401k Plan data: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN plan

INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 401k Plan overview

Plan Name	INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN
Plan identification number	002

INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INNOVATIVE OFFICE SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name: INNOVATIVE OFFICE SOLUTIONS

Employer identification number (EIN): 364550688

NAIC Classification: 453210
NAIC Description: Office Supplies and Stationery Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 BROOKS SMITH
002 2016-01-01 BROOKS SMITH
002 2015-01-01 BROOKS SMITH
002 2014-01-01 BROOKS SMITH
002 2013-01-01 BROOKS SMITH 2015-08-25

Plan Statistics for INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN

401k plan membership statisitcs for INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN

Measure Date Value
2022: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 290
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 47
Total of all active and inactive participants 2022-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 338
Number of participants with account balances 2022-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 306
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 346
Number of participants with account balances 2021-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 223
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 46
Total of all active and inactive participants 2020-01-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 269
Number of participants with account balances 2020-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 19
2019: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 259
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 44
Total of all active and inactive participants 2019-01-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 303
Number of participants with account balances 2019-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 18
2018: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 290
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 325
Number of participants with account balances 2018-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 194
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 226
Number of participants with account balances 2017-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 225
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 46
Total of all active and inactive participants 2016-01-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 271
Number of participants with account balances 2016-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 214
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 222
Number of participants with account balances 2015-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 128
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 129
Number of participants with account balances 2014-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	290
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	47
Total of all active and inactive participants	2022-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	338
Number of participants with account balances	2022-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	306
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	346
Number of participants with account balances	2021-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	223
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	46
Total of all active and inactive participants	2020-01-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	269
Number of participants with account balances	2020-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	19
2019: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	259
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	44
Total of all active and inactive participants	2019-01-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	303
Number of participants with account balances	2019-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	18
2018: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	290
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	325
Number of participants with account balances	2018-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	194
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	226
Number of participants with account balances	2017-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	225
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	46
Total of all active and inactive participants	2016-01-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	271
Number of participants with account balances	2016-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	214
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	222
Number of participants with account balances	2015-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	128
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	129
Number of participants with account balances	2014-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN

Measure	Date	Value
2022 : INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-811,324
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,751,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,664,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,741,888
Value of total assets at end of year	2022-12-31	$15,514,353
Value of total assets at beginning of year	2022-12-31	$18,077,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$86,878
Total interest from all sources	2022-12-31	$3,967
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$402,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,518,040
Participant contributions at end of year	2022-12-31	$84,691
Participant contributions at beginning of year	2022-12-31	$67,929
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,562,692
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$15,514,353
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,077,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,353,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,788,827
Interest on participant loans	2022-12-31	$3,967
Value of interest in common/collective trusts at end of year	2022-12-31	$1,076,219
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,220,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,959,997
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$223,848
Income. Dividends from common stock	2022-12-31	$402,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,664,490
Contract administrator fees	2022-12-31	$86,878
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EISNERAMPER LLP
Accountancy firm EIN	2022-12-31	871363769
2021 : INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2021 401k financial data
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	$4,591,547
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,801,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,705,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,550,879
Value of total assets at end of year	2021-12-31	$18,077,045
Value of total assets at beginning of year	2021-12-31	$16,287,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$96,885
Total interest from all sources	2021-12-31	$2,833
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$352,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$352,549
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,220,676
Participant contributions at end of year	2021-12-31	$67,929
Participant contributions at beginning of year	2021-12-31	$68,383
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,193,750
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$1,789,582
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,077,045
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,287,463
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	$16,788,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,113,506
Interest on participant loans	2021-12-31	$2,833
Value of interest in common/collective trusts at end of year	2021-12-31	$1,220,289
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,105,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,666,499
Net investment gain or loss from common/collective trusts	2021-12-31	$18,787
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
Contributions received in cash from employer	2021-12-31	$136,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,705,080
Contract administrator fees	2021-12-31	$96,885
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	LURIE, LLP
Accountancy firm EIN	2021-12-31	410721734
2020 : INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2020 401k financial data
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	$3,071,159
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,647,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,549,887
Value of total corrective distributions	2020-12-31	$15,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,236,990
Value of total assets at end of year	2020-12-31	$16,287,463
Value of total assets at beginning of year	2020-12-31	$14,863,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$82,276
Total interest from all sources	2020-12-31	$2,886
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,112,321
Participant contributions at end of year	2020-12-31	$68,383
Participant contributions at beginning of year	2020-12-31	$71,661
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$70,340
Other income not declared elsewhere	2020-12-31	$681
Administrative expenses (other) incurred	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$1,423,719
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,287,463
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,863,744
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	$15,113,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,158,122
Interest on participant loans	2020-12-31	$2,886
Value of interest in common/collective trusts at end of year	2020-12-31	$1,105,574
Value of interest in common/collective trusts at beginning of year	2020-12-31	$633,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,812,382
Net investment gain or loss from common/collective trusts	2020-12-31	$18,220
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
Contributions received in cash from employer	2020-12-31	$54,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,549,887
Contract administrator fees	2020-12-31	$82,276
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	LURIE, LLP
Accountancy firm EIN	2020-12-31	410721734
2019 : INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2019 401k financial data
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	$4,114,657
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,148,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,051,451
Value of total corrective distributions	2019-12-31	$29,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,581,003
Value of total assets at end of year	2019-12-31	$14,863,744
Value of total assets at beginning of year	2019-12-31	$11,897,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$66,999
Total interest from all sources	2019-12-31	$4,036
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,278,996
Participant contributions at end of year	2019-12-31	$71,661
Participant contributions at beginning of year	2019-12-31	$77,447
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$94,844
Other income not declared elsewhere	2019-12-31	$144
Administrative expenses (other) incurred	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$2,966,548
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,863,744
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,897,196
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	$14,158,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,232,508
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$4,036
Value of interest in common/collective trusts at end of year	2019-12-31	$633,961
Value of interest in common/collective trusts at beginning of year	2019-12-31	$587,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,516,415
Net investment gain or loss from common/collective trusts	2019-12-31	$13,059
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
Contributions received in cash from employer	2019-12-31	$207,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,051,451
Contract administrator fees	2019-12-31	$66,999
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	LURIE, LLP
Accountancy firm EIN	2019-12-31	410721734
2018 : INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2018 401k financial data
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	$1,760,579
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,580,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,524,325
Value of total corrective distributions	2018-12-31	$7,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,937,608
Value of total assets at end of year	2018-12-31	$11,897,196
Value of total assets at beginning of year	2018-12-31	$11,717,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$48,499
Total interest from all sources	2018-12-31	$4,381
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$292,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$292,496
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,127,038
Participant contributions at end of year	2018-12-31	$77,447
Participant contributions at beginning of year	2018-12-31	$94,274
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$632,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$180,050
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,897,196
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,717,146
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	$11,232,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,089,378
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$4,381
Value of interest in common/collective trusts at end of year	2018-12-31	$587,241
Value of interest in common/collective trusts at beginning of year	2018-12-31	$533,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-389,572
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$-84,334
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
Contributions received in cash from employer	2018-12-31	$178,318
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,524,325
Contract administrator fees	2018-12-31	$48,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
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	LURIE, LLP
Accountancy firm EIN	2018-12-31	410721734
2017 : INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2017 401k financial data
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	$43,226
Total income from all sources (including contributions)	2017-12-31	$2,775,573
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$768,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$721,515
Value of total corrective distributions	2017-12-31	$12,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,306,480
Value of total assets at end of year	2017-12-31	$11,717,146
Value of total assets at beginning of year	2017-12-31	$9,753,346
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$34,064
