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Plan Name | INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | CRISTEN HAMILTON | 2023-10-16 | CRISTEN HAMILTON | 2023-10-16 |
002 | 2021-01-01 | CHARLOTTE BOOTH | 2022-09-12 | CHARLOTTE BOOTH | 2022-09-12 |
002 | 2020-01-01 | CHARLOTTE BOOTH | 2021-10-07 | CHARLOTTE BOOTH | 2021-10-07 |
002 | 2019-01-01 | CHARLOTTE BOOTH | 2020-09-04 | CHARLOTTE BOOTH | 2020-09-04 |
002 | 2018-01-01 | CHARLOTTE BOOTH | 2019-08-30 | CHARLOTTE BOOTH | 2019-08-30 |
002 | 2017-01-01 | ||||
002 | 2016-01-01 | DALE HEKTNER | DALE HEKTNER | 2017-10-16 | |
002 | 2015-01-01 | DALE HEKTNER | DALE HEKTNER | 2016-10-17 | |
002 | 2014-01-01 | DALE HEKTNER | DALE HEKTNER | 2015-10-05 | |
002 | 2013-01-01 | DALE HEKTNER | DALE HEKTNER | 2014-10-14 | |
002 | 2012-01-01 | DALE HEKTNER | DALE HEKTNER | 2013-10-15 | |
002 | 2011-01-01 | CHARLES DYER | CHARLES DYER | 2012-10-15 | |
002 | 2010-07-01 | CHARLES DYER | CHARLES DYER | 2011-10-13 |
Measure | Date | Value |
---|---|---|
2022: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 202 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 116 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 72 |
Total of all active and inactive participants | 2022-01-01 | 196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 196 |
Number of participants with account balances | 2022-01-01 | 183 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 13 |
2021: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 198 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 67 |
Total of all active and inactive participants | 2021-01-01 | 197 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 197 |
Number of participants with account balances | 2021-01-01 | 186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 13 |
2020: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 124 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 65 |
Total of all active and inactive participants | 2020-01-01 | 197 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 197 |
Number of participants with account balances | 2020-01-01 | 189 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 16 |
2019: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 139 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 53 |
Total of all active and inactive participants | 2019-01-01 | 200 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 200 |
Number of participants with account balances | 2019-01-01 | 192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 19 |
2018: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 207 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 153 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 56 |
Total of all active and inactive participants | 2018-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 215 |
Number of participants with account balances | 2018-01-01 | 197 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 13 |
2017: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 191 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 143 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 63 |
Total of all active and inactive participants | 2017-01-01 | 206 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 206 |
Number of participants with account balances | 2017-01-01 | 191 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 15 |
2016: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 180 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 60 |
Total of all active and inactive participants | 2016-01-01 | 190 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 191 |
Number of participants with account balances | 2016-01-01 | 171 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 19 |
2015: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 133 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 47 |
Total of all active and inactive participants | 2015-01-01 | 180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 180 |
Number of participants with account balances | 2015-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 14 |
2014: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 42 |
Total of all active and inactive participants | 2014-01-01 | 172 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 172 |
Number of participants with account balances | 2014-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 12 |
2013: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 127 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 39 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 166 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 166 |
Number of participants with account balances | 2013-01-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 9 |
2012: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 41 |
Total of all active and inactive participants | 2012-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 158 |
Number of participants with account balances | 2012-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 12 |
2011: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 35 |
Total of all active and inactive participants | 2011-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 144 |
Number of participants with account balances | 2011-01-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 15 |
2010: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 112 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 20 |
Total of all active and inactive participants | 2010-07-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
Total participants | 2010-07-01 | 132 |
Number of participants with account balances | 2010-07-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 5 |
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 incurred | 2022-12-31 | $361,772 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $6,869,390 |
Value of total assets at beginning of year | 2022-12-31 | $7,721,085 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $61,760 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $209,847 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $369,772 |
Participant contributions at end of year | 2022-12-31 | $132,082 |
Participant contributions at beginning of year | 2022-12-31 | $137,832 |
Participant contributions at end of year | 2022-12-31 | $14,044 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $351,001 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $424,557 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $5,480 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $7,770 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $48,611 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,388,111 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,254,506 |
Interest on participant loans | 2022-12-31 | $8,192 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $706,494 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $630,615 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $273,361 |
Employer contributions (assets) at end of year | 2022-12-31 | $272,178 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $265,805 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $300,012 |
Contract administrator fees | 2022-12-31 | $8,918 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | LEE CPA GROUP |
Accountancy firm EIN | 2022-12-31 | 814637885 |
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 incurred | 2021-12-31 | $334,585 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $7,721,085 |
Value of total assets at beginning of year | 2021-12-31 | $6,562,188 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $61,332 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $188,910 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $317,332 |
Participant contributions at end of year | 2021-12-31 | $137,832 |
Participant contributions at beginning of year | 2021-12-31 | $182,817 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $424,557 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $7,770 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $10,145 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $47,738 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,254,506 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,951,575 |
Interest on participant loans | 2021-12-31 | $12,238 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $630,615 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $746,716 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $265,805 |
Employer contributions (assets) at end of year | 2021-12-31 | $265,805 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $292,806 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $273,253 |
Contract administrator fees | 2021-12-31 | $8,638 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LEE CPA GROUP |
Accountancy firm EIN | 2021-12-31 | 814637885 |
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 incurred | 2020-12-31 | $602,045 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $6,562,188 |
Value of total assets at beginning of year | 2020-12-31 | $5,854,086 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $53,493 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $110,997 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $305,615 |
Participant contributions at end of year | 2020-12-31 | $182,817 |
Participant contributions at beginning of year | 2020-12-31 | $200,235 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $378,129 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $10,145 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $7,741 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $41,353 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,951,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,261,577 |
Interest on participant loans | 2020-12-31 | $12,464 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $746,716 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $710,275 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $292,806 |
Employer contributions (assets) at end of year | 2020-12-31 | $292,806 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $285,412 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $548,552 |
Contract administrator fees | 2020-12-31 | $8,427 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BRANTLEY JANSON |
Accountancy firm EIN | 2020-12-31 | 910998786 |
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 incurred | 2019-12-31 | $243,122 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $5,854,086 |
Value of total assets at beginning of year | 2019-12-31 | $4,626,782 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $59,838 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $130,140 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $284,596 |
Participant contributions at end of year | 2019-12-31 | $200,235 |
Participant contributions at beginning of year | 2019-12-31 | $89,871 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $388,846 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $7,741 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $4,703 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $47,140 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,261,577 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,506,421 |
Interest on participant loans | 2019-12-31 | $9,257 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $710,275 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $400,539 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $285,412 |
Employer contributions (assets) at end of year | 2019-12-31 | $285,412 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $277,959 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $183,284 |
Contract administrator fees | 2019-12-31 | $8,180 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BRANTLEY JANSON |
Accountancy firm EIN | 2019-12-31 | 910998786 |
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 incurred | 2018-12-31 | $327,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $4,626,782 |
Value of total assets at beginning of year | 2018-12-31 | $4,652,271 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $51,675 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $121,858 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $319,332 |
Participant contributions at end of year | 2018-12-31 | $89,871 |
Participant contributions at beginning of year | 2018-12-31 | $43,114 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $347,289 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $4,703 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $8,803 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $46,999 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,506,421 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,870,193 |
Interest on participant loans | 2018-12-31 | $4,183 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $400,539 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $486,437 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $277,959 |
Employer contributions (assets) at end of year | 2018-12-31 | $277,959 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $243,724 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $276,292 |
Contract administrator fees | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BRANTLEY JANSON YOST & ELLISON |
Accountancy firm EIN | 2018-12-31 | 910998786 |
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 incurred | 2017-12-31 | $396,325 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $4,652,271 |
Value of total assets at beginning of year | 2017-12-31 | $3,985,205 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $44,374 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $93,603 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $307,078 |
Participant contributions at end of year | 2017-12-31 | $43,114 |
Participant contributions at beginning of year | 2017-12-31 | $44,388 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $44,374 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,878,996 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,233,065 |
Interest on participant loans | 2017-12-31 | $2,128 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $486,437 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $477,437 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $243,724 |
Employer contributions (assets) at end of year | 2017-12-31 | $243,724 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $230,315 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $351,951 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BRANTLEY JANSON YOST & ELLISON |
Accountancy firm EIN | 2017-12-31 | 910998786 |
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 incurred | 2016-12-31 | $212,807 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $3,985,205 |
Value of total assets at beginning of year | 2016-12-31 | $3,416,985 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $36,685 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $75,410 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $259,403 |
Participant contributions at end of year | 2016-12-31 | $44,388 |
Participant contributions at beginning of year | 2016-12-31 | $7,819 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $36,685 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,233,065 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,684,936 |
Interest on participant loans | 2016-12-31 | $1,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $477,437 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $491,546 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $224,727 |
Employer contributions (assets) at end of year | 2016-12-31 | $230,315 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $232,684 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $176,122 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BRANTLEY JANSON YOST & ELLISON |
Accountancy firm EIN | 2016-12-31 | 910998786 |
2015 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $313,623 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $3,416,985 |
Value of total assets at beginning of year | 2015-12-31 | $3,337,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $38,920 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
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 year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $232,638 |
Participant contributions at end of year | 2015-12-31 | $7,819 |
Participant contributions at beginning of year | 2015-12-31 | $13,092 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $38,920 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,684,936 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,692,033 |
Interest on participant loans | 2015-12-31 | $442 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $491,546 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $418,673 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $227,784 |
Employer contributions (assets) at end of year | 2015-12-31 | $232,684 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $214,172 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $274,703 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BRANTLEY JANSON YOST & ELLISON |
Accountancy firm EIN | 2015-12-31 | 910998786 |
2014 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $155,432 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $3,337,970 |
Value of total assets at beginning of year | 2014-12-31 | $2,900,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $35,559 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
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 year | 2014-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $183,559 |
Participant contributions at end of year | 2014-12-31 | $13,092 |
Participant contributions at beginning of year | 2014-12-31 | $4,396 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Investment advisory and management fees | 2014-12-31 | $35,559 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,692,033 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,267,832 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $455 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $348,980 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $418,673 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $84,497 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $111,175 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,954 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $214,172 |
Employer contributions (assets) at end of year | 2014-12-31 | $214,172 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $194,395 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $119,873 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BRANTLEY JANSON YOST & ELLISON |
Accountancy firm EIN | 2014-12-31 | 910998786 |
