401k Plan data: IRWIN INTERNATIONAL, INC. 401(K) PLAN plan

IRWIN INTERNATIONAL, INC. 401(K) PLAN 401k Plan overview

Plan Name	IRWIN INTERNATIONAL, INC. 401(K) PLAN
Plan identification number	002

IRWIN INTERNATIONAL, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IRWIN INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: IRWIN INTERNATIONAL, INC.

Employer identification number (EIN): 953563365

NAIC Classification: 453990

Additional information about IRWIN INTERNATIONAL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1986-06-11

Company Identification Number: M33493

Legal Registered Office Address: 9251 S.W. 18TH STREET

BOCA RATON

33428

More information about IRWIN INTERNATIONAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRWIN INTERNATIONAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-02-01 LOIS A JONES

Plan Statistics for IRWIN INTERNATIONAL, INC. 401(K) PLAN

401k plan membership statisitcs for IRWIN INTERNATIONAL, INC. 401(K) PLAN

Measure Date Value
2022: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 202
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 47
Total of all active and inactive participants 2022-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 250
Number of participants with account balances 2022-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 30
2021: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 180
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 42
Total of all active and inactive participants 2021-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 223
Number of participants with account balances 2021-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 28
2020: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 192
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 30
Total of all active and inactive participants 2020-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 223
Number of participants with account balances 2020-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 30
2019: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 165
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 181
Number of participants with account balances 2019-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 19
2018: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 173
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 185
Number of participants with account balances 2018-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 173
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 174
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 11
Total of all active and inactive participants 2017-02-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 185
Number of participants with account balances 2017-02-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 4

Measure	Date	Value
2022: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	202
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	47
Total of all active and inactive participants	2022-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	250
Number of participants with account balances	2022-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	30
2021: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	180
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	42
Total of all active and inactive participants	2021-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	223
Number of participants with account balances	2021-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	28
2020: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	192
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	30
Total of all active and inactive participants	2020-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	223
Number of participants with account balances	2020-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	30
2019: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	165
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	181
Number of participants with account balances	2019-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	19
2018: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	173
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	185
Number of participants with account balances	2018-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	173
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	174
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	11
Total of all active and inactive participants	2017-02-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	185
Number of participants with account balances	2017-02-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	4

Financial Data on IRWIN INTERNATIONAL, INC. 401(K) PLAN

Measure	Date	Value
2022 : IRWIN INTERNATIONAL, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-304,640
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$366,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$332,570
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$677,467
Value of total assets at end of year	2022-12-31	$6,101,881
Value of total assets at beginning of year	2022-12-31	$6,773,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,428
Total interest from all sources	2022-12-31	$4,579
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$172,673
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	$172,673
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	$588,098
Participant contributions at end of year	2022-12-31	$80,310
Participant contributions at beginning of year	2022-12-31	$98,194
Other income not declared elsewhere	2022-12-31	$183
Administrative expenses (other) incurred	2022-12-31	$32,428
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	$-671,203
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,101,881
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,773,084
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,584,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,137,478
Interest on participant loans	2022-12-31	$4,579
Value of interest in common/collective trusts at end of year	2022-12-31	$436,846
Value of interest in common/collective trusts at beginning of year	2022-12-31	$537,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,168,025
Net investment gain or loss from common/collective trusts	2022-12-31	$8,483
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	$89,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$332,570
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : IRWIN INTERNATIONAL, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,355,638
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$147,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$98,326
Expenses. Certain deemed distributions of participant loans	2021-12-31	$16,123
Value of total corrective distributions	2021-12-31	$3,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$634,828
Value of total assets at end of year	2021-12-31	$6,773,084
Value of total assets at beginning of year	2021-12-31	$5,564,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$29,348
Total interest from all sources	2021-12-31	$4,757
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$553,248
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	$553,248
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$553,083
Participant contributions at end of year	2021-12-31	$98,194
Participant contributions at beginning of year	2021-12-31	$71,941
Other income not declared elsewhere	2021-12-31	$277
Administrative expenses (other) incurred	2021-12-31	$29,348
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	$1,208,464
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,773,084
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,564,620
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,137,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,966,072
Interest on participant loans	2021-12-31	$4,757
Value of interest in common/collective trusts at end of year	2021-12-31	$537,412
Value of interest in common/collective trusts at beginning of year	2021-12-31	$526,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$154,476
Net investment gain or loss from common/collective trusts	2021-12-31	$8,052
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	$81,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$98,326
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : IRWIN INTERNATIONAL, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,242,088
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$152,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$129,011
Expenses. Certain deemed distributions of participant loans	2020-12-31	$843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$552,087
Value of total assets at end of year	2020-12-31	$5,564,620
Value of total assets at beginning of year	2020-12-31	$4,474,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$22,288
Total interest from all sources	2020-12-31	$4,249
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$123,927
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	$123,927
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$558,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$468,263
Participant contributions at end of year	2020-12-31	$71,941
Participant contributions at beginning of year	2020-12-31	$58,540
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$12,079
Administrative expenses (other) incurred	2020-12-31	$22,288
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	$1,089,946
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,564,620
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,474,674
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,966,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,868,666
Interest on participant loans	2020-12-31	$4,249
Value of interest in common/collective trusts at end of year	2020-12-31	$526,607
Value of interest in common/collective trusts at beginning of year	2020-12-31	$547,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$550,170
Net investment gain or loss from common/collective trusts	2020-12-31	$11,655
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	$71,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$129,011
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : IRWIN INTERNATIONAL, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,131,224
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$62,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$43,356
Expenses. Certain deemed distributions of participant loans	2019-12-31	$803
Value of total corrective distributions	2019-12-31	$563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$409,646
Value of total assets at end of year	2019-12-31	$4,474,674
Value of total assets at beginning of year	2019-12-31	$3,406,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,937
Total interest from all sources	2019-12-31	$4,562
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$90,226
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	$90,226
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$341,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$351,309
Participant contributions at end of year	2019-12-31	$58,540
Participant contributions at beginning of year	2019-12-31	$84,342
Other income not declared elsewhere	2019-12-31	$4
Administrative expenses (other) incurred	2019-12-31	$17,937
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	$1,068,565
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,474,674
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,406,109
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,868,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,816,810
Interest on participant loans	2019-12-31	$4,562
Value of interest in common/collective trusts at end of year	2019-12-31	$547,468
Value of interest in common/collective trusts at beginning of year	2019-12-31	$504,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$613,491
Net investment gain or loss from common/collective trusts	2019-12-31	$13,295
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	$58,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$43,356
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	DIEM CPA, INC.
Accountancy firm EIN	2019-12-31	204025501
2018 : IRWIN INTERNATIONAL, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$1,274
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$170,451
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$267,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$252,614
Expenses. Certain deemed distributions of participant loans	2018-12-31	$771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$338,530
Value of total assets at end of year	2018-12-31	$3,406,109
Value of total assets at beginning of year	2018-12-31	$3,502,346
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$14,577
Total interest from all sources	2018-12-31	$5,923
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$96,880
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	$96,880
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$351,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$268,196
Participant contributions at end of year	2018-12-31	$84,342
Participant contributions at beginning of year	2018-12-31	$110,269
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$18,990
Administrative expenses (other) incurred	2018-12-31	$14,577
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	$-97,511
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,406,109
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,502,346
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,816,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,868,851
Interest on participant loans	2018-12-31	$5,923
Value of interest in common/collective trusts at end of year	2018-12-31	$504,957
Value of interest in common/collective trusts at beginning of year	2018-12-31	$523,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-283,109
Net investment gain or loss from common/collective trusts	2018-12-31	$12,227
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	$51,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$252,614
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	DIEM CPA, INC.
Accountancy firm EIN	2018-12-31	204025501
2017 : IRWIN INTERNATIONAL, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$2,969,479
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$612,788
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$79,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$72,177
Expenses. Certain deemed distributions of participant loans	2017-12-31	$665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$226,698
Value of total assets at end of year	2017-12-31	$3,502,346
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,079
Total interest from all sources	2017-12-31	$5,711
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$82,177
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	$82,177
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000
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	$169,356
Participant contributions at end of year	2017-12-31	$110,269
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$21,029
Administrative expenses (other) incurred	2017-12-31	$7,079
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
Value of net income/loss	2017-12-31	$532,867
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,502,346
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,868,851
Interest on participant loans	2017-12-31	$5,711
Value of interest in common/collective trusts at end of year	2017-12-31	$523,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$289,411
Net investment gain or loss from common/collective trusts	2017-12-31	$8,791
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	$36,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$72,177
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	DIEM CPA, INC.
Accountancy firm EIN	2017-12-31	204025501

Form 5500 Responses for IRWIN INTERNATIONAL, INC. 401(K) PLAN

2022: IRWIN INTERNATIONAL, INC. 401(K) 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: IRWIN INTERNATIONAL, INC. 401(K) 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: IRWIN INTERNATIONAL, INC. 401(K) 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: IRWIN INTERNATIONAL, INC. 401(K) 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: IRWIN INTERNATIONAL, INC. 401(K) 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: IRWIN INTERNATIONAL, INC. 401(K) PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	First time form 5500 has been submitted	Yes
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	IRWIN INTERNATIONAL, INC.
Employer identification number (EIN):	953563365
NAIC Classification:	453990

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1986-06-11
Company Identification Number:	M33493
Legal Registered Office Address:	9251 S.W. 18TH STREET BOCA RATON 33428