AGENT511-ANG, LLC DBA INTERAPT, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: INTERAPT RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 153 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 137 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 75 |
Total of all active and inactive participants | 2022-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 212 |
Number of participants with account balances | 2022-01-01 | 180 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: INTERAPT RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 111 |
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 | 36 |
Total of all active and inactive participants | 2021-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 147 |
Number of participants with account balances | 2021-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: INTERAPT RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-11-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 128 |
Number of retired or separated participants receiving benefits | 2020-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 1 |
Total of all active and inactive participants | 2020-11-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 0 |
Total participants | 2020-11-01 | 129 |
Number of participants with account balances | 2020-11-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-11-01 | 0 |
Measure | Date | Value |
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2022 : INTERAPT RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $240,287 |
Total of all expenses incurred | 2022-12-31 | $72,914 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $62,751 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $302,317 |
Value of total assets at end of year | 2022-12-31 | $483,692 |
Value of total assets at beginning of year | 2022-12-31 | $316,319 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $10,163 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $26,063 |
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 | $26,063 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $100,000 |
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 | $302,317 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $5 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $10,163 |
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 | $167,373 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $483,692 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $316,319 |
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 | $483,398 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $316,314 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $294 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-88,093 |
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 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $62,751 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | STROTHMAN AND COMPANY |
Accountancy firm EIN | 2022-12-31 | 611191655 |
2021 : INTERAPT RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $305,474 |
Total of all expenses incurred | 2021-12-31 | $22,655 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $15,993 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $285,181 |
Value of total assets at end of year | 2021-12-31 | $316,319 |
Value of total assets at beginning of year | 2021-12-31 | $33,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,662 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $13,967 |
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 | $13,967 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $100,000 |
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 | $211,213 |
Participant contributions at end of year | 2021-12-31 | $5 |
Participant contributions at beginning of year | 2021-12-31 | $11,682 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $73,968 |
Administrative expenses (other) incurred | 2021-12-31 | $6,662 |
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 | $282,819 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $316,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $33,500 |
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 | $316,314 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $21,818 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $6,326 |
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 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $15,993 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | STROTHMAN & COMPANY |
Accountancy firm EIN | 2021-12-31 | 611191655 |
2020 : INTERAPT RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $33,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $32,905 |
Value of total assets at end of year | 2020-12-31 | $33,500 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $32,905 |
Participant contributions at end of year | 2020-12-31 | $11,682 |
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 | $33,500 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $33,500 |
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 | $21,818 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $595 |
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 |
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 |