2013 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $530,414 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $123,880 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $91,264 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $368,488 |
Value of total assets at end of year | 2013-12-31 | $2,900,100 |
Value of total assets at beginning of year | 2013-12-31 | $2,493,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $32,616 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
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 year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $170,261 |
Participant contributions at end of year | 2013-12-31 | $4,396 |
Participant contributions at beginning of year | 2013-12-31 | $9,890 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $32,616 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,267,832 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $464,658 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $477 |
Interest earned on other investments | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $348,980 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,812,804 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $84,497 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $55,927 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $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 accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-5,180 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $194,395 |
Employer contributions (assets) at end of year | 2013-12-31 | $194,395 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $150,287 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $91,264 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BRANTLEY JANSON YOST & ELLISON |
Accountancy firm EIN | 2013-12-31 | 910998786 |
2012 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Expenses. Interest paid | 2012-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $317,371 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $123,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $93,010 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $303,372 |
Value of total assets at end of year | 2012-12-31 | $2,493,566 |
Value of total assets at beginning of year | 2012-12-31 | $2,299,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $30,089 |
Total income from rents | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
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 year | 2012-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $0 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $146,248 |
Participant contributions at end of year | 2012-12-31 | $9,890 |
Participant contributions at beginning of year | 2012-12-31 | $12,633 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $3,594 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $0 |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $0 |
Investment advisory and management fees | 2012-12-31 | $30,089 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $464,658 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $346,356 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $0 |
Interest on participant loans | 2012-12-31 | $931 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
Interest earned on other investments | 2012-12-31 | $0 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,812,804 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,709,056 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $55,927 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $54,517 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Asset value of US Government securities at end of year | 2012-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $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 accounts | 2012-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $-29,765 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $150,287 |
Employer contributions (assets) at end of year | 2012-12-31 | $150,287 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $173,138 |
Income. Dividends from preferred stock | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $93,010 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $0 |
Contract administrator fees | 2012-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BRANTLEY JANSON YOST & ELLISON |
Accountancy firm EIN | 2012-12-31 | 910998786 |
2011 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $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 paid | 2011-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $348,460 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $77,479 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $54,727 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $322,601 |
Value of total assets at end of year | 2011-12-31 | $2,299,294 |
Value of total assets at beginning of year | 2011-12-31 | $2,028,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $22,752 |
Total income from rents | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
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 year | 2011-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $0 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $149,428 |
Participant contributions at end of year | 2011-12-31 | $12,633 |
Participant contributions at beginning of year | 2011-12-31 | $3,283 |
Participant contributions at end of year | 2011-12-31 | $3,594 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Income. Non cash contributions | 2011-12-31 | $0 |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $0 |
Investment advisory and management fees | 2011-12-31 | $22,752 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $346,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $320,621 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
Interest on participant loans | 2011-12-31 | $130 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
Interest earned on other investments | 2011-12-31 | $0 |
Income. Interest from US Government securities | 2011-12-31 | $0 |
Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,709,056 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,584,976 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $54,517 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $29,349 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Asset value of US Government securities at end of year | 2011-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $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 accounts | 2011-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $7,460 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Assets. Value of employer real property at end of year | 2011-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $173,138 |
Employer contributions (assets) at end of year | 2011-12-31 | $173,138 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $90,084 |
Income. Dividends from preferred stock | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $54,727 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
Contract administrator fees | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BRANTLEY JANSON YOST & ELLISON |
Accountancy firm EIN | 2011-12-31 | 910998786 |
2010 : INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 paid | 2010-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $266,542 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $51,536 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $40,255 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $178,475 |
Value of total assets at end of year | 2010-12-31 | $2,028,313 |
Value of total assets at beginning of year | 2010-12-31 | $1,813,307 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $11,281 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
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 year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $74,247 |
Participant contributions at end of year | 2010-12-31 | $3,283 |
Participant contributions at beginning of year | 2010-12-31 | $779 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $11,281 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $320,621 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $262,161 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Interest on participant loans | 2010-12-31 | $25 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,584,976 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,351,615 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $29,349 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $28,291 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $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 accounts | 2010-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $54,057 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Assets. Value of employer real property at end of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $90,084 |
Employer contributions (assets) at end of year | 2010-12-31 | $90,084 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $170,461 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $40,255 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Contract administrator fees | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | BRANTLEY JANSON YOST & ELLISON |
Accountancy firm EIN | 2010-12-31 | 910998786 |
2022: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN 2010 form 5500 responses | ||
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |