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IPREO 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameIPREO 401(K) PROFIT SHARING PLAN
Plan identification number 001

IPREO 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

IPREO US LLC has sponsored the creation of one or more 401k plans.

Company Name:IPREO US LLC
Employer identification number (EIN):364712778
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Additional information about IPREO US LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5051876

More information about IPREO US LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IPREO 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01DAMIEN TEISSEIRE2021-10-13 MICHAEL EASTON2021-10-13
0012019-01-01
0012018-01-01
0012017-01-01GERRY VIOLA
0012016-01-01GERRY VIOLA
0012015-01-01GERALD VIOLA
0012014-01-01GERALD VIOLA
0012013-01-01GERALD VIOLA
0012012-01-01KEVIN MURPHY KEVIN MURPHY2013-10-02

Plan Statistics for IPREO 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for IPREO 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: IPREO 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,333
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0150
2019: IPREO 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,329
Total number of active participants reported on line 7a of the Form 55002019-01-01812
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01519
Total of all active and inactive participants2019-01-011,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,333
Number of participants with account balances2019-01-011,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0160
2018: IPREO 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,248
Total number of active participants reported on line 7a of the Form 55002018-01-01858
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01470
Total of all active and inactive participants2018-01-011,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,329
Number of participants with account balances2018-01-011,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0179
2017: IPREO 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,138
Total number of active participants reported on line 7a of the Form 55002017-01-01861
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01387
Total of all active and inactive participants2017-01-011,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,248
Number of participants with account balances2017-01-011,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0154
2016: IPREO 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,088
Total number of active participants reported on line 7a of the Form 55002016-01-01766
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01370
Total of all active and inactive participants2016-01-011,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,136
Number of participants with account balances2016-01-011,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0190
2015: IPREO 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01884
Total number of active participants reported on line 7a of the Form 55002015-01-01778
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01310
Total of all active and inactive participants2015-01-011,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,088
Number of participants with account balances2015-01-01996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0171
2014: IPREO 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01793
Total number of active participants reported on line 7a of the Form 55002014-01-01617
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01214
Total of all active and inactive participants2014-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01831
Number of participants with account balances2014-01-01703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0140
2013: IPREO 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01658
Total number of active participants reported on line 7a of the Form 55002013-01-01557
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01186
Total of all active and inactive participants2013-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01743
Number of participants with account balances2013-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0146
2012: IPREO 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01613
Total number of active participants reported on line 7a of the Form 55002012-01-01490
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01141
Total of all active and inactive participants2012-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01631
Number of participants with account balances2012-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123

Financial Data on IPREO 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : IPREO 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total transfer of assets from this plan2020-10-08$77,918,374
Total income from all sources (including contributions)2020-10-08$694,268
Total of all expenses incurred2020-10-08$8,228,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-08$8,131,076
Expenses. Certain deemed distributions of participant loans2020-10-08$-19,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-08$31,467
Value of total assets at end of year2020-10-08$0
Value of total assets at beginning of year2020-10-08$85,452,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-08$116,435
Total interest from all sources2020-10-08$39,129
Total dividends received (eg from common stock, registered investment company shares)2020-10-08$566,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-08No
Total dividends received from registered investment company shares (eg mutual funds)2020-10-08$566,130
Was this plan covered by a fidelity bond2020-10-08Yes
Value of fidelity bond cover2020-10-08$500,000
If this is an individual account plan, was there a blackout period2020-10-08Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-10-08$0
Were there any nonexempt tranactions with any party-in-interest2020-10-08No
Participant contributions at end of year2020-10-08$0
Participant contributions at beginning of year2020-10-08$1,068,900
Income. Received or receivable in cash from other sources (including rollovers)2020-10-08$31,467
Other income not declared elsewhere2020-10-08$9,553
Administrative expenses (other) incurred2020-10-08$116,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-08No
Value of net income/loss2020-10-08$-7,534,023
Value of net assets at end of year (total assets less liabilities)2020-10-08$0
Value of net assets at beginning of year (total assets less liabilities)2020-10-08$85,452,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-08No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-08No
Were any leases to which the plan was party in default or uncollectible2020-10-08No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-08$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-08$74,067,566
Interest on participant loans2020-10-08$39,129
Value of interest in common/collective trusts at end of year2020-10-08$0
Value of interest in common/collective trusts at beginning of year2020-10-08$10,315,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-10-08$-49,129
Net investment gain or loss from common/collective trusts2020-10-08$97,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-08No
Was there a failure to transmit to the plan any participant contributions2020-10-08No
Has the plan failed to provide any benefit when due under the plan2020-10-08No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-08$8,131,076
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-10-08Yes
Did the plan have assets held for investment2020-10-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-08Yes
Opinion of an independent qualified public accountant for this plan2020-10-08Disclaimer
Accountancy firm name2020-10-08PERELSON WEINER LLP
Accountancy firm EIN2020-10-08133791592
2019 : IPREO 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$24,950,494
Total income from all sources (including contributions)2019-12-31$24,950,494
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,894,329
Total of all expenses incurred2019-12-31$4,894,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,681,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,681,043
Value of total corrective distributions2019-12-31$3,447
Value of total corrective distributions2019-12-31$3,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,421,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,421,883
Value of total assets at end of year2019-12-31$85,452,397
Value of total assets at end of year2019-12-31$85,452,397
Value of total assets at beginning of year2019-12-31$65,396,232
Value of total assets at beginning of year2019-12-31$65,396,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$209,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$209,839
Total interest from all sources2019-12-31$62,534
Total interest from all sources2019-12-31$62,534
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,234,960
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,234,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,234,960
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,234,960
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,999,432
Contributions received from participants2019-12-31$6,999,432
Participant contributions at end of year2019-12-31$1,068,900
Participant contributions at end of year2019-12-31$1,068,900
Participant contributions at beginning of year2019-12-31$984,259
Participant contributions at beginning of year2019-12-31$984,259
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$623,933
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$623,933
Other income not declared elsewhere2019-12-31$-16,810
Other income not declared elsewhere2019-12-31$-16,810
Administrative expenses (other) incurred2019-12-31$209,839
Administrative expenses (other) incurred2019-12-31$209,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,056,165
Value of net income/loss2019-12-31$20,056,165
Value of net assets at end of year (total assets less liabilities)2019-12-31$85,452,397
Value of net assets at end of year (total assets less liabilities)2019-12-31$85,452,397
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$65,396,232
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$65,396,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,067,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,067,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,726,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,726,694
Interest on participant loans2019-12-31$62,534
Interest on participant loans2019-12-31$62,534
Value of interest in common/collective trusts at end of year2019-12-31$10,315,931
Value of interest in common/collective trusts at end of year2019-12-31$10,315,931
Value of interest in common/collective trusts at beginning of year2019-12-31$7,685,279
Value of interest in common/collective trusts at beginning of year2019-12-31$7,685,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,877,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,877,080
Net investment gain or loss from common/collective trusts2019-12-31$370,847
Net investment gain or loss from common/collective trusts2019-12-31$370,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,798,518
Contributions received in cash from employer2019-12-31$1,798,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,681,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,681,043
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PERELSON WEINER
Accountancy firm name2019-12-31PERELSON WEINER
Accountancy firm EIN2019-12-31133791592
Accountancy firm EIN2019-12-31133791592
2018 : IPREO 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$4,084,674
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,172,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,969,185
Value of total corrective distributions2018-12-31$1,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,920,145
