INDIANA WESTERN EXPRESS has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2021 : IWX 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,752,687 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $900,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $846,325 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $480,374 |
Value of total assets at end of year | 2021-12-31 | $8,673,465 |
Value of total assets at beginning of year | 2021-12-31 | $7,820,816 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $53,713 |
Total interest from all sources | 2021-12-31 | $14,845 |
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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $480,374 |
Participant contributions at end of year | 2021-12-31 | $32,570 |
Participant contributions at beginning of year | 2021-12-31 | $20,354 |
Participant contributions at end of year | 2021-12-31 | $8,287 |
Participant contributions at beginning of year | 2021-12-31 | $7,899 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $852,649 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,673,465 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,820,816 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,025,547 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,810,503 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $1,565 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $13,280 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $607,061 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $982,060 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,257,468 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $846,325 |
Contract administrator fees | 2021-12-31 | $53,713 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ELLIOTT, ROBINSON & COMPANY, LLP |
Accountancy firm EIN | 2021-12-31 | 431189134 |
2020 : IWX 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,037,313 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $690,025 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $648,051 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $473,624 |
Value of total assets at end of year | 2020-12-31 | $7,820,816 |
Value of total assets at beginning of year | 2020-12-31 | $6,473,528 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $41,974 |
Total interest from all sources | 2020-12-31 | $8,580 |
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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $469,071 |
Participant contributions at end of year | 2020-12-31 | $20,354 |
Participant contributions at beginning of year | 2020-12-31 | $55,652 |
Participant contributions at end of year | 2020-12-31 | $7,899 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,553 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,347,288 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,820,816 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,473,528 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,810,503 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,218,322 |
Interest on participant loans | 2020-12-31 | $3,067 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $5,513 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $982,060 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $199,554 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,555,109 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $648,051 |
Contract administrator fees | 2020-12-31 | $41,974 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ELLIOTT, ROBINSON & COMPANY, LLP |
Accountancy firm EIN | 2020-12-31 | 431189134 |
2019 : IWX 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,736,775 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $661,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $616,607 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $404,574 |
Value of total assets at end of year | 2019-12-31 | $6,473,528 |
Value of total assets at beginning of year | 2019-12-31 | $5,397,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $44,470 |
Total interest from all sources | 2019-12-31 | $7,422 |
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 year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $400,306 |
Participant contributions at end of year | 2019-12-31 | $55,652 |
Participant contributions at beginning of year | 2019-12-31 | $67,896 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,268 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,075,698 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,473,528 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,397,830 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,218,322 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,066,500 |
Interest on participant loans | 2019-12-31 | $3,507 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,915 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $199,554 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $263,434 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,324,779 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $616,607 |
Contract administrator fees | 2019-12-31 | $44,470 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DUCKETT LADD LLP |
Accountancy firm EIN | 2019-12-31 | 473802730 |
2018 : IWX 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $142,812 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $559,202 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $506,230 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $423,378 |
Value of total assets at end of year | 2018-12-31 | $5,397,830 |
Value of total assets at beginning of year | 2018-12-31 | $5,814,220 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $52,972 |
Total interest from all sources | 2018-12-31 | $11,331 |
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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $418,160 |
Participant contributions at end of year | 2018-12-31 | $67,896 |
Participant contributions at beginning of year | 2018-12-31 | $83,992 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $7,056 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $5,218 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-416,390 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,397,830 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,814,220 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,066,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,208,512 |
Interest on participant loans | 2018-12-31 | $3,841 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $7,490 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $263,434 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $514,660 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-291,897 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $506,230 |
Contract administrator fees | 2018-12-31 | $52,972 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DUCKETT LADD LLP |
Accountancy firm EIN | 2018-12-31 | 473802730 |
2017 : IWX 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,274,837 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $464,772 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $456,085 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $384,043 |
Value of total assets at end of year | 2017-12-31 | $5,814,220 |
Value of total assets at beginning of year | 2017-12-31 | $5,004,155 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $8,687 |
Total interest from all sources | 2017-12-31 | $14,758 |
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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $379,895 |
Participant contributions at end of year | 2017-12-31 | $83,992 |
Participant contributions at beginning of year | 2017-12-31 | $118,136 |
Participant contributions at end of year | 2017-12-31 | $7,056 |
Participant contributions at beginning of year | 2017-12-31 | $6,676 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,148 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $19 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $810,065 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,814,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,004,155 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,208,512 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,370,090 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $5,074 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $9,684 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $514,660 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $509,234 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $876,036 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $456,085 |
Contract administrator fees | 2017-12-31 | $8,687 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DUCKETT LADD LLP |
Accountancy firm EIN | 2017-12-31 | 473802730 |
2016 : IWX 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $749,390 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $466,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $465,568 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $498,494 |
Value of total assets at end of year | 2016-12-31 | $5,004,155 |
Value of total assets at beginning of year | 2016-12-31 | $4,720,978 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $645 |
Total interest from all sources | 2016-12-31 | $15,749 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $409,056 |
Participant contributions at end of year | 2016-12-31 | $118,136 |
Participant contributions at beginning of year | 2016-12-31 | $138,707 |
Participant contributions at end of year | 2016-12-31 | $6,676 |
Participant contributions at beginning of year | 2016-12-31 | $7,325 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $89,438 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $19 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $283,177 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,004,155 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,720,978 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,370,090 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $4,107,025 |
Interest on participant loans | 2016-12-31 | $5,779 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $9,970 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $509,234 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $467,921 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $235,147 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $465,568 |
Contract administrator fees | 2016-12-31 | $645 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DUCKETT LADD LLP |
Accountancy firm EIN | 2016-12-31 | 473802730 |
2015 : IWX 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $388,660 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $308,378 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $307,143 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $431,877 |
Value of total assets at end of year | 2015-12-31 | $4,720,978 |
Value of total assets at beginning of year | 2015-12-31 | $4,640,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,235 |
Total interest from all sources | 2015-12-31 | $14,553 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $393,387 |
Participant contributions at end of year | 2015-12-31 | $138,707 |
Participant contributions at beginning of year | 2015-12-31 | $78,281 |
Participant contributions at end of year | 2015-12-31 | $7,325 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $38,490 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $80,282 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,720,978 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,640,696 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $1,235 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $4,107,025 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $4,146,071 |
Interest on participant loans | 2015-12-31 | $4,703 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $9,850 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $467,921 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $416,344 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-57,770 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $307,143 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DUCKETT LADD LLP |
Accountancy firm EIN | 2015-12-31 | 473802730 |
2014 : IWX 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $534,603 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $318,395 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $317,119 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $355,696 |
Value of total assets at end of year | 2014-12-31 | $4,640,696 |
Value of total assets at beginning of year | 2014-12-31 | $4,424,488 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,276 |
Total interest from all sources | 2014-12-31 | $12,056 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $355,696 |
Participant contributions at end of year | 2014-12-31 | $78,281 |
Participant contributions at beginning of year | 2014-12-31 | $46,462 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $216,208 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,640,696 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,424,488 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $1,276 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $4,146,071 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $3,895,367 |
Interest on participant loans | 2014-12-31 | $1,586 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $10,470 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $416,344 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $482,659 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $166,851 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $317,119 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DUCKETT LADD LLP |
Accountancy firm EIN | 2014-12-31 | 473802730 |
2013 : IWX 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2013-12-31 | $1,132,792 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $545,323 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $544,293 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $362,629 |
Value of total assets at end of year | 2013-12-31 | $4,424,488 |
Value of total assets at beginning of year | 2013-12-31 | $3,837,019 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,030 |
Total interest from all sources | 2013-12-31 | $14,579 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
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 | $362,629 |
Participant contributions at end of year | 2013-12-31 | $46,462 |
Participant contributions at beginning of year | 2013-12-31 | $39,728 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $6,907 |
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 |
Value of net income/loss | 2013-12-31 | $587,469 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,424,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,837,019 |
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 | $1,030 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $3,895,367 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $3,257,745 |
Interest on participant loans | 2013-12-31 | $1,365 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $13,214 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $482,659 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $532,639 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $755,584 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $544,293 |
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 |
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 | COFFMAN AND COMPANY, P.C. |
Accountancy firm EIN | 2013-12-31 | 431462481 |
2012 : IWX 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 |
Total income from all sources (including contributions) | 2012-12-31 | $785,119 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $758,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $757,236 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $390,591 |
Value of total assets at end of year | 2012-12-31 | $3,837,019 |
Value of total assets at beginning of year | 2012-12-31 | $3,810,128 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $992 |
Total interest from all sources | 2012-12-31 | $17,106 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
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 | $389,526 |
Participant contributions at end of year | 2012-12-31 | $39,728 |
Participant contributions at beginning of year | 2012-12-31 | $36,477 |
Participant contributions at end of year | 2012-12-31 | $6,907 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,065 |
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 |
Value of net income/loss | 2012-12-31 | $26,891 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,837,019 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,810,128 |
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 | $992 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $3,257,745 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $3,273,958 |
Interest on participant loans | 2012-12-31 | $1,155 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $15,951 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $532,639 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $499,693 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $377,422 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $757,236 |
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 |
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 | COFFMAN AND COMPANY, P.C. |
Accountancy firm EIN | 2012-12-31 | 431462481 |
2011 : IWX 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 |
Total income from all sources (including contributions) | 2011-12-31 | $278,943 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $493,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $491,983 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $382,664 |
Value of total assets at end of year | 2011-12-31 | $3,810,128 |
Value of total assets at beginning of year | 2011-12-31 | $4,024,193 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,025 |
Total interest from all sources | 2011-12-31 | $13,816 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
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 | $382,664 |
Participant contributions at end of year | 2011-12-31 | $36,477 |
Participant contributions at beginning of year | 2011-12-31 | $30,992 |
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 |
Value of net income/loss | 2011-12-31 | $-214,065 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,810,128 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,024,193 |
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 | $1,025 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $3,273,958 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $3,536,502 |
Interest on participant loans | 2011-12-31 | $1,196 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $12,620 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $499,693 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $456,699 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-117,537 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $491,983 |
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 |
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 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : IWX 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2010-12-31 | $774,938 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $386,844 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $385,774 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $387,969 |
Value of total assets at end of year | 2010-12-31 | $4,024,193 |
Value of total assets at beginning of year | 2010-12-31 | $3,636,099 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,070 |
Total interest from all sources | 2010-12-31 | $14,864 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
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 | $387,969 |
Participant contributions at end of year | 2010-12-31 | $30,992 |
Participant contributions at beginning of year | 2010-12-31 | $34,040 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $6,186 |
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 |
Value of net income/loss | 2010-12-31 | $388,094 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,024,193 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,636,099 |
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 | $1,070 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $3,536,502 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $3,111,739 |
Interest on participant loans | 2010-12-31 | $1,171 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $484,134 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $484,134 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $13,693 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $456,699 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $372,105 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $385,774 |
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 |
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 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |