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IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameIMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • 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

IMAGING OFFICE SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:IMAGING OFFICE SYSTEMS, INC.
Employer identification number (EIN):351287032
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01E. BRIAN KOPACK2023-10-03 E. BRIAN KOPACK2023-10-03
0022021-01-01BRIAN KOPACK2022-10-10 BRIAN KOPACK2022-10-10
0022020-01-01BRIAN KOPACK2021-09-21
0022019-01-01
0022018-01-01
0022017-01-01BRIAN KOPACK
0022016-01-01BRIAN KOPACK
0022015-01-01BRIAN KOPACK

Plan Statistics for IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0179
Total number of active participants reported on line 7a of the Form 55002022-01-0159
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-0179
Number of participants with account balances2022-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0187
Total number of active participants reported on line 7a of the Form 55002021-01-0164
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-0179
Number of participants with account balances2021-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0188
Total number of active participants reported on line 7a of the Form 55002020-01-0164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0183
Number of participants with account balances2020-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0190
Total number of active participants reported on line 7a of the Form 55002019-01-0173
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0188
Number of participants with account balances2019-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0182
Total number of active participants reported on line 7a of the Form 55002018-01-0178
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0185
Number of participants with account balances2018-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0189
Total number of active participants reported on line 7a of the Form 55002017-01-0173
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0177
Number of participants with account balances2017-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0185
Total number of active participants reported on line 7a of the Form 55002016-01-0175
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0184
Number of participants with account balances2016-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0183
Total number of active participants reported on line 7a of the Form 55002015-01-0177
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0179
Number of participants with account balances2015-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$3,375,000
Total plan liabilities at beginning of year2022-12-31$3,600,244
Total income from all sources2022-12-31$295,866
Expenses. Total of all expenses incurred2022-12-31$70,866
Total plan assets at end of year2022-12-31$5
Total plan assets at beginning of year2022-12-31$249
Value of fidelity bond covering the plan2022-12-31$500,000
Expenses. Other expenses not covered elsewhere2022-12-31$70,866
Net income (gross income less expenses)2022-12-31$225,000
Net plan assets at end of year (total assets less liabilities)2022-12-31$-3,374,995
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$-3,599,995
Assets. Value of employer securities2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$295,866
2021 : IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$3,600,244
Total plan liabilities at beginning of year2021-12-31$3,857,602
Total income from all sources2021-12-31$-1,160,271
Expenses. Total of all expenses incurred2021-12-31$96,622
Benefits paid (including direct rollovers)2021-12-31$21,256
Total plan assets at end of year2021-12-31$249
Total plan assets at beginning of year2021-12-31$1,514,500
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$75,366
Other income received2021-12-31$-1,481,898
Net income (gross income less expenses)2021-12-31$-1,256,893
Net plan assets at end of year (total assets less liabilities)2021-12-31$-3,599,995
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$-2,343,102
Assets. Value of employer securities2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$321,627
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$3,857,602
Total plan liabilities at beginning of year2020-12-31$1,892,835
Total income from all sources2020-12-31$-2,552,491
Expenses. Total of all expenses incurred2020-12-31$125,058
Benefits paid (including direct rollovers)2020-12-31$44,970
Total plan assets at end of year2020-12-31$1,514,500
Total plan assets at beginning of year2020-12-31$2,227,282
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$80,088
Other income received2020-12-31$-2,902,549
Net income (gross income less expenses)2020-12-31$-2,677,549
Net plan assets at end of year (total assets less liabilities)2020-12-31$-2,343,102
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$334,447
Assets. Value of employer securities2020-12-31$1,481,898
Total contributions received or receivable from employer(s)2020-12-31$350,058
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,892,835
Total plan liabilities at beginning of year2019-12-31$2,097,787
Total income from all sources2019-12-31$113,257
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$2,227,282
Total plan assets at beginning of year2019-12-31$2,318,977
Value of fidelity bond covering the plan2019-12-31$150,000
Other income received2019-12-31$-196,109
Net income (gross income less expenses)2019-12-31$113,257
Net plan assets at end of year (total assets less liabilities)2019-12-31$334,447
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$221,190
Assets. Value of employer securities2019-12-31$334,447
Total contributions received or receivable from employer(s)2019-12-31$309,366
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$2,097,787
Total income from all sources2018-12-31$34,264
Expenses. Total of all expenses incurred2018-12-31$1,401
Benefits paid (including direct rollovers)2018-12-31$1,401
Total plan assets at end of year2018-12-31$2,318,977
Total plan assets at beginning of year2018-12-31$188,327
Value of fidelity bond covering the plan2018-12-31$150,000
Other income received2018-12-31$-280,756
Net income (gross income less expenses)2018-12-31$32,863
Net plan assets at end of year (total assets less liabilities)2018-12-31$221,190
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$188,327
Assets. Value of employer securities2018-12-31$221,190
Total contributions received or receivable from employer(s)2018-12-31$315,020
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources2017-12-31$85,595
Expenses. Total of all expenses incurred2017-12-31$9,712
Benefits paid (including direct rollovers)2017-12-31$9,712
Total plan assets at end of year2017-12-31$188,327
Total plan assets at beginning of year2017-12-31$112,444
Value of fidelity bond covering the plan2017-12-31$150,000
Other income received2017-12-31$75,883
Net income (gross income less expenses)2017-12-31$75,883
Net plan assets at end of year (total assets less liabilities)2017-12-31$188,327
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$112,444
Assets. Value of employer securities2017-12-31$188,327
Total contributions received or receivable from employer(s)2017-12-31$9,712
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-12-31$16,972
Expenses. Total of all expenses incurred2016-12-31$1,717
Benefits paid (including direct rollovers)2016-12-31$1,717
Total plan assets at end of year2016-12-31$112,444
Total plan assets at beginning of year2016-12-31$97,189
Value of fidelity bond covering the plan2016-12-31$150,000
Other income received2016-12-31$16,972
Net income (gross income less expenses)2016-12-31$15,255
Net plan assets at end of year (total assets less liabilities)2016-12-31$112,444
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$97,189
Assets. Value of employer securities2016-12-31$112,444
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-12-31$97,189
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$97,189
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$150,000
Other income received2015-12-31$-34,981
Net income (gross income less expenses)2015-12-31$97,189
Net plan assets at end of year (total assets less liabilities)2015-12-31$97,189
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Assets. Value of employer securities2015-12-31$97,189
Total contributions received or receivable from employer(s)2015-12-31$132,170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IMAGING OFFICE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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