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Plan Name | INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | INSIGHT INVESTMENTS, INC. |
Employer identification number (EIN): | 330249383 |
NAIC Classification: | 811210 |
NAIC Description: | Electronic and Precision Equipment Repair and Maintenance |
Additional information about INSIGHT INVESTMENTS, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1980-04-16 |
Company Identification Number: | C0956883 |
Legal Registered Office Address: |
8901 S La Cienega Inglewood United States of America (USA) 90301 |
More information about INSIGHT INVESTMENTS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-01-01 | BOBBY HO | BOBBY HO | 2014-10-15 | |
001 | 2012-01-01 | BOBBY HO | |||
001 | 2011-01-01 | BOBBY HO | RICHARD HEARD | 2012-10-12 | |
001 | 2009-01-01 | RICHARD HEARD | |||
001 | 2009-01-01 | RICHARD HEARD |
Measure | Date | Value |
---|---|---|
2013: INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 279 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 237 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 36 |
Total of all active and inactive participants | 2013-01-01 | 273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 273 |
Number of participants with account balances | 2013-01-01 | 198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 6 |
2012: INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 239 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 36 |
Total of all active and inactive participants | 2012-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 275 |
Number of participants with account balances | 2012-01-01 | 191 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 6 |
2011: INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 246 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 241 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 29 |
Total of all active and inactive participants | 2011-01-01 | 270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 270 |
Number of participants with account balances | 2011-01-01 | 180 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
2009: INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 196 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 18 |
Total of all active and inactive participants | 2009-01-01 | 214 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 214 |
Number of participants with account balances | 2009-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 8 |
Measure | Date | Value |
---|---|---|
2013 : INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $26,420 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $26,420 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,642,111 |
Total loss/gain on sale of assets | 2013-12-31 | $1,921 |
Total of all expenses incurred | 2013-12-31 | $928,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $926,398 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,763,017 |
Value of total assets at end of year | 2013-12-31 | $12,930,305 |
Value of total assets at beginning of year | 2013-12-31 | $10,217,055 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,463 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $10,156 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $428,700 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $424,256 |
Administrative expenses professional fees incurred | 2013-12-31 | $2,254 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,236,137 |
Participant contributions at end of year | 2013-12-31 | $238,525 |
Participant contributions at beginning of year | 2013-12-31 | $218,337 |
Participant contributions at end of year | 2013-12-31 | $38,089 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $99,286 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $209 |
Total non interest bearing cash at end of year | 2013-12-31 | $361 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $62,403 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $2,713,250 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,930,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,217,055 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,278,936 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,543,070 |
Interest on participant loans | 2013-12-31 | $9,939 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,050,213 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,214,605 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,214,605 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $217 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,411,897 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $427,594 |
Employer contributions (assets) at end of year | 2013-12-31 | $12,768 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $4,444 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $926,398 |
Contract administrator fees | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $311,413 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $178,640 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $1,936,642 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,934,721 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HAYNIE & COMPANY, CPAS |
Accountancy firm EIN | 2013-12-31 | 330541034 |
2012 : INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-4,435 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-4,435 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Expenses. Interest paid | 2012-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,505,732 |
Total loss/gain on sale of assets | 2012-12-31 | $-493 |
Total of all expenses incurred | 2012-12-31 | $297,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $294,677 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,543,842 |
Value of total assets at end of year | 2012-12-31 | $10,217,055 |
Value of total assets at beginning of year | 2012-12-31 | $8,008,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,757 |
Total income from rents | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $9,037 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $321,857 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $316,528 |
Administrative expenses professional fees incurred | 2012-12-31 | $2,291 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,097,048 |
Participant contributions at end of year | 2012-12-31 | $218,337 |
Participant contributions at beginning of year | 2012-12-31 | $177,574 |
Participant contributions at beginning of year | 2012-12-31 | $27,161 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $62,038 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $466 |
Total non interest bearing cash at end of year | 2012-12-31 | $62,403 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $349 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $0 |
Value of net income/loss | 2012-12-31 | $2,208,298 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,217,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,008,757 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,543,070 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,587,473 |
Interest on participant loans | 2012-12-31 | $8,770 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
Interest earned on other investments | 2012-12-31 | $0 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,214,605 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,028,260 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,028,260 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $267 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $635,924 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $384,756 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $10,093 |
Income. Dividends from preferred stock | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $5,329 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $294,677 |
Contract administrator fees | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $178,640 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $177,847 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $285,200 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $285,693 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HAYNIE & COMPANY, CPAS |
Accountancy firm EIN | 2012-12-31 | 330541034 |
2011 : INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-47,250 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-47,250 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Expenses. Interest paid | 2011-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,268,979 |
Total loss/gain on sale of assets | 2011-12-31 | $2,022 |
Total of all expenses incurred | 2011-12-31 | $471,735 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $469,422 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,580,496 |
Value of total assets at end of year | 2011-12-31 | $8,008,757 |
Value of total assets at beginning of year | 2011-12-31 | $7,211,513 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,313 |
Total income from rents | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $11,587 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $208,212 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $205,182 |
Administrative expenses professional fees incurred | 2011-12-31 | $2,165 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,009,737 |
Participant contributions at end of year | 2011-12-31 | $177,574 |
Participant contributions at beginning of year | 2011-12-31 | $182,405 |
Participant contributions at end of year | 2011-12-31 | $27,161 |
Participant contributions at beginning of year | 2011-12-31 | $34,499 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $211,300 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $148 |
Total non interest bearing cash at end of year | 2011-12-31 | $349 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Income. Non cash contributions | 2011-12-31 | $0 |
Value of net income/loss | 2011-12-31 | $797,244 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,008,757 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,211,513 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,587,473 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,998,604 |
Interest on participant loans | 2011-12-31 | $11,103 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
Interest earned on other investments | 2011-12-31 | $42 |
Income. Interest from US Government securities | 2011-12-31 | $0 |
Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,028,260 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $830,746 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $830,746 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $442 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-486,088 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $359,459 |
Employer contributions (assets) at end of year | 2011-12-31 | $10,093 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $12,368 |
Income. Dividends from preferred stock | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $3,030 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $469,422 |
Contract administrator fees | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $177,847 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $152,891 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $271,667 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $269,645 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HAYNIE & COMPANY, CPAS |
Accountancy firm EIN | 2011-12-31 | 330541034 |
2010 : INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $38,715 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $38,715 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Expenses. Interest paid | 2010-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,171,502 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $258,348 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $256,070 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,368,016 |
Value of total assets at end of year | 2010-12-31 | $7,211,513 |
Value of total assets at beginning of year | 2010-12-31 | $5,298,359 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,278 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $10,743 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $145,281 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $144,969 |
Administrative expenses professional fees incurred | 2010-12-31 | $2,153 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $956,986 |
Participant contributions at end of year | 2010-12-31 | $182,405 |
Participant contributions at beginning of year | 2010-12-31 | $138,259 |
Participant contributions at end of year | 2010-12-31 | $34,499 |
Participant contributions at beginning of year | 2010-12-31 | $30,744 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $163,071 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $1,913,154 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,211,513 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,298,359 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,998,604 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,320,226 |
Interest on participant loans | 2010-12-31 | $10,072 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $830,746 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $752,956 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $752,956 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $671 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $608,747 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $247,959 |
Employer contributions (assets) at end of year | 2010-12-31 | $12,368 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $33,019 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $312 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $256,070 |
Contract administrator fees | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $152,891 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $23,155 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $287,581 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $287,581 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HAYNIE & COMPANY, CPAS |
Accountancy firm EIN | 2010-12-31 | 330541034 |
2009 : INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2013: INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |