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Plan Name | INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | LAURIE CIRILLO | 2023-05-09 | ||
001 | 2021-01-01 | LAURIE CIRILLO | 2022-04-20 | ||
001 | 2020-01-01 | LAURIE CIRILLO | 2021-06-02 | ||
001 | 2019-01-01 | LAURIE CIRILLO | 2020-03-19 | ||
001 | 2018-01-01 | LAURIE CIRILLO | 2019-05-22 | ||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 |
Measure | Date | Value |
---|---|---|
2022: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 3,087 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,009 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 50 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 3,059 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 3,059 |
Number of participants with account balances | 2022-01-01 | 438 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 3,513 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3,050 |
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 | 37 |
Total of all active and inactive participants | 2021-01-01 | 3,087 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 3,087 |
Number of participants with account balances | 2021-01-01 | 405 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 3,785 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3,490 |
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 | 23 |
Total of all active and inactive participants | 2020-01-01 | 3,513 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 3,513 |
Number of participants with account balances | 2020-01-01 | 365 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 3,635 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3,768 |
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 | 17 |
Total of all active and inactive participants | 2019-01-01 | 3,785 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 3,785 |
Number of participants with account balances | 2019-01-01 | 324 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 3,388 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3,625 |
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 | 10 |
Total of all active and inactive participants | 2018-01-01 | 3,635 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 3,635 |
Number of participants with account balances | 2018-01-01 | 203 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2,949 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3,380 |
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 | 8 |
Total of all active and inactive participants | 2017-01-01 | 3,388 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 3,388 |
Number of participants with account balances | 2017-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2,437 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,945 |
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 | 4 |
Total of all active and inactive participants | 2016-01-01 | 2,949 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2,949 |
Number of participants with account balances | 2016-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,521 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,435 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 2,437 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2,437 |
Number of participants with account balances | 2015-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
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 incurred | 2022-12-31 | $280,770 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $7,527,413 |
Value of total assets at beginning of year | 2022-12-31 | $7,024,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $26,026 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $235,395 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $1,112,068 |
Participant contributions at end of year | 2022-12-31 | $60,540 |
Participant contributions at beginning of year | 2022-12-31 | $57,409 |
Participant contributions at end of year | 2022-12-31 | $26,459 |
Participant contributions at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $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) | 2022-12-31 | 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 | $26,026 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,995,507 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,746,389 |
Interest on participant loans | 2022-12-31 | $2,787 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $753,139 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $633,544 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 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 | $691,768 |
Employer contributions (assets) at end of year | 2022-12-31 | $691,768 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $564,072 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $254,744 |
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 | WASCHITZ PAVLOFF CPA LLP |
Accountancy firm EIN | 2022-12-31 | 822240084 |
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 incurred | 2021-12-31 | $244,655 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $7,024,954 |
Value of total assets at beginning of year | 2021-12-31 | $4,924,354 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $23,910 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $192,296 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 | $1,001,985 |
Participant contributions at end of year | 2021-12-31 | $57,409 |
Participant contributions at beginning of year | 2021-12-31 | $10,225 |
Participant contributions at end of year | 2021-12-31 | $23,540 |
Participant contributions at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | 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 | $23,910 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,746,389 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,932,602 |
Interest on participant loans | 2021-12-31 | $1,101 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $633,544 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $467,286 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 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 | $564,072 |
Employer contributions (assets) at end of year | 2021-12-31 | $564,072 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $491,680 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $220,745 |
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 | WASCHITZ PAVLOFF CPA LLP |
Accountancy firm EIN | 2021-12-31 | 822240084 |
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 incurred | 2020-12-31 | $128,924 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $4,924,354 |
Value of total assets at beginning of year | 2020-12-31 | $3,062,759 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $21,132 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $89,303 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $880,849 |
Participant contributions at end of year | 2020-12-31 | $10,225 |
Participant contributions at end of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | 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 | $21,132 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,932,602 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,329,926 |
Interest on participant loans | 2020-12-31 | $94 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $467,286 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $363,810 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 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 | $491,680 |
Employer contributions (assets) at end of year | 2020-12-31 | $491,680 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $369,023 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $107,717 |
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 | WASCHITZ PAVLOFF CPA LLP |
Accountancy firm EIN | 2020-12-31 | 822240084 |
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 incurred | 2019-12-31 | $84,232 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $3,062,759 |
Value of total assets at beginning of year | 2019-12-31 | $1,637,092 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $16,532 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $66,740 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | 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 | $16,532 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,329,926 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,241,700 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $363,810 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $230,928 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 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 | $369,123 |
Employer contributions (assets) at end of year | 2019-12-31 | $369,023 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $164,464 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $67,700 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | WASCHITZ PAVLOFF CPA LLP |
Accountancy firm EIN | 2019-12-31 | 822240084 |
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 incurred | 2018-12-31 | $56,257 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $1,637,092 |
Value of total assets at beginning of year | 2018-12-31 | $1,085,475 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,049 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $52,773 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
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 | $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 appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | 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 | $10,049 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,241,700 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $937,510 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $230,928 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $117,371 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 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 | $164,628 |
Employer contributions (assets) at end of year | 2018-12-31 | $164,464 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $30,594 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $46,208 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | RBT, CPAS, LLP |
Accountancy firm EIN | 2018-12-31 | 141604297 |
2017 : INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-1,644 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-1,644 |
Total income from all sources (including contributions) | 2017-12-31 | $440,405 |
Total loss/gain on sale of assets | 2017-12-31 | $88,698 |
Total of all expenses incurred | 2017-12-31 | $44,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $1,085,475 |
Value of total assets at beginning of year | 2017-12-31 | $689,431 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $25,721 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | 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 | $1,830 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $937,510 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $625,918 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $117,371 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $43,458 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 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 | $30,594 |
Employer contributions (assets) at end of year | 2017-12-31 | $30,594 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $20,055 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $42,531 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $88,698 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | RBT, CPAS, LLP |
Accountancy firm EIN | 2017-12-31 | 141604297 |
2016 : INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $22,252 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $22,252 |
Total income from all sources (including contributions) | 2016-12-31 | $243,553 |
Total of all expenses incurred | 2016-12-31 | $3,365 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $689,431 |
Value of total assets at beginning of year | 2016-12-31 | $449,243 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $11,682 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | 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 | $1,315 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $625,918 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $428,017 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $43,458 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $10,949 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 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 | $20,055 |
Employer contributions (assets) at end of year | 2016-12-31 | $20,055 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $10,277 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,050 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | RBT, CPAS, LLP |
Accountancy firm EIN | 2016-12-31 | 141604297 |
2015 : INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-17,870 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-17,870 |
Total income from all sources (including contributions) | 2015-12-31 | $118,033 |
Total of all expenses incurred | 2015-12-31 | $5,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $449,243 |
Value of total assets at beginning of year | 2015-12-31 | $336,898 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $8,355 |
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 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | 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 |
Investment advisory and management fees | 2015-12-31 | $420 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $428,017 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $328,446 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $10,949 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $8,452 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 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 | $10,277 |
Employer contributions (assets) at end of year | 2015-12-31 | $10,277 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,268 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | VANACORE, DEBENEDICTUS, DIGOVANNI |
Accountancy firm EIN | 2015-12-31 | 141604297 |
2022: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: INDEPENDENT SUPPORT SERVICES, INC. 403(B) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | First time form 5500 has been submitted | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |