INTEGRATED ENGINEERING has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTEGRATED ENGINEERING RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: INTEGRATED ENGINEERING RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
| Total of all active and inactive participants | 2022-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 37 |
| Number of participants with account balances | 2022-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: INTEGRATED ENGINEERING RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
| Total of all active and inactive participants | 2021-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 32 |
| Number of participants with account balances | 2021-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: INTEGRATED ENGINEERING RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 30 |
| 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 | 6 |
| Total of all active and inactive participants | 2020-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 36 |
| Number of participants with account balances | 2020-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: INTEGRATED ENGINEERING RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 27 |
| 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 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 29 |
| Number of participants with account balances | 2019-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: INTEGRATED ENGINEERING RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 19 |
| 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 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 22 |
| Number of participants with account balances | 2018-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: INTEGRATED ENGINEERING RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
| 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 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 13 |
| Number of participants with account balances | 2017-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: INTEGRATED ENGINEERING RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 11 |
| Number of participants with account balances | 2016-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : INTEGRATED ENGINEERING RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $35,730 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $58,323 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $58,323 |
| Total plan assets at end of year | 2022-12-31 | $679,485 |
| Total plan assets at beginning of year | 2022-12-31 | $702,078 |
| Total contributions received or receivable from participants | 2022-12-31 | $145,371 |
| Other income received | 2022-12-31 | $-184,651 |
| Net income (gross income less expenses) | 2022-12-31 | $-22,593 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $679,485 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $702,078 |
| Assets. Value of participant loans | 2022-12-31 | $973 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $75,010 |
| 2021 : INTEGRATED ENGINEERING RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $232,850 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $9,979 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $9,979 |
| Total plan assets at end of year | 2021-12-31 | $702,078 |
| Total plan assets at beginning of year | 2021-12-31 | $479,207 |
| Total contributions received or receivable from participants | 2021-12-31 | $106,326 |
| Other income received | 2021-12-31 | $79,269 |
| Net income (gross income less expenses) | 2021-12-31 | $222,871 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $702,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $479,207 |
| Assets. Value of participant loans | 2021-12-31 | $1,775 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $47,255 |
| 2020 : INTEGRATED ENGINEERING RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $184,061 |
| Total plan assets at end of year | 2020-12-31 | $479,207 |
| Total plan assets at beginning of year | 2020-12-31 | $295,146 |
| Total contributions received or receivable from participants | 2020-12-31 | $66,148 |
| Other income received | 2020-12-31 | $78,492 |
| Net income (gross income less expenses) | 2020-12-31 | $184,061 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $479,207 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $295,146 |
| Assets. Value of participant loans | 2020-12-31 | $2,571 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $11,071 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $39,421 |
| 2019 : INTEGRATED ENGINEERING RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $134,370 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $5,951 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $5,951 |
| Total plan assets at end of year | 2019-12-31 | $295,146 |
| Total plan assets at beginning of year | 2019-12-31 | $166,727 |
| Total contributions received or receivable from participants | 2019-12-31 | $57,008 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $4,317 |
| Other income received | 2019-12-31 | $42,862 |
| Net income (gross income less expenses) | 2019-12-31 | $128,419 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $295,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $166,727 |
| Assets. Value of participant loans | 2019-12-31 | $3,216 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $55,577 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $30,183 |
| 2018 : INTEGRATED ENGINEERING RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $59,768 |
| Total plan assets at end of year | 2018-12-31 | $166,727 |
| Total plan assets at beginning of year | 2018-12-31 | $106,959 |
| Total contributions received or receivable from participants | 2018-12-31 | $47,410 |
| Other income received | 2018-12-31 | $-12,646 |
| Net income (gross income less expenses) | 2018-12-31 | $59,768 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $166,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $106,959 |
| Assets. Value of participant loans | 2018-12-31 | $3,931 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $30,475 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $25,004 |
| 2017 : INTEGRATED ENGINEERING RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $90,351 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,325 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,325 |
| Total plan assets at end of year | 2017-12-31 | $106,959 |
| Total plan assets at beginning of year | 2017-12-31 | $18,933 |
| Total contributions received or receivable from participants | 2017-12-31 | $55,144 |
| Other income received | 2017-12-31 | $9,992 |
| Net income (gross income less expenses) | 2017-12-31 | $88,026 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $106,959 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,933 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $3,960 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $25,215 |
| 2016 : INTEGRATED ENGINEERING RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $18,933 |
| Total plan assets at end of year | 2016-12-31 | $18,933 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Total contributions received or receivable from participants | 2016-12-31 | $12,933 |
| Other income received | 2016-12-31 | $146 |
| Net income (gross income less expenses) | 2016-12-31 | $18,933 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $18,933 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $5,854 |
| 2022: INTEGRATED ENGINEERING RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: INTEGRATED ENGINEERING RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: INTEGRATED ENGINEERING RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: INTEGRATED ENGINEERING RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: INTEGRATED ENGINEERING RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: INTEGRATED ENGINEERING RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: INTEGRATED ENGINEERING RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 125906 |
| Policy instance | 1 |
| Insurance contract or identification number | 125906 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,867 | | Total amount of fees paid to insurance company | USD $341 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,867 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 341 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 125906 |
| Policy instance | 1 |
| Insurance contract or identification number | 125906 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,199 | | Total amount of fees paid to insurance company | USD $282 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,199 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 282 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 125906 |
| Policy instance | 1 |
| Insurance contract or identification number | 125906 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,870 | | Total amount of fees paid to insurance company | USD $166 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,870 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 166 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 125906 |
| Policy instance | 1 |
| Insurance contract or identification number | 125906 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,320 | | Total amount of fees paid to insurance company | USD $106 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,155 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 106 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 125906 |
| Policy instance | 1 |
| Insurance contract or identification number | 125906 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $764 | | Total amount of fees paid to insurance company | USD $640 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 640 | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $535 | | Insurance broker name | WORLD EQUITY GROUP, INC. |
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