401k Plan data: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	004

I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

I&S GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: I&S GROUP, INC.

Employer identification number (EIN): 410995051

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01

Plan Statistics for I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 393
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 394
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 49
Total of all active and inactive participants 2022-01-01 449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 449
Number of participants with account balances 2022-01-01 449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 25
2021: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 297
Number of retired or separated participants receiving benefits 2021-01-01 12
Number of other retired or separated participants entitled to future benefits 2021-01-01 50
Total of all active and inactive participants 2021-01-01 359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 359
Number of participants with account balances 2021-01-01 359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 26
2020: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 273
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 53
Total of all active and inactive participants 2020-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 327
Number of participants with account balances 2020-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 33
2019: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 270
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 41
Total of all active and inactive participants 2019-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 311
Number of participants with account balances 2019-01-01 310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 29
2018: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 247
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 19
Total of all active and inactive participants 2018-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 266
Number of participants with account balances 2018-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11

Measure	Date	Value
2022: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	393
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	394
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	49
Total of all active and inactive participants	2022-01-01	449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	449
Number of participants with account balances	2022-01-01	449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	25
2021: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	297
Number of retired or separated participants receiving benefits	2021-01-01	12
Number of other retired or separated participants entitled to future benefits	2021-01-01	50
Total of all active and inactive participants	2021-01-01	359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	359
Number of participants with account balances	2021-01-01	359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	26
2020: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	273
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	53
Total of all active and inactive participants	2020-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	327
Number of participants with account balances	2020-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	33
2019: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	270
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	41
Total of all active and inactive participants	2019-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	311
Number of participants with account balances	2019-01-01	310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	29
2018: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	247
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	19
Total of all active and inactive participants	2018-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	266
Number of participants with account balances	2018-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11

Financial Data on I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$550,000
Total unrealized appreciation/depreciation of assets	2022-12-31	$550,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,571,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,612,075
Expenses. Interest paid	2022-12-31	$44,332
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$44,332
Total income from all sources (including contributions)	2022-12-31	$1,418,045
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$411,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$366,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$852,594
Value of total assets at end of year	2022-12-31	$73,105,087
Value of total assets at beginning of year	2022-12-31	$72,139,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$40
Total interest from all sources	2022-12-31	$15,451
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
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	$1,000,000
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
Administrative expenses (other) incurred	2022-12-31	$40
Total non interest bearing cash at beginning of year	2022-12-31	$114,742
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	$1,006,872
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$71,533,911
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$70,527,039
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,237,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$762,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$762,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$15,451
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
Assets. Invements in employer securities at end of year	2022-12-31	$71,500,000
Assets. Invements in employer securities at beginning of year	2022-12-31	$70,950,000
Contributions received in cash from employer	2022-12-31	$852,594
Employer contributions (assets) at end of year	2022-12-31	$367,427
Employer contributions (assets) at beginning of year	2022-12-31	$312,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$366,801
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
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$1,571,176
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$1,612,075
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ABDO LLP
Accountancy firm EIN	2022-12-31	411397419
2021 : I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$20,150,000
Total unrealized appreciation/depreciation of assets	2021-12-31	$20,150,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,612,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,651,879
Total income from all sources (including contributions)	2021-12-31	$20,873,856
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$607,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$561,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$723,808
Value of total assets at end of year	2021-12-31	$72,139,114
Value of total assets at beginning of year	2021-12-31	$51,912,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$45,427
Total interest from all sources	2021-12-31	$48
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$15,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,612,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,651,879
Administrative expenses (other) incurred	2021-12-31	$45,427
Liabilities. Value of operating payables at beginning of year	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	$20,266,779
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$70,527,038
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$50,260,259
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$877,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$169,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$169,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$48
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
Assets. Invements in employer securities at end of year	2021-12-31	$70,950,000
Assets. Invements in employer securities at beginning of year	2021-12-31	$50,800,000
Contributions received in cash from employer	2021-12-31	$708,614
Employer contributions (assets) at end of year	2021-12-31	$312,026
Employer contributions (assets) at beginning of year	2021-12-31	$942,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$561,650
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
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
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ABDO LLP
Accountancy firm EIN	2021-12-31	411397419
2020 : I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$8,900,000
Total unrealized appreciation/depreciation of assets	2020-12-31	$8,900,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,651,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,690,493
Total income from all sources (including contributions)	2020-12-31	$10,284,163
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$319,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$272,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,384,078
Value of total assets at end of year	2020-12-31	$51,912,138
Value of total assets at beginning of year	2020-12-31	$41,986,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$46,616
Total interest from all sources	2020-12-31	$85
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	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Participant contributions at beginning of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,651,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,690,493
Administrative expenses (other) incurred	2020-12-31	$46,616
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	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	$9,964,585
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$50,260,259
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$40,295,674
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$169,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$12,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$12,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$85
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
Assets. Invements in employer securities at end of year	2020-12-31	$50,800,000
Assets. Invements in employer securities at beginning of year	2020-12-31	$41,900,000
Contributions received in cash from employer	2020-12-31	$1,384,078
Employer contributions (assets) at end of year	2020-12-31	$942,826
Employer contributions (assets) at beginning of year	2020-12-31	$73,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$272,962
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	ABDO, EICK & MEYERS, LLP
Accountancy firm EIN	2020-12-31	411397419
2019 : I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$499,999
Total unrealized appreciation/depreciation of assets	2019-12-31	$499,999
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,690,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,728,219
Expenses. Interest paid	2019-12-31	$47,525
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$47,525
Total income from all sources (including contributions)	2019-12-31	$755,041
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$143,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$96,030
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$254,778
Value of total assets at end of year	2019-12-31	$41,986,167
Value of total assets at beginning of year	2019-12-31	$41,412,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$264
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
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$88,808
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,690,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,728,219
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	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
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$611,486
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$40,295,674
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$39,684,188
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Interest on participant loans	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$12,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$12,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$12,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$264
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
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
Assets. Invements in employer securities at end of year	2019-12-31	$41,900,000
Assets. Invements in employer securities at beginning of year	2019-12-31	$41,400,000
Contributions received in cash from employer	2019-12-31	$254,778
Employer contributions (assets) at end of year	2019-12-31	$73,518
Employer contributions (assets) at beginning of year	2019-12-31	$22
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$96,030
Contract administrator fees	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	ABDO, EICK & MEYERS, LLP
Accountancy firm EIN	2019-12-31	411397419
2018 : I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$16,900,000
Total unrealized appreciation/depreciation of assets	2018-12-31	$16,900,000
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,728,219
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,763,663
Expenses. Interest paid	2018-12-31	$48,535
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$48,535
Total income from all sources (including contributions)	2018-12-31	$17,031,555
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$83,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$35,169
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$131,552
Value of total assets at end of year	2018-12-31	$41,412,407
Value of total assets at beginning of year	2018-12-31	$24,500,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$3
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$1,229
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$1,728,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,763,663
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables 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
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$16,947,851
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$39,684,188
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,736,337
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$12,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
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
Assets. Invements in employer securities at end of year	2018-12-31	$41,400,000
Assets. Invements in employer securities at beginning of year	2018-12-31	$24,500,000
Contributions received in cash from employer	2018-12-31	$131,552
Employer contributions (assets) at end of year	2018-12-31	$22
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$33,940
Contract administrator fees	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
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
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	ABDO, EICK & MEYERS, LLP
Accountancy firm EIN	2018-12-31	411397419

Form 5500 Responses for I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: I&S GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	I&S GROUP, INC.
Employer identification number (EIN):	410995051
NAIC Classification:	541330
NAIC Description:	Engineering Services