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Plan Name | INTER IKEA RETIREMENT AND SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | IKEA PURCHASING SERVICES (US) INC. |
Employer identification number (EIN): | 232486935 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about IKEA PURCHASING SERVICES (US) INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2005-06-28 |
Company Identification Number: | 0800511442 |
Legal Registered Office Address: |
2200 RENAISSANCE BLVD STE 400 KNG OF PRUSSA United States of America (USA) 19406 |
More information about IKEA PURCHASING SERVICES (US) INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | LINDSEY CZERPAK | 2023-10-11 | OMAR CHOUDHRY | 2023-10-11 |
001 | 2021-01-01 | SUSAN PATROSKI | 2022-10-10 | ||
001 | 2020-01-01 | SUSAN PATROSKI | 2021-09-03 | ||
001 | 2019-01-01 | SUSAN PATROSKI | 2020-10-08 | ||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | BRIAN DIEROLF |
Measure | Date | Value |
---|---|---|
2022: INTER IKEA RETIREMENT AND SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 216 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 217 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 88 |
Total of all active and inactive participants | 2022-01-01 | 305 |
Total participants | 2022-01-01 | 305 |
Number of participants with account balances | 2022-01-01 | 294 |
2021: INTER IKEA RETIREMENT AND SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 216 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 71 |
Total of all active and inactive participants | 2021-01-01 | 287 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 287 |
Number of participants with account balances | 2021-01-01 | 274 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: INTER IKEA RETIREMENT AND SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 269 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 46 |
Total of all active and inactive participants | 2020-01-01 | 249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 249 |
Number of participants with account balances | 2020-01-01 | 240 |
2019: INTER IKEA RETIREMENT AND SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 223 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 79 |
Total of all active and inactive participants | 2019-01-01 | 302 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 302 |
Number of participants with account balances | 2019-01-01 | 265 |
2018: INTER IKEA RETIREMENT AND SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 224 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 223 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 20 |
Total of all active and inactive participants | 2018-01-01 | 243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 243 |
Number of participants with account balances | 2018-01-01 | 229 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: INTER IKEA RETIREMENT AND SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 224 |
Number of participants with account balances | 2017-01-01 | 206 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : INTER IKEA RETIREMENT AND SAVINGS PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-14,663 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-14,663 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,952,951 |
Total loss/gain on sale of assets | 2022-12-31 | $814 |
Total of all expenses incurred | 2022-12-31 | $1,120,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,119,053 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,361,191 |
Value of total assets at end of year | 2022-12-31 | $28,993,885 |
Value of total assets at beginning of year | 2022-12-31 | $33,067,224 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,335 |
Total interest from all sources | 2022-12-31 | $27,368 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,305,026 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,304,646 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,991,378 |
Participant contributions at end of year | 2022-12-31 | $550,326 |
Participant contributions at beginning of year | 2022-12-31 | $444,547 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $343,978 |
Administrative expenses (other) incurred | 2022-12-31 | $1,335 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,073,339 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $28,993,885 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $33,067,224 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $27,794,728 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $31,972,276 |
Interest on participant loans | 2022-12-31 | $22,906 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $326,765 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $249,777 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $244,377 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $315,055 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $315,055 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $4,462 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,538,023 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-94,664 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,025,835 |
Employer contributions (assets) at end of year | 2022-12-31 | $26,808 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $27,211 |
Income. Dividends from common stock | 2022-12-31 | $380 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,119,053 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $50,881 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $58,358 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $28,651 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $27,837 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : INTER IKEA RETIREMENT AND SAVINGS PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-492 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-492 |
Total income from all sources (including contributions) | 2021-12-31 | $7,861,987 |
Total loss/gain on sale of assets | 2021-12-31 | $10,440 |
Total of all expenses incurred | 2021-12-31 | $3,992,579 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,991,312 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,323,592 |
Value of total assets at end of year | 2021-12-31 | $33,067,224 |
Value of total assets at beginning of year | 2021-12-31 | $29,197,816 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,267 |
Total interest from all sources | 2021-12-31 | $25,202 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,291,573 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,290,601 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,913,418 |
Participant contributions at end of year | 2021-12-31 | $444,547 |
Participant contributions at beginning of year | 2021-12-31 | $487,002 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $446,941 |
Administrative expenses (other) incurred | 2021-12-31 | $1,267 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,869,408 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $33,067,224 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $29,197,816 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $31,972,276 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $27,239,146 |
Interest on participant loans | 2021-12-31 | $25,165 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $249,777 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $227,181 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $315,055 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,134,193 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,134,193 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $37 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,209,470 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,202 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $963,233 |
Employer contributions (assets) at end of year | 2021-12-31 | $27,211 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $28,727 |
Income. Dividends from common stock | 2021-12-31 | $972 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,991,312 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $58,358 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $81,567 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $127,533 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $117,093 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : INTER IKEA RETIREMENT AND SAVINGS PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $14,790 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $14,790 |
Total income from all sources (including contributions) | 2020-12-31 | $7,721,240 |
Total loss/gain on sale of assets | 2020-12-31 | $6,653 |
Total of all expenses incurred | 2020-12-31 | $1,636,280 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,636,280 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,272,245 |
Value of total assets at end of year | 2020-12-31 | $29,197,816 |
Value of total assets at beginning of year | 2020-12-31 | $23,112,856 |
Total interest from all sources | 2020-12-31 | $31,560 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $937,723 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $936,319 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,828,682 |
Participant contributions at end of year | 2020-12-31 | $487,002 |
Participant contributions at beginning of year | 2020-12-31 | $585,487 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $479,102 |
Other income not declared elsewhere | 2020-12-31 | $574 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $6,084,960 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $29,197,816 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $23,112,856 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $27,239,146 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $21,738,217 |
Interest on participant loans | 2020-12-31 | $29,246 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $227,181 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $173,946 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,134,193 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $509,917 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $509,917 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,314 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,454,395 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $3,300 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $964,461 |
Employer contributions (assets) at end of year | 2020-12-31 | $28,727 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $40,959 |
Income. Dividends from common stock | 2020-12-31 | $1,404 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,636,280 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $81,567 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $64,330 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $72,768 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $66,115 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : INTER IKEA RETIREMENT AND SAVINGS PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $12,702 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $12,702 |
Total income from all sources (including contributions) | 2019-12-31 | $6,967,766 |
Total loss/gain on sale of assets | 2019-12-31 | $3,047 |
Total of all expenses incurred | 2019-12-31 | $1,431,252 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,430,584 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,623,788 |
Value of total assets at end of year | 2019-12-31 | $23,112,856 |
Value of total assets at beginning of year | 2019-12-31 | $17,576,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $668 |
Total interest from all sources | 2019-12-31 | $35,794 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $905,697 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $904,697 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,548,263 |
Participant contributions at end of year | 2019-12-31 | $585,487 |
Participant contributions at beginning of year | 2019-12-31 | $483,287 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $203,696 |
Administrative expenses (other) incurred | 2019-12-31 | $668 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,536,514 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $23,112,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,576,342 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,738,217 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $16,155,967 |
Interest on participant loans | 2019-12-31 | $27,627 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $173,946 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $443,096 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $509,917 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $258,283 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $258,283 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $8,167 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,382,324 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $4,414 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $871,829 |
Employer contributions (assets) at end of year | 2019-12-31 | $40,959 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $11,612 |
Income. Dividends from common stock | 2019-12-31 | $1,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,430,584 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $64,330 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $224,097 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $16,385 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $13,338 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : INTER IKEA RETIREMENT AND SAVINGS PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-1,722 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-1,722 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Expenses. Interest paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,027,260 |
Total loss/gain on sale of assets | 2018-12-31 | $-946 |
Total of all expenses incurred | 2018-12-31 | $801,915 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $793,199 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,131,183 |
Value of total assets at end of year | 2018-12-31 | $17,576,342 |
Value of total assets at beginning of year | 2018-12-31 | $17,350,997 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,716 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $25,996 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,007,347 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,007,343 |
Assets. Real estate other than employer real property at end of year | 2018-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,312,151 |
Participant contributions at end of year | 2018-12-31 | $483,287 |
Participant contributions at beginning of year | 2018-12-31 | $393,572 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $86,695 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $8,716 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $225,345 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $17,576,342 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,350,997 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $16,155,967 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $16,542,600 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $22,654 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $26 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $443,096 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $167,692 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $258,283 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $191,112 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $191,112 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,316 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Asset value of US Government securities at end of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,141,545 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $7,145 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-198 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Assets. Value of employer real property at end of year | 2018-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $732,337 |
Employer contributions (assets) at end of year | 2018-12-31 | $11,612 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $20,099 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $4 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $793,199 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
Contract administrator fees | 2018-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $224,097 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $35,922 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $36,354 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $37,300 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : INTER IKEA RETIREMENT AND SAVINGS PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $3,669 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $3,669 |
Total transfer of assets to this plan | 2017-12-31 | $1,559,812 |
Total transfer of assets from this plan | 2017-12-31 | $1,002,589 |
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 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,623,232 |
Total loss/gain on sale of assets | 2017-12-31 | $-73 |
Total of all expenses incurred | 2017-12-31 | $356,259 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $352,750 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $928 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,839,653 |
Value of total assets at end of year | 2017-12-31 | $17,350,997 |
Value of total assets at beginning of year | 2017-12-31 | $12,526,801 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,581 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $16,095 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $829,568 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $829,547 |
Assets. Real estate other than employer real property at end of year | 2017-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,057,333 |
Participant contributions at end of year | 2017-12-31 | $393,572 |
Participant contributions at beginning of year | 2017-12-31 | $286,002 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $145,752 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $2,581 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $4,266,973 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $17,350,997 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,526,801 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $16,542,600 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $11,841,118 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $15,182 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $167,692 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $301,306 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $191,112 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $66,123 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $66,123 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $913 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,933,050 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,270 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Assets. Value of employer real property at end of year | 2017-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $636,568 |
Employer contributions (assets) at end of year | 2017-12-31 | $20,099 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $21 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $352,750 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
Contract administrator fees | 2017-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $35,922 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $32,252 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $459 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $532 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2022: INTER IKEA RETIREMENT AND SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INTER IKEA RETIREMENT AND SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: INTER IKEA RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: INTER IKEA RETIREMENT AND SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: INTER IKEA RETIREMENT AND SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: INTER IKEA RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |