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INOVEX INFORMATION SYSTEM 401(K) PLAN 401k Plan overview

Plan NameINOVEX INFORMATION SYSTEM 401(K) PLAN
Plan identification number 001

INOVEX INFORMATION SYSTEM 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

INOVEX INFORMATION SYSTEMS, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:INOVEX INFORMATION SYSTEMS, INCORPORATED
Employer identification number (EIN):200789181
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INOVEX INFORMATION SYSTEM 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHANIE MAWHINNEY2024-10-10
0012022-01-01ROBERT PHIBBONS2023-10-11
0012022-01-01ROBERT PHIBBONS2024-02-26
0012021-01-01ROBERT PHIBBONS2022-10-11
0012020-01-01ROBERT PHIBBONS2021-10-07
0012019-01-01MEREDITH WOOD2020-10-14
0012018-01-01
0012017-01-01MEREDITH WOOD
0012017-01-01MEREDITH WOOD
0012016-01-01ROBERT PHIBBONS2017-09-07
0012016-01-01
0012015-01-01ROBERT PHIBBONS
0012014-01-01KRISTEN MADZARAC
0012013-01-01SHELIA BAESCH
0012010-01-01DANIEL WORTMAN2011-07-12

Financial Data on INOVEX INFORMATION SYSTEM 401(K) PLAN

Measure Date Value
2023 : INOVEX INFORMATION SYSTEM 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$10,870,860
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,030,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,936,789
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,658,017
Value of total assets at end of year2023-12-31$23,305,540
Value of total assets at beginning of year2023-12-31$15,464,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$93,333
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$10,336
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$613,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$613,638
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$615,261
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,681,379
Participant contributions at end of year2023-12-31$115,294
Participant contributions at beginning of year2023-12-31$96,158
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,771,480
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$116,335
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$7,840,738
Value of net assets at end of year (total assets less liabilities)2023-12-31$23,305,540
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$15,464,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$2,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$21,134,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$14,582,015
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$4,742
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$5,594
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$513,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$759,654
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,472,534
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$3,205,158
Employer contributions (assets) at end of year2023-12-31$1,542,636
Employer contributions (assets) at beginning of year2023-12-31$26,975
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,936,789
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$90,711
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31APRIO LLP
Accountancy firm EIN2023-12-31571157523
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$0
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$10,870,860
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,030,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,936,789
Expenses. Certain deemed distributions of participant loans2023-01-01$0
Value of total corrective distributions2023-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$7,658,017
Value of total assets at end of year2023-01-01$23,305,540
Value of total assets at beginning of year2023-01-01$15,464,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$93,333
Total income from rents2023-01-01$0
Total interest from all sources2023-01-01$10,336
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$613,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$613,638
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$615,261
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,681,379
Participant contributions at end of year2023-01-01$115,294
Participant contributions at beginning of year2023-01-01$96,158
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$1,771,480
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$116,335
Administrative expenses (other) incurred2023-01-01$0
Liabilities. Value of operating payables at end of year2023-01-01$0
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$7,840,738
Value of net assets at end of year (total assets less liabilities)2023-01-01$23,305,540
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$15,464,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$2,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$21,134,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$14,582,015
Value of interest in pooled separate accounts at end of year2023-01-01$0
Value of interest in pooled separate accounts at beginning of year2023-01-01$0
Interest on participant loans2023-01-01$4,742
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$5,594
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$0
Value of interest in common/collective trusts at beginning of year2023-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$513,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$759,654
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,472,534
Net investment gain/loss from pooled separate accounts2023-01-01$0
Net investment gain or loss from common/collective trusts2023-01-01$0
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$3,205,158
Employer contributions (assets) at end of year2023-01-01$1,542,636
Employer contributions (assets) at beginning of year2023-01-01$26,975
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,936,789
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$90,711
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$0
Aggregate carrying amount (costs) on sale of assets2023-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01APRIO LLP
Accountancy firm EIN2023-01-01571157523
2022 : INOVEX INFORMATION SYSTEM 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-696,087
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,917,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,844,076
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,327,348
Value of total assets at end of year2022-12-31$15,555,845
Value of total assets at beginning of year2022-12-31$18,169,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,521
Total interest from all sources2022-12-31$9,245
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$432,579
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$432,579
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$615,261
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$1,326,032
Participant contributions at end of year2022-12-31$96,158
Participant contributions at beginning of year2022-12-31$82,767
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$2,261
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$227,343
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$73,521
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-2,613,684
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,555,845
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,169,529
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,582,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,414,171
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$3,543
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$5,702
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$875,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$669,262
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,465,259
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$773,973
Employer contributions (assets) at end of year2022-12-31$1,684
Employer contributions (assets) at beginning of year2022-12-31$1,068
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,844,076
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SAGGAR & ROSENBERG, PC.
Accountancy firm EIN2022-12-31522190100
Unrealized appreciation/depreciation of real estate assets2022-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$0
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$0
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-787,130
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,917,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,827,055
Expenses. Certain deemed distributions of participant loans2022-01-01$17,021
Value of total corrective distributions2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,352,639
Value of total assets at end of year2022-01-01$15,464,802
Value of total assets at beginning of year2022-01-01$18,169,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$73,521
Total interest from all sources2022-01-01$9,245
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$432,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$432,579
Assets. Real estate other than employer real property at end of year2022-01-01$0
Assets. Real estate other than employer real property at beginning of year2022-01-01$0
Administrative expenses professional fees incurred2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$615,261
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,326,032
Participant contributions at end of year2022-01-01$96,158
Participant contributions at beginning of year2022-01-01$82,767
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$2,261
Assets. Other investments not covered elsewhere at end of year2022-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$252,634
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Assets. Loans (other than to participants) at end of year2022-01-01$0
Assets. Loans (other than to participants) at beginning of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Other income not declared elsewhere2022-01-01$0
Administrative expenses (other) incurred2022-01-01$73,521
Liabilities. Value of operating payables at end of year2022-01-01$0
Liabilities. Value of operating payables at beginning of year2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-2,704,727
Value of net assets at end of year (total assets less liabilities)2022-01-01$15,464,802
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$18,169,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$0
Assets. partnership/joint venture interests at beginning of year2022-01-01$0
Investment advisory and management fees2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$14,582,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$17,414,171
Value of interest in pooled separate accounts at end of year2022-01-01$0
Value of interest in pooled separate accounts at beginning of year2022-01-01$0
Interest on participant loans2022-01-01$3,543
Income. Interest from loans (other than to participants)2022-01-01$0
Interest earned on other investments2022-01-01$5,702
Income. Interest from US Government securities2022-01-01$0
Income. Interest from corporate debt instruments2022-01-01$0
Value of interest in master investment trust accounts at end of year2022-01-01$0
Value of interest in master investment trust accounts at beginning of year2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$0
Value of interest in common/collective trusts at beginning of year2022-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$759,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$669,262
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Asset value of US Government securities at end of year2022-01-01$0
Asset value of US Government securities at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,581,593
Net investment gain/loss from pooled separate accounts2022-01-01$0
Net investment gain or loss from common/collective trusts2022-01-01$0
Net gain/loss from 103.12 investment entities2022-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$0
Assets. Invements in employer securities at beginning of year2022-01-01$0
Assets. Value of employer real property at end of year2022-01-01$0
Assets. Value of employer real property at beginning of year2022-01-01$0
Contributions received in cash from employer2022-01-01$773,973
Employer contributions (assets) at end of year2022-01-01$26,975
Employer contributions (assets) at beginning of year2022-01-01$1,068
Income. Dividends from preferred stock2022-01-01$0
Income. Dividends from common stock2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,827,055
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$0
Contract administrator fees2022-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$0
Liabilities. Value of benefit claims payable at end of year2022-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$0
Aggregate carrying amount (costs) on sale of assets2022-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2022-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-01$0
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01SAGGAR & ROSENBERG, PC.
Accountancy firm EIN2022-01-01522190100
2021 : INOVEX INFORMATION SYSTEM 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,783,153
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,092,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,021,951
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,439,531
Value of total assets at end of year2021-12-31$18,169,529
Value of total assets at beginning of year2021-12-31$14,479,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,388
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$7,585
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,640,850
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$1,640,850
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$615,261
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,274,709
Participant contributions at end of year2021-12-31$82,767
Participant contributions at beginning of year2021-12-31$69,615
Participant contributions at end of year2021-12-31$2,261
Participant contributions at beginning of year2021-12-31$75
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$390,084
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$70,388
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$3,690,282
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,169,529
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,479,247
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,414,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,022,800
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$2,691
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$4,894
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$669,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$378,749
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$695,187
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$774,738
Employer contributions (assets) at end of year2021-12-31$1,068
Employer contributions (assets) at beginning of year2021-12-31$8,008
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,021,951
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SAGGAR & ROSENBERG, PC.
Accountancy firm EIN2021-12-31522190100
2020 : INOVEX INFORMATION SYSTEM 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,221,639
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$935,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$889,011
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,143,094
Value of total assets at end of year2020-12-31$14,479,247
Value of total assets at beginning of year2020-12-31$11,193,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,818
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$8,022
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$353,941
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$353,941
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$615,261
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,298,041
Participant contributions at end of year2020-12-31$69,615
Participant contributions at beginning of year2020-12-31$129,397
Participant contributions at end of year2020-12-31$75
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$41,039
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$46,818
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$3,285,810
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,479,247
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,193,437
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,022,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,117,643
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$5,784
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$2,238
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$378,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$504,671
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,716,582
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$804,014
Employer contributions (assets) at end of year2020-12-31$8,008
Employer contributions (assets) at beginning of year2020-12-31$441,726
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$889,011
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SAGGAR & ROSENBERG, PC.
Accountancy firm EIN2020-12-31522190100
2019 : INOVEX INFORMATION SYSTEM 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,620,803
Total income from all sources (including contributions)2019-12-31$4,620,803
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,638,846
Total of all expenses incurred2019-12-31$2,638,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,590,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,590,046
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,494,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,494,169
Value of total assets at end of year2019-12-31$11,193,437
Value of total assets at beginning of year2019-12-31$9,211,480
Value of total assets at beginning of year2019-12-31$9,211,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,800
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$10,828
Total interest from all sources2019-12-31$10,828
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$262,389
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$262,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$262,389
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$262,389
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$615,261
Value of fidelity bond cover2019-12-31$615,261
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,074,308
Contributions received from participants2019-12-31$1,074,308
Participant contributions at end of year2019-12-31$129,397
Participant contributions at end of year2019-12-31$129,397
Participant contributions at beginning of year2019-12-31$32,420
Participant contributions at beginning of year2019-12-31$32,420
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$277,762
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$277,762
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,247
Other income not declared elsewhere2019-12-31$1,247
Administrative expenses (other) incurred2019-12-31$48,800
Administrative expenses (other) incurred2019-12-31$48,800
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,981,957
Value of net income/loss2019-12-31$1,981,957
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,193,437
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,193,437
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,211,480
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,211,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,117,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,117,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,911,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,911,736
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$5,687
Interest on participant loans2019-12-31$5,687
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$5,141
Interest earned on other investments2019-12-31$5,141
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$504,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$504,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$267,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$267,324
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,852,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,852,170
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,142,099
Contributions received in cash from employer2019-12-31$1,142,099
Employer contributions (assets) at end of year2019-12-31$441,726
Employer contributions (assets) at end of year2019-12-31$441,726
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,590,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,590,046
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SAGGAR & ROSENBERG, PC.
Accountancy firm name2019-12-31SAGGAR & ROSENBERG, PC.
Accountancy firm EIN2019-12-31522190100
Accountancy firm EIN2019-12-31522190100
2018 : INOVEX INFORMATION SYSTEM 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,889,236
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$642,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$601,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,704,333
Value of total assets at end of year2018-12-31$9,211,480
Value of total assets at beginning of year2018-12-31$7,964,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,987
Total interest from all sources2018-12-31$3,595
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$331,679
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$331,679
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$615,261
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$861,213
Participant contributions at end of year2018-12-31$32,420
Participant contributions at beginning of year2018-12-31$20,425
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,343,746
Other income not declared elsewhere2018-12-31$514
Administrative expenses (other) incurred2018-12-31$40,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,246,797
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,211,480
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,964,683
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,911,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,636,762
Interest on participant loans2018-12-31$1,262
Interest earned on other investments2018-12-31$2,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$267,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$307,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,150,885
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$499,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$601,452
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SAGGAR & ROSENBERG, PC.
Accountancy firm EIN2018-12-31522190100
2017 : INOVEX INFORMATION SYSTEM 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,598,642
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,165,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,130,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,416,562
Value of total assets at end of year2017-12-31$7,964,683
Value of total assets at beginning of year2017-12-31$6,531,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,377
Total interest from all sources2017-12-31$3,259
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$198,666
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$615,261
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$817,967
Participant contributions at end of year2017-12-31$20,425
Participant contributions at beginning of year2017-12-31$19,353
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$128,334
Other income not declared elsewhere2017-12-31$25
Administrative expenses (other) incurred2017-12-31$35,377
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$1,433,230
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,964,683
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,531,453
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,636,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,210,148
Interest on participant loans2017-12-31$692
Interest earned on other investments2017-12-31$2,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$307,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$301,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,178,796
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$470,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,130,035
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SAGGAR & ROSENBERG, PC.
Accountancy firm EIN2017-12-31522190100
2016 : INOVEX INFORMATION SYSTEM 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,936,046
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,349,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,332,683
Expenses. Certain deemed distributions of participant loans2016-12-31$4,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,375,363
Value of total assets at end of year2016-12-31$6,531,453
Value of total assets at beginning of year2016-12-31$5,944,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,970
Total interest from all sources2016-12-31$4,335
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$181,175
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$181,175
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$615,261
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$807,472
Participant contributions at end of year2016-12-31$19,353
Participant contributions at beginning of year2016-12-31$95,019
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$108,431
Other income not declared elsewhere2016-12-31$1,297
Administrative expenses (other) incurred2016-12-31$11,970
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$586,598
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,531,453
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,944,855
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,210,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,419,100
Income. Interest from loans (other than to participants)2016-12-31$1,126
Interest earned on other investments2016-12-31$3,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$301,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$430,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$373,876
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$459,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,332,683
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SAGGAR & ROSENBERG, PC.
Accountancy firm EIN2016-12-31522190100
2015 : INOVEX INFORMATION SYSTEM 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,494,536
Expenses. Total of all expenses incurred2015-12-31$1,225,866
Benefits paid (including direct rollovers)2015-12-31$1,225,041
Total plan assets at end of year2015-12-31$5,944,855
Total plan assets at beginning of year2015-12-31$5,676,185
Value of fidelity bond covering the plan2015-12-31$615,261
Total contributions received or receivable from participants2015-12-31$789,971
Expenses. Other expenses not covered elsewhere2015-12-31$825
Contributions received from other sources (not participants or employers)2015-12-31$374,740
Other income received2015-12-31$-150,219
Net income (gross income less expenses)2015-12-31$268,670
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,944,855
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,676,185
Assets. Value of participant loans2015-12-31$95,019
Total contributions received or receivable from employer(s)2015-12-31$480,044
2014 : INOVEX INFORMATION SYSTEM 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$1,203,589
Expenses. Total of all expenses incurred2014-12-31$286,716
Benefits paid (including direct rollovers)2014-12-31$286,288
Total plan assets at end of year2014-12-31$5,676,185
Total plan assets at beginning of year2014-12-31$4,759,312
Total contributions received or receivable from participants2014-12-31$580,912
Expenses. Other expenses not covered elsewhere2014-12-31$428
Contributions received from other sources (not participants or employers)2014-12-31$391
Other income received2014-12-31$278,919
Net income (gross income less expenses)2014-12-31$916,873
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,676,185
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,759,312
Assets. Value of participant loans2014-12-31$109,185
Total contributions received or receivable from employer(s)2014-12-31$343,367
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : INOVEX INFORMATION SYSTEM 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$1,724,944
Expenses. Total of all expenses incurred2013-12-31$506,278
Benefits paid (including direct rollovers)2013-12-31$505,766
Total plan assets at end of year2013-12-31$4,759,312
Total plan assets at beginning of year2013-12-31$3,540,646
Total contributions received or receivable from participants2013-12-31$516,320
Expenses. Other expenses not covered elsewhere2013-12-31$512
Contributions received from other sources (not participants or employers)2013-12-31$182,457
Other income received2013-12-31$677,876
Net income (gross income less expenses)2013-12-31$1,218,666
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,759,312
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,540,646
Assets. Value of participant loans2013-12-31$76,181
Total contributions received or receivable from employer(s)2013-12-31$348,291
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0

Form 5500 Responses for INOVEX INFORMATION SYSTEM 401(K) PLAN

2023: INOVEX INFORMATION SYSTEM 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INOVEX INFORMATION SYSTEM 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INOVEX INFORMATION SYSTEM 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INOVEX INFORMATION SYSTEM 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INOVEX INFORMATION SYSTEM 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INOVEX INFORMATION SYSTEM 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INOVEX INFORMATION SYSTEM 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INOVEX INFORMATION SYSTEM 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INOVEX INFORMATION SYSTEM 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INOVEX INFORMATION SYSTEM 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: INOVEX INFORMATION SYSTEM 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860404
Policy instance 1
Insurance contract or identification number860404
Number of Individuals Covered308
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860404
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860404
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860404
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1198
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1198
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number771198
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825918
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1198
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825918
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825918
Policy instance 1

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