Value of total assets at end of year2018-12-31$65,396,232
Value of total assets at beginning of year2018-12-31$66,483,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$201,545
Total interest from all sources2018-12-31$55,278
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,028,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,028,024
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,832,008
Participant contributions at end of year2018-12-31$984,259
Participant contributions at beginning of year2018-12-31$971,758
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$404,753
Other income not declared elsewhere2018-12-31$1,326
Administrative expenses (other) incurred2018-12-31$201,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,087,357
Value of net assets at end of year (total assets less liabilities)2018-12-31$65,396,232
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$66,483,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$56,726,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$58,752,886
Interest on participant loans2018-12-31$55,278
Value of interest in common/collective trusts at end of year2018-12-31$7,685,279
Value of interest in common/collective trusts at beginning of year2018-12-31$6,758,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,998,941
Net investment gain or loss from common/collective trusts2018-12-31$78,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,683,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,969,185
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PERELSON WEINER
Accountancy firm EIN2018-12-31133791592
2017 : IPREO 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$17,784,405
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,266,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,080,504
Value of total corrective distributions2017-12-31$9,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,645,709
Value of total assets at end of year2017-12-31$66,483,589
Value of total assets at beginning of year2017-12-31$52,965,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$176,382
Total interest from all sources2017-12-31$39,923
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$804,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$804,949
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,864,404
Participant contributions at end of year2017-12-31$971,758
Participant contributions at beginning of year2017-12-31$793,653
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$484,961
Other income not declared elsewhere2017-12-31$254
Administrative expenses (other) incurred2017-12-31$176,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,517,741
Value of net assets at end of year (total assets less liabilities)2017-12-31$66,483,589
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,965,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$58,752,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,935,370
Interest on participant loans2017-12-31$39,923
Value of interest in common/collective trusts at end of year2017-12-31$6,758,945
Value of interest in common/collective trusts at beginning of year2017-12-31$6,236,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,100,509
Net investment gain or loss from common/collective trusts2017-12-31$193,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,296,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,080,504
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PERELSON WEINER
Accountancy firm EIN2017-12-31133791592
2016 : IPREO 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$10,412,497
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,664,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,535,756
Expenses. Certain deemed distributions of participant loans2016-12-31$-2,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,273,892
Value of total assets at end of year2016-12-31$52,965,848
Value of total assets at beginning of year2016-12-31$47,217,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$130,826
Total interest from all sources2016-12-31$34,099
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$734,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$734,275
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,962,100
Participant contributions at end of year2016-12-31$793,653
Participant contributions at beginning of year2016-12-31$815,065
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$359,524
Other income not declared elsewhere2016-12-31$17,798
Administrative expenses (other) incurred2016-12-31$130,826
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,748,166
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,965,848
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$47,217,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$45,935,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,465,208
Interest on participant loans2016-12-31$34,099
Value of interest in common/collective trusts at end of year2016-12-31$6,236,825
Value of interest in common/collective trusts at beginning of year2016-12-31$5,937,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,204,129
Net investment gain or loss from common/collective trusts2016-12-31$148,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$952,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,535,756
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PERELSON WEINER
Accountancy firm EIN2016-12-31133791592
2015 : IPREO 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$156,743
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$5,888,900
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,234,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,087,199
Expenses. Certain deemed distributions of participant loans2015-12-31$-1,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,991,539
Value of total assets at end of year2015-12-31$47,217,682
Value of total assets at beginning of year2015-12-31$44,406,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$149,115
Total interest from all sources2015-12-31$42,847
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$654,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$654,810
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,587,076
Participant contributions at end of year2015-12-31$815,065
Participant contributions at beginning of year2015-12-31$899,127
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$516,662
Other income not declared elsewhere2015-12-31$-18,732
Administrative expenses (other) incurred2015-12-31$149,115
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$3,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,654,410
Value of net assets at end of year (total assets less liabilities)2015-12-31$47,217,682
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,406,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,465,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,517,717
Interest on participant loans2015-12-31$42,847
Value of interest in common/collective trusts at end of year2015-12-31$5,937,409
Value of interest in common/collective trusts at beginning of year2015-12-31$3,986,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-844,659
Net investment gain or loss from common/collective trusts2015-12-31$63,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$887,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,087,199
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$156,743
Aggregate carrying amount (costs) on sale of assets2015-12-31$156,743
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PERELSON WEINER
Accountancy firm EIN2015-12-31133791592
2014 : IPREO 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$8,218,308
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,389,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,198,017
Expenses. Certain deemed distributions of participant loans2014-12-31$-917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,157,821
Value of total assets at end of year2014-12-31$44,406,529
Value of total assets at beginning of year2014-12-31$39,577,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$192,411
Total interest from all sources2014-12-31$43,060
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,449,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,449,169
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,722,375
Participant contributions at end of year2014-12-31$899,127
Participant contributions at beginning of year2014-12-31$790,967
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$10,961
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$631,591
Other income not declared elsewhere2014-12-31$1,554
Administrative expenses (other) incurred2014-12-31$192,411
Total non interest bearing cash at end of year2014-12-31$3,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,828,797
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,406,529
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,577,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$39,517,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,441,060
Interest on participant loans2014-12-31$43,060
Value of interest in common/collective trusts at end of year2014-12-31$3,986,127
Value of interest in common/collective trusts at beginning of year2014-12-31$4,334,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$493,197
Net investment gain or loss from common/collective trusts2014-12-31$73,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$803,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,198,017
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PERELSON WEINER
Accountancy firm EIN2014-12-31133791592
2013 : IPREO 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-432
Total unrealized appreciation/depreciation of assets2013-12-31$-432
Total transfer of assets to this plan2013-12-31$225,420
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$11,808,853
Total loss/gain on sale of assets2013-12-31$-200
Total of all expenses incurred2013-12-31$1,357,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,241,837
Expenses. Certain deemed distributions of participant loans2013-12-31$917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,828,221
Value of total assets at end of year2013-12-31$39,577,732
Value of total assets at beginning of year2013-12-31$28,900,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$114,402
Total interest from all sources2013-12-31$36,275
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,884,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,884,813
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,296,467
Participant contributions at end of year2013-12-31$790,967
Participant contributions at beginning of year2013-12-31$838,186
Assets. Other investments not covered elsewhere at end of year2013-12-31$10,961
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$831,128
Other income not declared elsewhere2013-12-31$1,071
Administrative expenses (other) incurred2013-12-31$114,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,451,697
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,577,732
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,900,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,441,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,536,130
Interest on participant loans2013-12-31$36,275
Value of interest in common/collective trusts at end of year2013-12-31$4,334,744
Value of interest in common/collective trusts at beginning of year2013-12-31$4,526,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,820,685
Net investment gain or loss from common/collective trusts2013-12-31$238,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$700,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,241,837
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,644
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,844
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PERELSON WEINER
Accountancy firm EIN2013-12-31133791592
2012 : IPREO 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$7,221,718
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,922,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,778,837
Value of total corrective distributions2012-12-31$7,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,637,592
Value of total assets at end of year2012-12-31$28,900,615
Value of total assets at beginning of year2012-12-31$23,601,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$136,097
Total interest from all sources2012-12-31$41,766
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$428,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$428,153
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,002,496
Participant contributions at end of year2012-12-31$838,186
Participant contributions at beginning of year2012-12-31$873,866
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$116,191
Other income not declared elsewhere2012-12-31$2,072
Administrative expenses (other) incurred2012-12-31$136,097
Total non interest bearing cash at beginning of year2012-12-31$1,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,299,194
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,900,615
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,601,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,536,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,846,670
Interest on participant loans2012-12-31$41,766
Value of interest in common/collective trusts at end of year2012-12-31$4,526,299
Value of interest in common/collective trusts at beginning of year2012-12-31$3,878,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,818,893
Net investment gain or loss from common/collective trusts2012-12-31$293,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$518,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,778,837
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PERELSON WEINER, LLP
Accountancy firm EIN2012-12-31133791592

Form 5500 Responses for IPREO 401(K) PROFIT SHARING PLAN

2020: IPREO 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IPREO 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IPREO 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IPREO 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IPREO 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IPREO 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IPREO 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IPREO 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IPREO 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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