Total interest from all sources	2017-12-31	$5,999
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$611,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$611,196
Administrative expenses professional fees incurred	2017-12-31	$26,622
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	$926,396
Participant contributions at end of year	2017-12-31	$94,274
Participant contributions at beginning of year	2017-12-31	$153,536
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$229,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$75
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$43,226
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	$2,007,026
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,717,146
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,710,120
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	$11,089,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,970,750
Interest on participant loans	2017-12-31	$5,999
Value of interest in common/collective trusts at end of year	2017-12-31	$533,494
Value of interest in common/collective trusts at beginning of year	2017-12-31	$562,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$23,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$846,688
Net investment gain or loss from common/collective trusts	2017-12-31	$5,210
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
Contributions received in cash from employer	2017-12-31	$150,637
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$721,515
Contract administrator fees	2017-12-31	$7,442
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$43,151
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	LURIE, LLP
Accountancy firm EIN	2017-12-31	410721734
2016 : INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$5,944,322
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$43,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$17,255
Total income from all sources (including contributions)	2016-12-31	$1,953,903
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,146,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,119,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,080,182
Value of total assets at end of year	2016-12-31	$9,753,346
Value of total assets at beginning of year	2016-12-31	$2,975,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$26,886
Total interest from all sources	2016-12-31	$6,857
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$251,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$251,548
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$300,000
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	$819,819
Participant contributions at end of year	2016-12-31	$153,536
Participant contributions at beginning of year	2016-12-31	$47,497
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$223,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$13
Other income not declared elsewhere	2016-12-31	$0
Liabilities. Value of operating payables at end of year	2016-12-31	$75
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$43,226
Total non interest bearing cash 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	$807,286
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,710,120
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,958,512
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
Investment advisory and management fees	2016-12-31	$22,244
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,970,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,796,365
Interest on participant loans	2016-12-31	$6,857
Value of interest in common/collective trusts at end of year	2016-12-31	$562,280
Value of interest in common/collective trusts at beginning of year	2016-12-31	$131,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$23,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$609,114
Net investment gain or loss from common/collective trusts	2016-12-31	$6,202
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
Contributions received in cash from employer	2016-12-31	$36,411
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,119,731
Contract administrator fees	2016-12-31	$4,642
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$43,151
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$17,242
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	LURIE, LLP
Accountancy firm EIN	2016-12-31	410721734
2015 : INNOVATIVE OFFICE SOLUTIONS 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	$17,255
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	$500,251
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$196,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$182,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$609,580
Value of total assets at end of year	2015-12-31	$2,975,767
Value of total assets at beginning of year	2015-12-31	$2,654,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,377
Total interest from all sources	2015-12-31	$721
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$203,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$203,505
Administrative expenses professional fees incurred	2015-12-31	$13,077
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$300,000
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	$488,610
Participant contributions at end of year	2015-12-31	$47,497
Participant contributions at beginning of year	2015-12-31	$13,814
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$120,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$13
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Liabilities. Value of operating payables at end of year	2015-12-31	$17,242
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$303,671
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,958,512
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,654,841
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,796,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,522,760
Interest on participant loans	2015-12-31	$721
Value of interest in common/collective trusts at end of year	2015-12-31	$131,513
Value of interest in common/collective trusts at beginning of year	2015-12-31	$118,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-313,555
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
Contributions received in cash from employer	2015-12-31	$392
Employer contributions (assets) at end of year	2015-12-31	$392
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$182,203
Contract administrator fees	2015-12-31	$1,300
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	LURIE, LLP
Accountancy firm EIN	2015-12-31	410721734
2014 : INNOVATIVE OFFICE SOLUTIONS 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	$518,677
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$199,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$186,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$458,244
Value of total assets at end of year	2014-12-31	$2,654,841
Value of total assets at beginning of year	2014-12-31	$2,336,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13,276
Total interest from all sources	2014-12-31	$775
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
Administrative expenses professional fees incurred	2014-12-31	$13,276
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
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	$412,283
Participant contributions at end of year	2014-12-31	$13,814
Participant contributions at beginning of year	2014-12-31	$12,207
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$45,961
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$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	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$318,825
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,654,841
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,336,016
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,522,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,208,783
Interest on participant loans	2014-12-31	$775
Value of interest in common/collective trusts at end of year	2014-12-31	$118,267
Value of interest in common/collective trusts at beginning of year	2014-12-31	$115,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$58,854
Net investment gain or loss from common/collective trusts	2014-12-31	$804
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
Contributions received in cash from employer	2014-12-31	$0
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$186,576
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	LURIE BESIKOF LAPIDUS & COMPANY LLP
Accountancy firm EIN	2014-12-31	410721734

Form 5500 Responses for INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN

2022: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517387-000

Policy instance

Insurance contract or identification number	517387-000
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $16,168
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
Amount paid for insurance broker fees	16168
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517387-000

Policy instance

Insurance contract or identification number	517387-000
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $17,365
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	17365
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517387-000

Policy instance

Insurance contract or identification number	517387-000
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,174
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	7174
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517387-000

Policy instance

Insurance contract or identification number	517387-000
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,873
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	6873
Insurance broker organization code?	5

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

338537-01

Policy instance

Insurance contract or identification number	338537-01
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	INNOVATIVE OFFICE SOLUTIONS
Employer identification number (EIN):	364550688
NAIC Classification:	453210
NAIC Description:	Office Supplies and Stationery Stores