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INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 401k Plan overview

Plan NameINTERIOR OFFICE SOLUTIONS, INC. 401K PLAN
Plan identification number 001

INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INTERIOR OFFICE SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:INTERIOR OFFICE SOLUTIONS, INC.
Employer identification number (EIN):330894213
NAIC Classification:423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JESSE BAGLEY
0012016-01-01JESSE D. BAGLEY2017-06-29
0012015-01-01JESSE D. BAGLEY2016-05-16
0012014-01-01JESSE D. BAGLEY2015-02-03
0012013-01-01JESSE D. BAGLEY2014-07-22
0012012-01-01JESSE D. BAGLEY2013-07-26
0012011-01-01JESSE D. BAGLEY2012-08-17
0012010-01-01JESSE D. BAGLEY2011-07-26

Plan Statistics for INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN

401k plan membership statisitcs for INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN

Measure Date Value
2022: INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01191
Total number of active participants reported on line 7a of the Form 55002022-01-01172
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01208
Number of participants with account balances2022-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01177
Total number of active participants reported on line 7a of the Form 55002021-01-01155
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01191
Number of participants with account balances2021-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-01146
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01177
Number of participants with account balances2020-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01121
Total number of active participants reported on line 7a of the Form 55002019-01-01136
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01155
Number of participants with account balances2019-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01126
Total number of active participants reported on line 7a of the Form 55002018-01-01107
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01121
Number of participants with account balances2018-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01131
Total number of active participants reported on line 7a of the Form 55002017-01-01113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01126
Number of participants with account balances2017-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN

Measure Date Value
2022 : INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$203,326
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$43,052
Total income from all sources (including contributions)2022-12-31$256,860
Total of all expenses incurred2022-12-31$481,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$449,023
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,125,180
Value of total assets at end of year2022-12-31$4,703,345
Value of total assets at beginning of year2022-12-31$4,681,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,276
Total interest from all sources2022-12-31$527
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$722,751
Participant contributions at end of year2022-12-31$10,452
Participant contributions at beginning of year2022-12-31$14,055
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$193,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$43,052
Total non interest bearing cash at end of year2022-12-31$14,202
Total non interest bearing cash at beginning of year2022-12-31$6,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-224,439
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,660,293
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,681,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$32,276
Value of interest in pooled separate accounts at end of year2022-12-31$4,469,433
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,659,062
Interest on participant loans2022-12-31$527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,016
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-868,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$209,258
Employer contributions (assets) at end of year2022-12-31$209,258
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$449,023
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITHBROWN PC
Accountancy firm EIN2022-12-31222027092
2021 : INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$26,829
Total income from all sources (including contributions)2021-12-31$1,646,131
Total of all expenses incurred2021-12-31$273,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$255,401
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,095,834
Value of total assets at end of year2021-12-31$4,681,406
Value of total assets at beginning of year2021-12-31$3,281,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,828
Total interest from all sources2021-12-31$865
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$260,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$484,496
Participant contributions at end of year2021-12-31$14,055
Participant contributions at beginning of year2021-12-31$18,600
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$611,338
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$6,273
Total non interest bearing cash at beginning of year2021-12-31$3,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,372,902
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,681,406
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,281,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$4,659,062
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,258,400
Interest on participant loans2021-12-31$865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,647
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$549,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$255,401
Contract administrator fees2021-12-31$17,828
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$20,408
Total income from all sources (including contributions)2020-12-31$1,073,595
Total of all expenses incurred2020-12-31$129,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$116,433
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$671,091
Value of total assets at end of year2020-12-31$3,281,675
Value of total assets at beginning of year2020-12-31$2,317,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,285
Total interest from all sources2020-12-31$1,648
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$437,517
Participant contributions at end of year2020-12-31$18,600
Participant contributions at beginning of year2020-12-31$16,264
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$196,436
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$3,028
Total non interest bearing cash at beginning of year2020-12-31$2,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$943,877
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,281,675
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,317,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$6,714
Value of interest in pooled separate accounts at end of year2020-12-31$3,258,400
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,297,871
Interest on participant loans2020-12-31$1,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,130
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$400,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$37,138
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$116,433
Contract administrator fees2020-12-31$6,571
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2020-12-31410746749
2019 : INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$868,704
Total income from all sources (including contributions)2019-12-31$868,704
Total of all expenses incurred2019-12-31$277,969
Total of all expenses incurred2019-12-31$277,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$270,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$270,992
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$503,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$503,960
Value of total assets at end of year2019-12-31$2,317,390
Value of total assets at end of year2019-12-31$2,317,390
Value of total assets at beginning of year2019-12-31$1,726,655
Value of total assets at beginning of year2019-12-31$1,726,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,977
Total interest from all sources2019-12-31$1,027
Total interest from all sources2019-12-31$1,027
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$373,011
Contributions received from participants2019-12-31$373,011
Participant contributions at end of year2019-12-31$16,264
Participant contributions at end of year2019-12-31$16,264
Participant contributions at beginning of year2019-12-31$14,335
Participant contributions at beginning of year2019-12-31$14,335
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,432
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$2,125
Total non interest bearing cash at end of year2019-12-31$2,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$590,735
Value of net income/loss2019-12-31$590,735
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,317,390
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,726,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,297,871
Value of interest in pooled separate accounts at end of year2019-12-31$2,297,871
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,711,735
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,711,735
Interest on participant loans2019-12-31$1,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$585
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$363,717
Net investment gain/loss from pooled separate accounts2019-12-31$363,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$128,517
Contributions received in cash from employer2019-12-31$128,517
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$270,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$270,992
Contract administrator fees2019-12-31$6,977
Contract administrator fees2019-12-31$6,977
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm name2019-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm EIN2019-12-31330686301
Accountancy firm EIN2019-12-31330686301
2018 : INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$24,405
Total income from all sources (including contributions)2018-12-31$197,175
Total of all expenses incurred2018-12-31$89,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$77,397
Expenses. Certain deemed distributions of participant loans2018-12-31$6,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$329,786
Value of total assets at end of year2018-12-31$1,726,655
Value of total assets at beginning of year2018-12-31$1,594,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,683
Total interest from all sources2018-12-31$760
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$273,447
Participant contributions at end of year2018-12-31$14,335
Participant contributions at beginning of year2018-12-31$6,150
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$7,153
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$56,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$107,791
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,726,655
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,594,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,711,735
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,580,897
Interest on participant loans2018-12-31$760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$259
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-133,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$77,397
Contract administrator fees2018-12-31$5,683
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm EIN2018-12-31330686301
2017 : INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$748,398
Total of all expenses incurred2017-12-31$101,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$97,775
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$553,731
Value of total assets at end of year2017-12-31$1,594,459
Value of total assets at beginning of year2017-12-31$947,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,778
Total interest from all sources2017-12-31$150
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$200,739
Participant contributions at end of year2017-12-31$6,150
Participant contributions at end of year2017-12-31$7,153
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$352,992
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$646,845
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,594,459
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$947,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,580,897
Value of interest in pooled separate accounts at beginning of year2017-12-31$947,614
Interest on participant loans2017-12-31$150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$259
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$194,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$97,775
Contract administrator fees2017-12-31$3,778
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm EIN2017-12-31330686301

Form 5500 Responses for INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN

2022: INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERIOR OFFICE SOLUTIONS, INC. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47802
Policy instance 1
Insurance contract or identification number47802
Number of Individuals Covered141
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,805
Total amount of fees paid to insurance companyUSD $2,225
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,805
Amount paid for insurance broker fees2225
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47802
Policy instance 1
Insurance contract or identification number47802
Number of Individuals Covered113
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11,835
Total amount of fees paid to insurance companyUSD $875
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,840
Insurance broker organization code?3
Amount paid for insurance broker fees875
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47802
Policy instance 1
Insurance contract or identification number47802
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,737
Total amount of fees paid to insurance companyUSD $6,570
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,290
Amount paid for insurance broker fees6570
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47802
Policy instance 1
Insurance contract or identification number47802
Number of Individuals Covered78
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,939
Total amount of fees paid to insurance companyUSD $1,500
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,948
Insurance broker organization code?3
Amount paid for insurance broker fees1500
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47802
Policy instance 1
Insurance contract or identification number47802
Number of Individuals Covered65
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,629
Total amount of fees paid to insurance companyUSD $2,594
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,267
Amount paid for insurance broker fees2594
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered58
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,800
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,167
Insurance broker organization code?3
Insurance broker nameCROSSPLANS

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