plan year2022-05-190
Other contributions to plan in this plan year2022-05-19101913
Other income to plan in this plan year2022-05-191260565
Plan net income in this plan year2022-05-191161700
Net assets as of the end of the plan year2022-05-198305765
Net assets as of the beginning of the plan year2022-05-197144065
Employer contributions to plan in this plan year2022-05-19101667
Fees paid to broker by Benefit Provider2022-05-19605
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1927702
2016 : I SQUARED, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$483,793
Expenses. Total of all expenses incurred2016-12-31$727,629
Benefits paid (including direct rollovers)2016-12-31$720,887
Total plan assets at end of year2016-12-31$4,082,967
Total plan assets at beginning of year2016-12-31$4,326,803
Value of fidelity bond covering the plan2016-12-31$450,000
Total contributions received or receivable from participants2016-12-31$205,536
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$271,791
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-243,836
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,082,967
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,326,803
Assets. Value of participant loans2016-12-31$103,297
Total contributions received or receivable from employer(s)2016-12-31$6,466
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$5,517
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,225
2015 : I SQUARED, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$161,081
Expenses. Total of all expenses incurred2015-12-31$200
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$4,326,803
Total plan assets at beginning of year2015-12-31$4,165,922
Value of fidelity bond covering the plan2015-12-31$450,000
Total contributions received or receivable from participants2015-12-31$198,619
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$28,607
Other income received2015-12-31$-71,031
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$160,881
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,326,803
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,165,922
Assets. Value of participant loans2015-12-31$91,308
Total contributions received or receivable from employer(s)2015-12-31$4,886
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$200
2014 : I SQUARED, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$432,808
Expenses. Total of all expenses incurred2014-12-31$26,090
Benefits paid (including direct rollovers)2014-12-31$25,622
Total plan assets at end of year2014-12-31$4,165,922
Total plan assets at beginning of year2014-12-31$3,759,204
Value of fidelity bond covering the plan2014-12-31$450,000
Total contributions received or receivable from participants2014-12-31$200,447
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$228,055
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$406,718
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,165,922
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,759,204
Assets. Value of participant loans2014-12-31$100,485
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$4,306
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$468
2013 : I SQUARED, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,159,680
Expenses. Total of all expenses incurred2013-12-31$850,114
Benefits paid (including direct rollovers)2013-12-31$849,739
Total plan assets at end of year2013-12-31$3,759,204
Total plan assets at beginning of year2013-12-31$3,449,638
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$260,203
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$890,743
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$309,566
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,759,204
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,449,638
Assets. Value of participant loans2013-12-31$66,883
Total contributions received or receivable from employer(s)2013-12-31$8,734
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$375
2012 : I SQUARED, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$603,366
Expenses. Total of all expenses incurred2012-12-31$140,474
Benefits paid (including direct rollovers)2012-12-31$140,374
Total plan assets at end of year2012-12-31$3,449,638
Total plan assets at beginning of year2012-12-31$2,986,746
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$224,045
Other income received2012-12-31$371,322
Net income (gross income less expenses)2012-12-31$462,892
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,449,638
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,986,746
Assets. Value of participant loans2012-12-31$26,023
Total contributions received or receivable from employer(s)2012-12-31$7,999
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : I SQUARED, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$223,523
Expenses. Total of all expenses incurred2011-12-31$158,189
Benefits paid (including direct rollovers)2011-12-31$151,469
Total plan assets at end of year2011-12-31$2,986,746
Total plan assets at beginning of year2011-12-31$2,921,412
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$249,804
Other income received2011-12-31$-33,811
Net income (gross income less expenses)2011-12-31$65,334
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,986,746
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,921,412
Assets. Value of participant loans2011-12-31$34,770
Total contributions received or receivable from employer(s)2011-12-31$7,530
Value of certain deemed distributions of participant loans2011-12-31$6,520
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : I SQUARED, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$648,367
Expenses. Total of all expenses incurred2010-12-31$24,371
Benefits paid (including direct rollovers)2010-12-31$24,271
Total plan assets at end of year2010-12-31$2,921,412
Total plan assets at beginning of year2010-12-31$2,297,416
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$264,513
Other income received2010-12-31$377,313
Net income (gross income less expenses)2010-12-31$623,996
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,921,412
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,297,416
Assets. Value of participant loans2010-12-31$34,625
Total contributions received or receivable from employer(s)2010-12-31$6,541
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for I SQUARED, INC. 401(K) PLAN

2016: I SQUARED, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I SQUARED, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I SQUARED, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I SQUARED, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I SQUARED, INC. 401(K) 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I SQUARED, INC. 401(K) 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
2009: I SQUARED, INC. 401(K) 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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