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Plan Name | INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | INTEGRITY FINANCIAL PLANNING I |
Employer identification number (EIN): | 271960190 |
NAIC Classification: | 523900 |
Additional information about INTEGRITY FINANCIAL PLANNING I
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2010-02-22 |
Company Identification Number: | 0719552 |
Legal Registered Office Address: |
19 HIGHLAND AVE SW STE A ROANOKE United States of America (USA) 24016 |
More information about INTEGRITY FINANCIAL PLANNING I
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-03-01 |
Measure | Date | Value |
---|---|---|
2022: INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 12 |
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 | 2 |
Total of all active and inactive participants | 2022-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 14 |
Number of participants with account balances | 2022-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
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 | 2 |
Total of all active and inactive participants | 2021-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 14 |
Number of participants with account balances | 2021-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
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 | 1 |
Total of all active and inactive participants | 2020-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 10 |
Number of participants with account balances | 2020-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
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 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 8 |
Number of participants with account balances | 2019-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $56,201 |
Expenses. Total of all expenses incurred | 2022-12-31 | $10,754 |
Benefits paid (including direct rollovers) | 2022-12-31 | $9,843 |
Total plan assets at end of year | 2022-12-31 | $281,560 |
Total plan assets at beginning of year | 2022-12-31 | $236,113 |
Value of fidelity bond covering the plan | 2022-12-31 | $23,611 |
Total contributions received or receivable from participants | 2022-12-31 | $63,081 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-25,419 |
Net income (gross income less expenses) | 2022-12-31 | $45,447 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $281,560 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $236,113 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $18,539 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $911 |
2021 : INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $77,218 |
Expenses. Total of all expenses incurred | 2021-12-31 | $240 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $236,113 |
Total plan assets at beginning of year | 2021-12-31 | $159,135 |
Value of fidelity bond covering the plan | 2021-12-31 | $20,000 |
Total contributions received or receivable from participants | 2021-12-31 | $51,505 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $5,183 |
Net income (gross income less expenses) | 2021-12-31 | $76,978 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $236,113 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $159,135 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $20,530 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $240 |
2020 : INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $78,450 |
Expenses. Total of all expenses incurred | 2020-12-31 | $780 |
Benefits paid (including direct rollovers) | 2020-12-31 | $522 |
Total plan assets at end of year | 2020-12-31 | $159,135 |
Total plan assets at beginning of year | 2020-12-31 | $81,465 |
Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
Total contributions received or receivable from participants | 2020-12-31 | $44,127 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $19,543 |
Net income (gross income less expenses) | 2020-12-31 | $77,670 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $159,135 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $81,465 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $14,780 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $258 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
2019 : INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $55,136 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,338 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,405 |
Total plan assets at end of year | 2019-12-31 | $81,465 |
Total plan assets at beginning of year | 2019-12-31 | $29,667 |
Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
Total contributions received or receivable from participants | 2019-12-31 | $39,581 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $7,277 |
Net income (gross income less expenses) | 2019-12-31 | $51,798 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $81,465 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $29,667 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $8,278 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,933 |
2022: INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: INTEGRITY FINANCIAL PLANNING, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |