?>
Logo

INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 401k Plan overview

Plan NameINDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN
Plan identification number 001

INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.

401k Sponsoring company profile

INDEPENDENT SUPPORT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDEPENDENT SUPPORT SERVICES, INC.
Employer identification number (EIN):050535944
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about INDEPENDENT SUPPORT SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2002-10-23
Company Identification Number: 2826304
Legal Registered Office Address: PO BOX 1320
Sullivan
MONTICELLO
United States of America (USA)
12701

More information about INDEPENDENT SUPPORT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LAURIE CIRILLO2023-05-09
0012021-01-01LAURIE CIRILLO2022-04-20
0012020-01-01LAURIE CIRILLO2021-06-02
0012019-01-01LAURIE CIRILLO2020-03-19
0012018-01-01LAURIE CIRILLO2019-05-22
0012017-01-01
0012016-01-01
0012015-01-01

Plan Statistics for INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN

401k plan membership statisitcs for INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN

Measure Date Value
2022: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,087
Total number of active participants reported on line 7a of the Form 55002022-01-013,009
Number of retired or separated participants receiving benefits2022-01-0150
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,059
Number of participants with account balances2022-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,513
Total number of active participants reported on line 7a of the Form 55002021-01-013,050
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-013,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,087
Number of participants with account balances2021-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,785
Total number of active participants reported on line 7a of the Form 55002020-01-013,490
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-013,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,513
Number of participants with account balances2020-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,635
Total number of active participants reported on line 7a of the Form 55002019-01-013,768
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-013,785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,785
Number of participants with account balances2019-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,388
Total number of active participants reported on line 7a of the Form 55002018-01-013,625
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-013,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,635
Number of participants with account balances2018-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,949
Total number of active participants reported on line 7a of the Form 55002017-01-013,380
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-013,388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,388
Number of participants with account balances2017-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,437
Total number of active participants reported on line 7a of the Form 55002016-01-012,945
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-012,949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,949
Number of participants with account balances2016-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,521
Total number of active participants reported on line 7a of the Form 55002015-01-012,435
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-012,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,437
Number of participants with account balances2015-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN

Measure Date Value
2022 : INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$783,229
Total of all expenses incurred2022-12-31$280,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$254,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,870,635
Value of total assets at end of year2022-12-31$7,527,413
Value of total assets at beginning of year2022-12-31$7,024,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,026
Total interest from all sources2022-12-31$7,879
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$235,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$235,395
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,112,068
Participant contributions at end of year2022-12-31$60,540
Participant contributions at beginning of year2022-12-31$57,409
Participant contributions at end of year2022-12-31$26,459
Participant contributions at beginning of year2022-12-31$23,540
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$66,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$502,459
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,527,413
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,024,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,995,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,746,389
Interest on participant loans2022-12-31$2,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$753,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$633,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$633,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,330,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$691,768
Employer contributions (assets) at end of year2022-12-31$691,768
Employer contributions (assets) at beginning of year2022-12-31$564,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$254,744
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WASCHITZ PAVLOFF CPA LLP
Accountancy firm EIN2022-12-31822240084
2021 : INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,345,255
Total of all expenses incurred2021-12-31$244,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$220,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,706,291
Value of total assets at end of year2021-12-31$7,024,954
Value of total assets at beginning of year2021-12-31$4,924,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,910
Total interest from all sources2021-12-31$1,230
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$192,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$192,296
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,001,985
Participant contributions at end of year2021-12-31$57,409
Participant contributions at beginning of year2021-12-31$10,225
Participant contributions at end of year2021-12-31$23,540
Participant contributions at beginning of year2021-12-31$22,561
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$140,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$2,100,600
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,024,954
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,924,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$23,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,746,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,932,602
Interest on participant loans2021-12-31$1,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$633,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$467,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$467,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$445,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$564,072
Employer contributions (assets) at end of year2021-12-31$564,072
Employer contributions (assets) at beginning of year2021-12-31$491,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$220,745
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WASCHITZ PAVLOFF CPA LLP
Accountancy firm EIN2021-12-31822240084
2020 : INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,990,519
Total of all expenses incurred2020-12-31$128,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$107,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,375,174
Value of total assets at end of year2020-12-31$4,924,354
Value of total assets at beginning of year2020-12-31$3,062,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,132
Total interest from all sources2020-12-31$1,992
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$89,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$89,303
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$880,849
Participant contributions at end of year2020-12-31$10,225
Participant contributions at end of year2020-12-31$22,561
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,645
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,861,595
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,924,354
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,062,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$21,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,932,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,329,926
Interest on participant loans2020-12-31$94
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$467,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$363,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$363,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$524,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$491,680
Employer contributions (assets) at end of year2020-12-31$491,680
Employer contributions (assets) at beginning of year2020-12-31$369,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$107,717
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WASCHITZ PAVLOFF CPA LLP
Accountancy firm EIN2020-12-31822240084
2019 : INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,509,899
Total of all expenses incurred2019-12-31$84,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$67,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,141,450
Value of total assets at end of year2019-12-31$3,062,759
Value of total assets at beginning of year2019-12-31$1,637,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,532
Total interest from all sources2019-12-31$6,970
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$66,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$66,740
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$706,176
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$66,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,425,667
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,062,759
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,637,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,329,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,241,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$363,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$230,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$230,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$294,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$369,123
Employer contributions (assets) at end of year2019-12-31$369,023
Employer contributions (assets) at beginning of year2019-12-31$164,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$67,700
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WASCHITZ PAVLOFF CPA LLP
Accountancy firm EIN2019-12-31822240084
2018 : INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$607,874
Total of all expenses incurred2018-12-31$56,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$46,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$685,906
Value of total assets at end of year2018-12-31$1,637,092
Value of total assets at beginning of year2018-12-31$1,085,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,049
Total interest from all sources2018-12-31$3,412
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$52,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$52,773
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$485,083
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$551,617
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,637,092
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,085,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$10,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,241,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$937,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$230,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$117,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$117,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-134,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$164,628
Employer contributions (assets) at end of year2018-12-31$164,464
Employer contributions (assets) at beginning of year2018-12-31$30,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$46,208
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31RBT, CPAS, LLP
Accountancy firm EIN2018-12-31141604297
2017 : INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,644
Total unrealized appreciation/depreciation of assets2017-12-31$-1,644
Total income from all sources (including contributions)2017-12-31$440,405
Total loss/gain on sale of assets2017-12-31$88,698
Total of all expenses incurred2017-12-31$44,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$42,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$327,526
Value of total assets at end of year2017-12-31$1,085,475
Value of total assets at beginning of year2017-12-31$689,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,830
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$25,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$25,721
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$265,704
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$31,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$396,044
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,085,475
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$689,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$937,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$625,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$117,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$43,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$43,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,594
Employer contributions (assets) at end of year2017-12-31$30,594
Employer contributions (assets) at beginning of year2017-12-31$20,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$42,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$88,698
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31RBT, CPAS, LLP
Accountancy firm EIN2017-12-31141604297
2016 : INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$22,252
Total unrealized appreciation/depreciation of assets2016-12-31$22,252
Total income from all sources (including contributions)2016-12-31$243,553
Total of all expenses incurred2016-12-31$3,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$204,363
Value of total assets at end of year2016-12-31$689,431
Value of total assets at beginning of year2016-12-31$449,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,315
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,682
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$183,237
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$240,188
Value of net assets at end of year (total assets less liabilities)2016-12-31$689,431
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$449,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$625,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$428,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$43,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$10,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$10,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$20,055
Employer contributions (assets) at end of year2016-12-31$20,055
Employer contributions (assets) at beginning of year2016-12-31$10,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,050
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RBT, CPAS, LLP
Accountancy firm EIN2016-12-31141604297
2015 : INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-17,870
Total unrealized appreciation/depreciation of assets2015-12-31$-17,870
Total income from all sources (including contributions)2015-12-31$118,033
Total of all expenses incurred2015-12-31$5,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$120,167
Value of total assets at end of year2015-12-31$449,243
Value of total assets at beginning of year2015-12-31$336,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$420
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,355
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$109,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$112,345
Value of net assets at end of year (total assets less liabilities)2015-12-31$449,243
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$336,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$420
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$428,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$328,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$10,949
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$7,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,277
Employer contributions (assets) at end of year2015-12-31$10,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,268
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31VANACORE, DEBENEDICTUS, DIGOVANNI
Accountancy firm EIN2015-12-31141604297

Form 5500 Responses for INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN

2022: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3