?>
Plan Name | IMPACTLIFE 401 (K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | IMPACTLIFE |
Employer identification number (EIN): | 420859501 |
NAIC Classification: | 621900 |
Additional information about IMPACTLIFE
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1958-11-10 |
Company Identification Number: | 060951 |
Legal Registered Office Address: |
220 N MAIN ST STE 600 DAVENPORT United States of America (USA) 52801 |
More information about IMPACTLIFE
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JENNIFER FEENEY | |||
001 | 2016-01-01 | JENNIFER FEENEY | |||
001 | 2015-01-01 | JENNIFER FEENEY | |||
001 | 2014-01-01 | JENNIFER FEENEY | |||
001 | 2013-01-01 | JENNIFER FEENEY | |||
001 | 2012-01-01 | JENNIFER FEENEY | DAVID GREEN | 2013-10-14 | |
001 | 2011-01-01 | JENNIFER FEENEY | DAVID R. GREEN | 2012-10-12 | |
001 | 2010-01-01 | JENNIFER FEENEY | DAVID GREEN | 2011-10-14 | |
001 | 2009-01-01 | JENNIFER LOHMAN | DAVID GREEN | 2010-10-14 | |
001 | 2009-01-01 | JENNIFER LOHMAN | DAVID GREEN | 2011-04-29 |
Measure | Date | Value |
---|---|---|
2022: IMPACTLIFE 401 (K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 854 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 759 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 203 |
Total of all active and inactive participants | 2022-01-01 | 963 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 967 |
Number of participants with account balances | 2022-01-01 | 953 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 179 |
2021: IMPACTLIFE 401 (K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 857 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 658 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 178 |
Total of all active and inactive participants | 2021-01-01 | 837 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 837 |
Number of participants with account balances | 2021-01-01 | 826 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 201 |
2020: IMPACTLIFE 401 (K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 847 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 678 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 156 |
Total of all active and inactive participants | 2020-01-01 | 834 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 836 |
Number of participants with account balances | 2020-01-01 | 823 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 145 |
2019: IMPACTLIFE 401 (K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 733 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 666 |
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 | 152 |
Total of all active and inactive participants | 2019-01-01 | 818 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 819 |
Number of participants with account balances | 2019-01-01 | 806 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 56 |
2018: IMPACTLIFE 401 (K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 757 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 606 |
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 | 111 |
Total of all active and inactive participants | 2018-01-01 | 717 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 718 |
Number of participants with account balances | 2018-01-01 | 711 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 28 |
2017: IMPACTLIFE 401 (K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 689 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 648 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 99 |
Total of all active and inactive participants | 2017-01-01 | 747 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 747 |
Number of participants with account balances | 2017-01-01 | 733 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 26 |
2016: IMPACTLIFE 401 (K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 678 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 586 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 84 |
Total of all active and inactive participants | 2016-01-01 | 670 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 674 |
Number of participants with account balances | 2016-01-01 | 665 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 21 |
2015: IMPACTLIFE 401 (K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 733 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 567 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 81 |
Total of all active and inactive participants | 2015-01-01 | 648 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 652 |
Number of participants with account balances | 2015-01-01 | 652 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 33 |
2014: IMPACTLIFE 401 (K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 647 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 542 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 73 |
Total of all active and inactive participants | 2014-01-01 | 615 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 617 |
Number of participants with account balances | 2014-01-01 | 609 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 19 |
2013: IMPACTLIFE 401 (K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 661 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 554 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 83 |
Total of all active and inactive participants | 2013-01-01 | 637 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 637 |
Number of participants with account balances | 2013-01-01 | 628 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 25 |
2012: IMPACTLIFE 401 (K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 665 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 586 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 69 |
Total of all active and inactive participants | 2012-01-01 | 655 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 655 |
Number of participants with account balances | 2012-01-01 | 647 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 36 |
2011: IMPACTLIFE 401 (K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 448 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 590 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 65 |
Total of all active and inactive participants | 2011-01-01 | 655 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 655 |
Number of participants with account balances | 2011-01-01 | 517 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 28 |
2010: IMPACTLIFE 401 (K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 343 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 387 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 61 |
Total of all active and inactive participants | 2010-01-01 | 448 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 448 |
Number of participants with account balances | 2010-01-01 | 382 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 17 |
2009: IMPACTLIFE 401 (K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 309 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 292 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 51 |
Total of all active and inactive participants | 2009-01-01 | 343 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 343 |
Number of participants with account balances | 2009-01-01 | 335 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 15 |
Measure | Date | Value |
---|---|---|
2022 : IMPACTLIFE 401 (K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,541,891 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,867,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,769,907 |
Value of total corrective distributions | 2022-12-31 | $711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,570,470 |
Value of total assets at end of year | 2022-12-31 | $29,723,309 |
Value of total assets at beginning of year | 2022-12-31 | $35,132,808 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $96,990 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $227,053 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $227,053 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,429,457 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $60,172 |
Other income not declared elsewhere | 2022-12-31 | $6,261 |
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 | $-5,409,499 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $29,723,309 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $35,132,808 |
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 |
Investment advisory and management fees | 2022-12-31 | $30,891 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,488,442 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,761,965 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $18,234,867 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $20,370,843 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,858,529 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-3,487,146 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,080,841 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,769,907 |
Contract administrator fees | 2022-12-31 | $66,099 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | RSM US LLP |
Accountancy firm EIN | 2022-12-31 | 420714325 |
2021 : IMPACTLIFE 401 (K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $9,059,755 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,454,104 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,317,983 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,261,128 |
Value of total assets at end of year | 2021-12-31 | $35,132,808 |
Value of total assets at beginning of year | 2021-12-31 | $31,527,157 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $136,121 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $270,090 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $270,090 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,157,019 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $213,211 |
Other income not declared elsewhere | 2021-12-31 | $2,679 |
Administrative expenses (other) incurred | 2021-12-31 | $54,437 |
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 | $3,605,651 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $35,132,808 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $31,527,157 |
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 |
Investment advisory and management fees | 2021-12-31 | $39,508 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $14,761,965 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,999,473 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $20,370,843 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $17,527,684 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,945,034 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,580,824 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $890,898 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,317,983 |
Contract administrator fees | 2021-12-31 | $42,176 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RSM US LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : IMPACTLIFE 401 (K) PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $6,020,952 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,605,885 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,495,324 |
Value of total corrective distributions | 2020-12-31 | $3,417 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,396,811 |
Value of total assets at end of year | 2020-12-31 | $31,527,157 |
Value of total assets at beginning of year | 2020-12-31 | $29,112,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $107,144 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $236,252 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $236,252 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $1,858,501 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $51,852 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end 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 beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $776 |
Administrative expenses (other) incurred | 2020-12-31 | $107,144 |
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 |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $2,415,067 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $31,527,157 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $29,112,090 |
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 |
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 | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $13,999,473 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $27,660,338 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $17,527,684 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,451,344 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,732,119 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $654,994 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $486,458 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $408 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,495,324 |
Contract administrator fees | 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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 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 | Disclaimer |
Accountancy firm name | 2020-12-31 | RSM US LLP |
Accountancy firm EIN | 2020-12-31 | 420714325 |
2019 : IMPACTLIFE 401 (K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $8,263,827 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,771,450 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,695,113 |
Value of total corrective distributions | 2019-12-31 | $5,971 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,919,616 |
Value of total assets at end of year | 2019-12-31 | $29,112,090 |
Value of total assets at beginning of year | 2019-12-31 | $23,619,713 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $70,366 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $605,126 |
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 | $605,126 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,903,708 |
Participant contributions at beginning of year | 2019-12-31 | $61,471 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $185,053 |
Other income not declared elsewhere | 2019-12-31 | $1,306 |
Administrative expenses (other) incurred | 2019-12-31 | $70,366 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,492,377 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $29,112,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $23,619,713 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $27,660,338 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $22,001,055 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,451,344 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,523,290 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,703,087 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $34,692 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $830,855 |
Employer contributions (assets) at end of year | 2019-12-31 | $408 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $33,897 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,695,113 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |
2018 : IMPACTLIFE 401 (K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,054,410 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,487,142 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,403,248 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,510,293 |
Value of total assets at end of year | 2018-12-31 | $23,619,713 |
Value of total assets at beginning of year | 2018-12-31 | $25,052,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $83,894 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $611,783 |
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 | $611,783 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,741,552 |
Participant contributions at end of year | 2018-12-31 | $61,471 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $12,390 |
Other income not declared elsewhere | 2018-12-31 | $5 |
Administrative expenses (other) incurred | 2018-12-31 | $83,894 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,432,732 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $23,619,713 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $25,052,445 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $22,001,055 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $23,402,360 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,523,290 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,650,085 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,101,859 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $34,188 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $756,351 |
Employer contributions (assets) at end of year | 2018-12-31 | $33,897 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,403,248 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | RSM US LLP |
Accountancy firm EIN | 2018-12-31 | 420714325 |
2017 : IMPACTLIFE 401 (K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $6,016,281 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,942,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,867,590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,496,116 |
Value of total assets at end of year | 2017-12-31 | $25,052,445 |
Value of total assets at beginning of year | 2017-12-31 | $20,978,630 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $74,876 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $365,021 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $365,021 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,679,470 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $40,169 |
Other income not declared elsewhere | 2017-12-31 | $457 |
Administrative expenses (other) incurred | 2017-12-31 | $74,876 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,073,815 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $25,052,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $20,978,630 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $23,402,360 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $19,332,444 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,650,085 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,646,186 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,124,890 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $29,797 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $776,477 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,867,590 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | RSM US LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : IMPACTLIFE 401 (K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,836,083 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,957,197 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,870,591 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,192,676 |
Value of total assets at end of year | 2016-12-31 | $20,978,630 |
Value of total assets at beginning of year | 2016-12-31 | $20,099,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $86,606 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $301,865 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $301,865 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,584,970 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $18,234 |
Other income not declared elsewhere | 2016-12-31 | $757 |
Administrative expenses (other) incurred | 2016-12-31 | $86,606 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $878,886 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $20,978,630 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $20,099,744 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $19,332,444 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $17,541,572 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,646,186 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,558,172 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,307,599 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $33,186 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $589,472 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,870,591 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RSM US LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : IMPACTLIFE 401 (K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,480,758 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,182,534 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,096,959 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,648,306 |
Value of total assets at end of year | 2015-12-31 | $20,099,744 |
Value of total assets at beginning of year | 2015-12-31 | $18,801,520 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $85,575 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $169,469 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $169,469 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,539,200 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,398,715 |
Other income not declared elsewhere | 2015-12-31 | $60 |
Administrative expenses (other) incurred | 2015-12-31 | $85,575 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,298,224 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $20,099,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $18,801,520 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $17,541,572 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,466,348 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,558,172 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,962,656 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-370,264 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $33,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $710,391 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $372,516 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,096,959 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | RSM US LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : IMPACTLIFE 401 (K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,365,615 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,504,409 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,436,484 |
Value of total corrective distributions | 2014-12-31 | $4,175 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,572,216 |
Value of total assets at end of year | 2014-12-31 | $18,801,520 |
Value of total assets at beginning of year | 2014-12-31 | $16,940,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $63,750 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $203,698 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $203,698 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,419,440 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $73,060 |
Other income not declared elsewhere | 2014-12-31 | $858 |
Administrative expenses (other) incurred | 2014-12-31 | $63,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,861,206 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $18,801,520 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,940,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $16,466,348 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,619,633 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,962,656 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,320,681 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $573,076 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $15,767 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,079,716 |
Employer contributions (assets) at end of year | 2014-12-31 | $372,516 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,436,484 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MCGLADREY |
Accountancy firm EIN | 2014-12-31 | 420714325 |
2013 : IMPACTLIFE 401 (K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,196,362 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,969,887 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,897,834 |
Value of total corrective distributions | 2013-12-31 | $11,499 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,331,443 |
Value of total assets at end of year | 2013-12-31 | $16,940,314 |
Value of total assets at beginning of year | 2013-12-31 | $14,713,839 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $60,554 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $150,307 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $150,307 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,368,925 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $224,202 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $60,554 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,226,475 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $16,940,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,713,839 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $14,619,633 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $13,443,486 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,320,681 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,270,353 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,698,958 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $15,654 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $738,316 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,897,834 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2013-12-31 | 420714325 |
2012 : IMPACTLIFE 401 (K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $2,260,261 |
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 | $3,265,729 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,280,241 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,236,086 |
Value of total corrective distributions | 2012-12-31 | $304 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,816,278 |
Value of total assets at end of year | 2012-12-31 | $14,713,839 |
Value of total assets at beginning of year | 2012-12-31 | $10,468,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $43,851 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $145,405 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $145,405 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,214,940 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $4,951 |
Administrative expenses (other) incurred | 2012-12-31 | $43,851 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,985,488 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $14,713,839 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,468,090 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $13,443,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,113,339 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,270,353 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,039,702 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,243,920 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $60,126 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $596,387 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $315,049 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,236,086 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2012-12-31 | 420714325 |
2011 : IMPACTLIFE 401 (K) PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,669,627 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $672,590 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $636,813 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,952,461 |
Value of total assets at end of year | 2011-12-31 | $10,468,090 |
Value of total assets at beginning of year | 2011-12-31 | $9,471,053 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $35,777 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $87,420 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $87,420 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $997,574 |
Participant contributions at end of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $77,872 |
Other income not declared elsewhere | 2011-12-31 | $33,151 |
Administrative expenses (other) incurred | 2011-12-31 | $35,777 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $997,037 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,468,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,471,053 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,113,339 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,302,904 |
Interest on participant loans | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,039,702 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,951,328 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-459,084 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $55,679 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $877,015 |
Employer contributions (assets) at end of year | 2011-12-31 | $315,049 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $216,821 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $636,813 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2011-12-31 | 420714325 |
2010 : IMPACTLIFE 401 (K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,164,673 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $751,676 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $717,327 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,213,494 |
Value of total assets at end of year | 2010-12-31 | $9,471,053 |
Value of total assets at beginning of year | 2010-12-31 | $8,058,056 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $34,349 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $83,594 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $83,594 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $648,671 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $15,062 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $34,349 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,412,997 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,471,053 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,058,056 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,359,341 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,288,892 |
Interest on participant loans | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $894,891 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $769,164 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $848,824 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $18,761 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $549,761 |
Employer contributions (assets) at end of year | 2010-12-31 | $216,821 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $717,327 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MCGLADREY & PULLEN, LLP |
Accountancy firm EIN | 2010-12-31 | 420714325 |
2009 : IMPACTLIFE 401 (K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: IMPACTLIFE 401 (K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
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: IMPACTLIFE 401 (K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
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: IMPACTLIFE 401 (K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
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: IMPACTLIFE 401 (K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: IMPACTLIFE 401 (K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: IMPACTLIFE 401 (K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: IMPACTLIFE 401 (K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: IMPACTLIFE 401 (K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: IMPACTLIFE 401 (K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: IMPACTLIFE 401 (K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: IMPACTLIFE 401 (K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: IMPACTLIFE 401 (K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: IMPACTLIFE 401 (K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: IMPACTLIFE 401 (K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |