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INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT 401k Plan overview

Plan NameINDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT
Plan identification number 001

INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT 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).
  • Money purchase (other than target benefit)
  • 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

INDIANA RETAIL COUNCIL, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDIANA RETAIL COUNCIL, INC.
Employer identification number (EIN):350242682
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01GRANT MONAHAN2013-10-15
0012011-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2012-09-26
0012010-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2011-08-17
0012009-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2010-10-15

Plan Statistics for INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT

401k plan membership statisitcs for INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT

Measure Date Value
2011: INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT

Measure Date Value
2011 : INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT 2011 401k financial data
Total income from all sources2011-12-31$57,339
Expenses. Total of all expenses incurred2011-12-31$750
Total plan assets at end of year2011-12-31$1,072,974
Total plan assets at beginning of year2011-12-31$1,016,163
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$9,797
Expenses. Other expenses not covered elsewhere2011-12-31$750
Other income received2011-12-31$18,152
Net income (gross income less expenses)2011-12-31$56,589
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,072,974
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,016,163
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$34
Total contributions received or receivable from employer(s)2011-12-31$29,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$29,390
Amount contributed by the employer to the plan for this plan year2011-12-31$29,390
2010 : INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT 2010 401k financial data
Total income from all sources2010-12-31$116,700
Expenses. Total of all expenses incurred2010-12-31$1,717
Total plan assets at end of year2010-12-31$1,016,163
Total plan assets at beginning of year2010-12-31$901,180
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$10,080
Expenses. Other expenses not covered elsewhere2010-12-31$1,717
Other income received2010-12-31$76,380
Net income (gross income less expenses)2010-12-31$114,983
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,016,163
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$901,180
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$34
Total contributions received or receivable from employer(s)2010-12-31$30,240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$24,293
Amount contributed by the employer to the plan for this plan year2010-12-31$24,293
2009 : INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$14,769
Amount contributed by the employer to the plan for this plan year2009-12-31$14,769

Form 5500 Responses for INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT

2011: INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INDIANA RETAIL COUNCIL, INC. PENSION PLAN & TRUST AGREEMENT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberK000018174
Policy instance 1
Insurance contract or identification numberK000018174
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberK000018815
Policy instance 2
Insurance contract or identification numberK000018815
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberK000018174
Policy instance 1
Insurance contract or identification numberK000018174
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberK000018815
Policy instance 2
Insurance contract or identification numberK000018815
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes

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