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INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 401k Plan overview

Plan NameINSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN
Plan identification number 002

INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 FAMILY DEVELOPMENT has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR FAMILY DEVELOPMENT
Employer identification number (EIN):911158512
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about INSTITUTE FOR FAMILY DEVELOPMENT

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1982-01-04
Company Identification Number: 600424922
Legal Registered Office Address: 34004 16TH AVE S STE 200

FEDERAL WAY
United States of America (USA)
980038951

More information about INSTITUTE FOR FAMILY DEVELOPMENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01CRISTEN HAMILTON2023-10-16 CRISTEN HAMILTON2023-10-16
0022021-01-01CHARLOTTE BOOTH2022-09-12 CHARLOTTE BOOTH2022-09-12
0022020-01-01CHARLOTTE BOOTH2021-10-07 CHARLOTTE BOOTH2021-10-07
0022019-01-01CHARLOTTE BOOTH2020-09-04 CHARLOTTE BOOTH2020-09-04
0022018-01-01CHARLOTTE BOOTH2019-08-30 CHARLOTTE BOOTH2019-08-30
0022017-01-01
0022016-01-01DALE HEKTNER DALE HEKTNER2017-10-16
0022015-01-01DALE HEKTNER DALE HEKTNER2016-10-17
0022014-01-01DALE HEKTNER DALE HEKTNER2015-10-05
0022013-01-01DALE HEKTNER DALE HEKTNER2014-10-14
0022012-01-01DALE HEKTNER DALE HEKTNER2013-10-15
0022011-01-01CHARLES DYER CHARLES DYER2012-10-15
0022010-07-01CHARLES DYER CHARLES DYER2011-10-13

Plan Statistics for INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN

401k plan membership statisitcs for INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN

Measure Date Value
2022: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01202
Total number of active participants reported on line 7a of the Form 55002022-01-01116
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0172
Total of all active and inactive participants2022-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01196
Number of participants with account balances2022-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01198
Total number of active participants reported on line 7a of the Form 55002021-01-01117
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01197
Number of participants with account balances2021-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01203
Total number of active participants reported on line 7a of the Form 55002020-01-01124
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01197
Number of participants with account balances2020-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01215
Total number of active participants reported on line 7a of the Form 55002019-01-01139
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01200
Number of participants with account balances2019-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01207
Total number of active participants reported on line 7a of the Form 55002018-01-01153
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01215
Number of participants with account balances2018-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01191
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01206
Number of participants with account balances2017-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0160
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01191
Number of participants with account balances2016-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01172
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01180
Number of participants with account balances2015-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01166
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01172
Number of participants with account balances2014-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01158
Total number of active participants reported on line 7a of the Form 55002013-01-01127
Number of retired or separated participants receiving benefits2013-01-0139
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01166
Number of participants with account balances2013-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-01117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01158
Number of participants with account balances2012-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01132
Total number of active participants reported on line 7a of the Form 55002011-01-01109
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Number of participants with account balances2011-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01131
Total number of active participants reported on line 7a of the Form 55002010-07-01112
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0120
Total of all active and inactive participants2010-07-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01132
Number of participants with account balances2010-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-015

Financial Data on INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN

Measure Date Value
2022 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-489,923
Total of all expenses incurred2022-12-31$361,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$300,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$643,133
Value of total assets at end of year2022-12-31$6,869,390
Value of total assets at beginning of year2022-12-31$7,721,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$61,760
Total interest from all sources2022-12-31$15,511
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$209,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$209,847
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$369,772
Participant contributions at end of year2022-12-31$132,082
Participant contributions at beginning of year2022-12-31$137,832
Participant contributions at end of year2022-12-31$14,044
Assets. Other investments not covered elsewhere at end of year2022-12-31$351,001
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$424,557
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,770
Administrative expenses (other) incurred2022-12-31$4,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-851,695
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,869,390
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,721,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$48,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,388,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,254,506
Interest on participant loans2022-12-31$8,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$706,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$630,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$630,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,358,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$273,361
Employer contributions (assets) at end of year2022-12-31$272,178
Employer contributions (assets) at beginning of year2022-12-31$265,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$300,012
Contract administrator fees2022-12-31$8,918
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEE CPA GROUP
Accountancy firm EIN2022-12-31814637885
2021 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,493,482
Total of all expenses incurred2021-12-31$334,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$273,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$583,863
Value of total assets at end of year2021-12-31$7,721,085
Value of total assets at beginning of year2021-12-31$6,562,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$61,332
Total interest from all sources2021-12-31$12,238
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$188,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$188,910
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$317,332
Participant contributions at end of year2021-12-31$137,832
Participant contributions at beginning of year2021-12-31$182,817
Assets. Other investments not covered elsewhere at end of year2021-12-31$424,557
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$378,129
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$726
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$10,145
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$4,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,158,897
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,721,085
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,562,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$47,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,254,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,951,575
Interest on participant loans2021-12-31$12,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$630,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$746,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$746,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$708,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$265,805
Employer contributions (assets) at end of year2021-12-31$265,805
Employer contributions (assets) at beginning of year2021-12-31$292,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$273,253
Contract administrator fees2021-12-31$8,638
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEE CPA GROUP
Accountancy firm EIN2021-12-31814637885
2020 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,310,147
Total of all expenses incurred2020-12-31$602,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$548,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$608,281
Value of total assets at end of year2020-12-31$6,562,188
Value of total assets at beginning of year2020-12-31$5,854,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,493
Total interest from all sources2020-12-31$15,164
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$110,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$110,997
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$305,615
Participant contributions at end of year2020-12-31$182,817
Participant contributions at beginning of year2020-12-31$200,235
Assets. Other investments not covered elsewhere at end of year2020-12-31$378,129
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$388,846
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,860
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$10,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,741
Administrative expenses (other) incurred2020-12-31$3,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$708,102
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,562,188
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,854,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$41,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,951,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,261,577
Interest on participant loans2020-12-31$12,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$746,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$710,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$710,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$575,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$292,806
Employer contributions (assets) at end of year2020-12-31$292,806
Employer contributions (assets) at beginning of year2020-12-31$285,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$548,552
Contract administrator fees2020-12-31$8,427
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BRANTLEY JANSON
Accountancy firm EIN2020-12-31910998786
2019 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,470,426
Total of all expenses incurred2019-12-31$243,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$183,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$604,761
Value of total assets at end of year2019-12-31$5,854,086
Value of total assets at beginning of year2019-12-31$4,626,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,838
Total interest from all sources2019-12-31$17,967
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$130,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$130,140
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$284,596
Participant contributions at end of year2019-12-31$200,235
Participant contributions at beginning of year2019-12-31$89,871
Assets. Other investments not covered elsewhere at end of year2019-12-31$388,846
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$347,289
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$34,753
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,703
Administrative expenses (other) incurred2019-12-31$4,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,227,304
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,854,086
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,626,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$47,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,261,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,506,421
Interest on participant loans2019-12-31$9,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$710,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$400,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$400,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$717,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$285,412
Employer contributions (assets) at end of year2019-12-31$285,412
Employer contributions (assets) at beginning of year2019-12-31$277,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$183,284
Contract administrator fees2019-12-31$8,180
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRANTLEY JANSON
Accountancy firm EIN2019-12-31910998786
2018 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$302,478
Total of all expenses incurred2018-12-31$327,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$276,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$597,291
Value of total assets at end of year2018-12-31$4,626,782
Value of total assets at beginning of year2018-12-31$4,652,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,675
Total interest from all sources2018-12-31$9,888
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$121,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$121,858
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$319,332
Participant contributions at end of year2018-12-31$89,871
Participant contributions at beginning of year2018-12-31$43,114
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$347,289
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$8,803
Administrative expenses (other) incurred2018-12-31$4,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-25,489
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,626,782
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,652,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$46,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,506,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,870,193
Interest on participant loans2018-12-31$4,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$400,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$486,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$486,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-426,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$277,959
Employer contributions (assets) at end of year2018-12-31$277,959
Employer contributions (assets) at beginning of year2018-12-31$243,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$276,292
Contract administrator fees2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BRANTLEY JANSON YOST & ELLISON
Accountancy firm EIN2018-12-31910998786
2017 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,063,391
Total of all expenses incurred2017-12-31$396,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$351,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$550,802
Value of total assets at end of year2017-12-31$4,652,271
Value of total assets at beginning of year2017-12-31$3,985,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,374
Total interest from all sources2017-12-31$4,048
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$93,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$93,603
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$307,078
Participant contributions at end of year2017-12-31$43,114
Participant contributions at beginning of year2017-12-31$44,388
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$667,066
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,652,271
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,985,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$44,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,878,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,233,065
Interest on participant loans2017-12-31$2,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$486,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$477,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$477,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$414,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$243,724
Employer contributions (assets) at end of year2017-12-31$243,724
Employer contributions (assets) at beginning of year2017-12-31$230,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$351,951
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BRANTLEY JANSON YOST & ELLISON
Accountancy firm EIN2017-12-31910998786
2016 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$781,027
Total of all expenses incurred2016-12-31$212,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$176,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$501,451
Value of total assets at end of year2016-12-31$3,985,205
Value of total assets at beginning of year2016-12-31$3,416,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,685
Total interest from all sources2016-12-31$1,157
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$75,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$75,410
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$259,403
Participant contributions at end of year2016-12-31$44,388
Participant contributions at beginning of year2016-12-31$7,819
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,321
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$568,220
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,985,205
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,416,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$36,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,233,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,684,936
Interest on participant loans2016-12-31$1,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$477,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$491,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$491,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$203,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$224,727
Employer contributions (assets) at end of year2016-12-31$230,315
Employer contributions (assets) at beginning of year2016-12-31$232,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$176,122
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BRANTLEY JANSON YOST & ELLISON
Accountancy firm EIN2016-12-31910998786
2015 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$392,638
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$313,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$274,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$479,535
Value of total assets at end of year2015-12-31$3,416,985
Value of total assets at beginning of year2015-12-31$3,337,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,920
Total interest from all sources2015-12-31$581
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$70,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$70,360
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$232,638
Participant contributions at end of year2015-12-31$7,819
Participant contributions at beginning of year2015-12-31$13,092
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$79,015
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,416,985
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,337,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$38,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,684,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,692,033
Interest on participant loans2015-12-31$442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$491,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$418,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$418,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$139
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-157,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$227,784
Employer contributions (assets) at end of year2015-12-31$232,684
Employer contributions (assets) at beginning of year2015-12-31$214,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$274,703
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BRANTLEY JANSON YOST & ELLISON
Accountancy firm EIN2015-12-31910998786
2014 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$593,302
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$155,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$119,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$412,745
Value of total assets at end of year2014-12-31$3,337,970
Value of total assets at beginning of year2014-12-31$2,900,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,559
Total interest from all sources2014-12-31$486
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$65,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$65,942
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$183,559
Participant contributions at end of year2014-12-31$13,092
Participant contributions at beginning of year2014-12-31$4,396
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,014
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$437,870
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,337,970
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,900,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$35,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,692,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,267,832
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$455
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$348,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$418,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$84,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$84,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$31
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$111,175
Net investment gain or loss from common/collective trusts2014-12-31$2,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$214,172
Employer contributions (assets) at end of year2014-12-31$214,172
Employer contributions (assets) at beginning of year2014-12-31$194,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$119,873
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRANTLEY JANSON YOST & ELLISON
Accountancy firm EIN2014-12-31910998786
2013 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$530,414
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$123,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$91,264
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$368,488
Value of total assets at end of year2013-12-31$2,900,100
Value of total assets at beginning of year2013-12-31$2,493,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,616
Total interest from all sources2013-12-31$532
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$38,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$38,476
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$170,261
Participant contributions at end of year2013-12-31$4,396
Participant contributions at beginning of year2013-12-31$9,890
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,832
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$406,534
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,900,100
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,493,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$32,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,267,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$464,658
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$477
Interest earned on other investments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$348,980
Value of interest in common/collective trusts at beginning of year2013-12-31$1,812,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$84,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$55,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$55,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$55
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$128,098
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-5,180
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$194,395
Employer contributions (assets) at end of year2013-12-31$194,395
Employer contributions (assets) at beginning of year2013-12-31$150,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$91,264
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRANTLEY JANSON YOST & ELLISON
Accountancy firm EIN2013-12-31910998786
2012 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$317,371
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$123,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$93,010
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$303,372
Value of total assets at end of year2012-12-31$2,493,566
Value of total assets at beginning of year2012-12-31$2,299,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,089
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$1,009
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$14,506
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$146,248
Participant contributions at end of year2012-12-31$9,890
Participant contributions at beginning of year2012-12-31$12,633
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$3,594
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,837
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$194,272
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,493,566
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,299,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$30,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$464,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$346,356
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$931
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$1,812,804
Value of interest in common/collective trusts at beginning of year2012-12-31$1,709,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$55,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$54,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$54,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$78
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$28,249
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$-29,765
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$150,287
Employer contributions (assets) at end of year2012-12-31$150,287
Employer contributions (assets) at beginning of year2012-12-31$173,138
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$93,010
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRANTLEY JANSON YOST & ELLISON
Accountancy firm EIN2012-12-31910998786
2011 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$348,460
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$77,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$54,727
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$322,601
Value of total assets at end of year2011-12-31$2,299,294
Value of total assets at beginning of year2011-12-31$2,028,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,752
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$233
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$149,428
Participant contributions at end of year2011-12-31$12,633
Participant contributions at beginning of year2011-12-31$3,283
Participant contributions at end of year2011-12-31$3,594
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$270,981
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,299,294
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,028,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$22,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$346,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$320,621
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$130
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$1,709,056
Value of interest in common/collective trusts at beginning of year2011-12-31$1,584,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$54,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$29,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$29,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$103
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$18,166
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$7,460
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$173,138
Employer contributions (assets) at end of year2011-12-31$173,138
Employer contributions (assets) at beginning of year2011-12-31$90,084
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$54,727
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BRANTLEY JANSON YOST & ELLISON
Accountancy firm EIN2011-12-31910998786
2010 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$266,542
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$51,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$40,255
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$178,475
Value of total assets at end of year2010-12-31$2,028,313
Value of total assets at beginning of year2010-12-31$1,813,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,281
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$166
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$74,247
Participant contributions at end of year2010-12-31$3,283
Participant contributions at beginning of year2010-12-31$779
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,144
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$215,006
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,028,313
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,813,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$11,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$320,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$262,161
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$25
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$1,584,976
Value of interest in common/collective trusts at beginning of year2010-12-31$1,351,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$29,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$28,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$28,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$141
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$33,844
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$54,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$90,084
Employer contributions (assets) at end of year2010-12-31$90,084
Employer contributions (assets) at beginning of year2010-12-31$170,461
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$40,255
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BRANTLEY JANSON YOST & ELLISON
Accountancy firm EIN2010-12-31910998786

Form 5500 Responses for INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN

2022: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT 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: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT 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: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT 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: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT 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: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT 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 FAMILY DEVELOPMENT RETIREMENT 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes

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