I.S.E.L., LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST
401k plan membership statisitcs for I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST
Measure | Date | Value |
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2021: I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 31 |
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 | 15 |
Total of all active and inactive participants | 2020-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 46 |
Number of participants with account balances | 2020-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 30 |
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 | 18 |
Total of all active and inactive participants | 2019-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 48 |
Number of participants with account balances | 2019-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 49 |
Number of participants with account balances | 2018-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 47 |
Number of participants with account balances | 2017-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
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2021 : I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $-1,387,257 |
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 | $45,433 |
Expenses. Total of all expenses incurred | 2021-12-31 | $202,454 |
Benefits paid (including direct rollovers) | 2021-12-31 | $202,454 |
Total plan assets at end of year | 2021-12-31 | $0 |
Total plan assets at beginning of year | 2021-12-31 | $1,544,278 |
Value of fidelity bond covering the plan | 2021-12-31 | $78,000 |
Other income received | 2021-12-31 | $45,433 |
Net income (gross income less expenses) | 2021-12-31 | $-157,021 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,544,278 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2020 401k financial data |
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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 | $421,275 |
Expenses. Total of all expenses incurred | 2020-12-31 | $143,090 |
Benefits paid (including direct rollovers) | 2020-12-31 | $140,263 |
Total plan assets at end of year | 2020-12-31 | $1,596,928 |
Total plan assets at beginning of year | 2020-12-31 | $1,318,743 |
Value of fidelity bond covering the plan | 2020-12-31 | $78,000 |
Total contributions received or receivable from participants | 2020-12-31 | $173,527 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $577 |
Other income received | 2020-12-31 | $165,109 |
Net income (gross income less expenses) | 2020-12-31 | $278,185 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,596,928 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,318,743 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $82,639 |
Value of corrective distributions | 2020-12-31 | $2,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $250 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2019 401k financial data |
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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 | $389,354 |
Expenses. Total of all expenses incurred | 2019-12-31 | $127,565 |
Benefits paid (including direct rollovers) | 2019-12-31 | $127,415 |
Total plan assets at end of year | 2019-12-31 | $1,318,743 |
Total plan assets at beginning of year | 2019-12-31 | $1,056,954 |
Value of fidelity bond covering the plan | 2019-12-31 | $78,000 |
Total contributions received or receivable from participants | 2019-12-31 | $107,253 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $23,141 |
Other income received | 2019-12-31 | $186,604 |
Net income (gross income less expenses) | 2019-12-31 | $261,789 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,318,743 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,056,954 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $72,356 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $150 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $122,446 |
Expenses. Total of all expenses incurred | 2018-12-31 | $281,176 |
Benefits paid (including direct rollovers) | 2018-12-31 | $276,867 |
Total plan assets at end of year | 2018-12-31 | $1,056,954 |
Total plan assets at beginning of year | 2018-12-31 | $1,215,684 |
Value of fidelity bond covering the plan | 2018-12-31 | $78,000 |
Total contributions received or receivable from participants | 2018-12-31 | $101,429 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $3 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $6,190 |
Other income received | 2018-12-31 | $-47,383 |
Net income (gross income less expenses) | 2018-12-31 | $-158,730 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,056,954 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,215,684 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $62,210 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,306 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $316,109 |
Expenses. Total of all expenses incurred | 2017-12-31 | $39,914 |
Benefits paid (including direct rollovers) | 2017-12-31 | $35,784 |
Total plan assets at end of year | 2017-12-31 | $1,215,684 |
Total plan assets at beginning of year | 2017-12-31 | $939,489 |
Value of fidelity bond covering the plan | 2017-12-31 | $78,000 |
Total contributions received or receivable from participants | 2017-12-31 | $118,902 |
Other income received | 2017-12-31 | $120,083 |
Net income (gross income less expenses) | 2017-12-31 | $276,195 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,215,684 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $939,489 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $77,124 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,130 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2021: I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2021 form 5500 responses |
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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 | Yes |
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 – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2020 form 5500 responses |
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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 – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2019 form 5500 responses |
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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 – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2018 form 5500 responses |
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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 – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: I. S. E. L. , LLC 401(K) RETIREMENT PLAN AND TRUST 2017 form 5500 responses |
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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 – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 81B966 |
Policy instance | 1 |
Insurance contract or identification number | 81B966 | Number of Individuals Covered | 0 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 81B966 |
Policy instance | 1 |
Insurance contract or identification number | 81B966 | Number of Individuals Covered | 46 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $3,599 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,599 | Insurance broker organization code? | 3 |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 81B966 |
Policy instance | 1 |
Insurance contract or identification number | 81B966 | Number of Individuals Covered | 44 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,871 | Total amount of fees paid to insurance company | USD $1,250 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $2,871 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1250 | Additional information about fees paid to insurance broker | TRANSFER AND COMPLIANCE |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 104301 |
Policy instance | 1 |
Insurance contract or identification number | 104301 | Number of Individuals Covered | 43 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $2,778 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,778 | Insurance broker organization code? | 3 | Insurance broker name | MILLER MILLER BRADWISH & MILLER |
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