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Plan Name | IBT 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | IBT, INC. |
Employer identification number (EIN): | 440560729 |
NAIC Classification: | 423800 |
Additional information about IBT, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1979-06-25 |
Company Identification Number: | 0004558706 |
Legal Registered Office Address: |
PO BOX 2982 SHAWNEE MSN United States of America (USA) 66201 |
More information about IBT, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-10-01 | ||||
001 | 2020-10-01 | ||||
001 | 2020-10-01 | ||||
001 | 2019-10-01 | ||||
001 | 2018-10-01 | ||||
001 | 2017-10-01 | ||||
001 | 2016-10-01 | GREG DROWN | |||
001 | 2015-10-01 | GREG DROWN | |||
001 | 2014-10-01 | GREG DROWN | |||
001 | 2013-10-01 | GREG DROWN | |||
001 | 2012-10-01 | GREG DROWN | |||
001 | 2011-10-01 | GREG DROWN | |||
001 | 2010-10-01 | GREG DROWN | |||
001 | 2009-10-01 | WAYNE L. SHIELDS | WAYNE L. SHIELDS | 2011-07-15 |
Measure | Date | Value |
---|---|---|
2021: IBT 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-10-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 342 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 0 |
Total of all active and inactive participants | 2021-10-01 | 342 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
Total participants | 2021-10-01 | 342 |
Number of participants with account balances | 2021-10-01 | 331 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 0 |
2020: IBT 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-10-01 | 468 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 308 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
Total of all active and inactive participants | 2020-10-01 | 308 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 308 |
Number of participants with account balances | 2020-10-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 21 |
2019: IBT 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-10-01 | 459 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 326 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 125 |
Total of all active and inactive participants | 2019-10-01 | 463 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
Total participants | 2019-10-01 | 463 |
Number of participants with account balances | 2019-10-01 | 452 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 35 |
2018: IBT 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-10-01 | 468 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 340 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 86 |
Total of all active and inactive participants | 2018-10-01 | 441 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 441 |
Number of participants with account balances | 2018-10-01 | 426 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 29 |
2017: IBT 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-10-01 | 435 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 374 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 87 |
Total of all active and inactive participants | 2017-10-01 | 461 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 461 |
Number of participants with account balances | 2017-10-01 | 426 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 31 |
2016: IBT 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-10-01 | 439 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 358 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 65 |
Total of all active and inactive participants | 2016-10-01 | 423 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 423 |
Number of participants with account balances | 2016-10-01 | 401 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 13 |
2015: IBT 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-10-01 | 421 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 355 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 66 |
Total of all active and inactive participants | 2015-10-01 | 421 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 421 |
Number of participants with account balances | 2015-10-01 | 402 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 25 |
2014: IBT 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-10-01 | 403 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 352 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 57 |
Total of all active and inactive participants | 2014-10-01 | 409 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 409 |
Number of participants with account balances | 2014-10-01 | 395 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 25 |
2013: IBT 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 378 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 322 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 55 |
Total of all active and inactive participants | 2013-10-01 | 377 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 377 |
Number of participants with account balances | 2013-10-01 | 356 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 9 |
2012: IBT 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 369 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 309 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 55 |
Total of all active and inactive participants | 2012-10-01 | 364 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 364 |
Number of participants with account balances | 2012-10-01 | 340 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 10 |
2011: IBT 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-10-01 | 380 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 305 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 47 |
Total of all active and inactive participants | 2011-10-01 | 352 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 352 |
Number of participants with account balances | 2011-10-01 | 334 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 8 |
2010: IBT 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-10-01 | 410 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 311 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 58 |
Total of all active and inactive participants | 2010-10-01 | 369 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
Total participants | 2010-10-01 | 369 |
Number of participants with account balances | 2010-10-01 | 348 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 18 |
2009: IBT 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-10-01 | 421 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 343 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 52 |
Total of all active and inactive participants | 2009-10-01 | 395 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 395 |
Number of participants with account balances | 2009-10-01 | 376 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 9 |
Measure | Date | Value |
---|---|---|
2022 : IBT 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-09-30 | $0 |
Total transfer of assets to this plan | 2022-09-30 | $0 |
Total transfer of assets from this plan | 2022-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Expenses. Interest paid | 2022-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-09-30 | $0 |
Total income from all sources (including contributions) | 2022-09-30 | $970,202 |
Total loss/gain on sale of assets | 2022-09-30 | $0 |
Total of all expenses incurred | 2022-09-30 | $7,663,588 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $7,576,348 |
Expenses. Certain deemed distributions of participant loans | 2022-09-30 | $1,902 |
Value of total corrective distributions | 2022-09-30 | $9,202 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $3,635,584 |
Value of total assets at end of year | 2022-09-30 | $27,162,991 |
Value of total assets at beginning of year | 2022-09-30 | $33,856,377 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $76,136 |
Total income from rents | 2022-09-30 | $0 |
Total interest from all sources | 2022-09-30 | $32,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $790,922 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-09-30 | $790,922 |
Assets. Real estate other than employer real property at end of year | 2022-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-09-30 | $0 |
Administrative expenses professional fees incurred | 2022-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-09-30 | $0 |
Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
Value of fidelity bond cover | 2022-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-09-30 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Contributions received from participants | 2022-09-30 | $1,830,695 |
Participant contributions at end of year | 2022-09-30 | $626,314 |
Participant contributions at beginning of year | 2022-09-30 | $0 |
Participant contributions at end of year | 2022-09-30 | $0 |
Participant contributions at beginning of year | 2022-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-09-30 | $1,302,532 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-09-30 | $0 |
Other income not declared elsewhere | 2022-09-30 | $4,359,847 |
Administrative expenses (other) incurred | 2022-09-30 | $70,406 |
Liabilities. Value of operating payables at end of year | 2022-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-09-30 | $0 |
Total non interest bearing cash at end of year | 2022-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2022-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Income. Non cash contributions | 2022-09-30 | $0 |
Value of net income/loss | 2022-09-30 | $-6,693,386 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $27,162,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $33,856,377 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2022-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-09-30 | $0 |
Investment advisory and management fees | 2022-09-30 | $5,730 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $26,179,836 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $33,856,377 |
Value of interest in pooled separate accounts at end of year | 2022-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-09-30 | $0 |
Interest on participant loans | 2022-09-30 | $32,183 |
Income. Interest from loans (other than to participants) | 2022-09-30 | $0 |
Interest earned on other investments | 2022-09-30 | $0 |
Income. Interest from US Government securities | 2022-09-30 | $0 |
Income. Interest from corporate debt instruments | 2022-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2022-09-30 | $356,804 |
Value of interest in common/collective trusts at beginning of year | 2022-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-09-30 | $37 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-09-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-09-30 | $0 |
Asset value of US Government securities at end of year | 2022-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2022-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $-7,854,788 |
Net investment gain/loss from pooled separate accounts | 2022-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2022-09-30 | $6,454 |
Net gain/loss from 103.12 investment entities | 2022-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Assets. Invements in employer securities at end of year | 2022-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-09-30 | $0 |
Assets. Value of employer real property at end of year | 2022-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2022-09-30 | $0 |
Contributions received in cash from employer | 2022-09-30 | $502,357 |
Employer contributions (assets) at end of year | 2022-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2022-09-30 | $0 |
Income. Dividends from preferred stock | 2022-09-30 | $0 |
Income. Dividends from common stock | 2022-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $7,576,348 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-09-30 | $0 |
Contract administrator fees | 2022-09-30 | $0 |
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 | 2022-09-30 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-09-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-09-30 | $0 |
Did the plan have assets held for investment | 2022-09-30 | 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 | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
Aggregate proceeds on sale of assets | 2022-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-09-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
Accountancy firm name | 2022-09-30 | KELLER & OWENS, LLC |
Accountancy firm EIN | 2022-09-30 | 481195228 |
2021 : IBT 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total income from all sources (including contributions) | 2021-09-30 | $5,608,055 |
Total loss/gain on sale of assets | 2021-09-30 | $0 |
Total of all expenses incurred | 2021-09-30 | $7,668,023 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $7,434,669 |
Value of total corrective distributions | 2021-09-30 | $3,677 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $1,892,610 |
Value of total assets at end of year | 2021-09-30 | $33,856,377 |
Value of total assets at beginning of year | 2021-09-30 | $35,916,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $229,677 |
Total interest from all sources | 2021-09-30 | $37,401 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $1,532,088 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-09-30 | $1,532,088 |
Administrative expenses professional fees incurred | 2021-09-30 | $5,470 |
Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
Value of fidelity bond cover | 2021-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-09-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Contributions received from participants | 2021-09-30 | $1,508,233 |
Participant contributions at end of year | 2021-09-30 | $0 |
Participant contributions at beginning of year | 2021-09-30 | $696,183 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-09-30 | $177,585 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Value of net income/loss | 2021-09-30 | $-2,059,968 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $33,856,377 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $35,916,345 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Investment advisory and management fees | 2021-09-30 | $152,870 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-30 | $33,856,377 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-30 | $31,044,290 |
Interest on participant loans | 2021-09-30 | $37,401 |
Value of interest in common/collective trusts at end of year | 2021-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-09-30 | $4,175,872 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-30 | $2,111,481 |
Net investment gain or loss from common/collective trusts | 2021-09-30 | $34,475 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Contributions received in cash from employer | 2021-09-30 | $206,792 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $7,434,669 |
Contract administrator fees | 2021-09-30 | $71,337 |
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 | 2021-09-30 | Yes |
Did the plan have assets held for investment | 2021-09-30 | 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 | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Disclaimer |
Accountancy firm name | 2021-09-30 | KELLER & OWENS, LLC |
Accountancy firm EIN | 2021-09-30 | 481195228 |
2020 : IBT 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $0 |
Total income from all sources (including contributions) | 2020-09-30 | $4,205,302 |
Total loss/gain on sale of assets | 2020-09-30 | $0 |
Total of all expenses incurred | 2020-09-30 | $3,904,713 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $3,602,649 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $1,997,709 |
Value of total assets at end of year | 2020-09-30 | $35,916,345 |
Value of total assets at beginning of year | 2020-09-30 | $35,615,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $302,064 |
Total interest from all sources | 2020-09-30 | $38,371 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $1,424,082 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-09-30 | $1,424,082 |
Administrative expenses professional fees incurred | 2020-09-30 | $12,573 |
Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
Value of fidelity bond cover | 2020-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
Contributions received from participants | 2020-09-30 | $1,584,404 |
Participant contributions at end of year | 2020-09-30 | $646,763 |
Participant contributions at beginning of year | 2020-09-30 | $723,327 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-09-30 | $64,710 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Value of net income/loss | 2020-09-30 | $300,589 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $35,916,345 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $35,615,756 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
Investment advisory and management fees | 2020-09-30 | $137,498 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-09-30 | $31,093,710 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-09-30 | $30,590,404 |
Interest on participant loans | 2020-09-30 | $38,371 |
Value of interest in common/collective trusts at end of year | 2020-09-30 | $4,175,872 |
Value of interest in common/collective trusts at beginning of year | 2020-09-30 | $4,302,025 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-09-30 | $679,777 |
Net investment gain or loss from common/collective trusts | 2020-09-30 | $65,363 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
Contributions received in cash from employer | 2020-09-30 | $348,595 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $3,602,649 |
Contract administrator fees | 2020-09-30 | $151,993 |
Did the plan have assets held for investment | 2020-09-30 | 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 | 2020-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Disclaimer |
Accountancy firm name | 2020-09-30 | KELLER & OWENS, LLC |
Accountancy firm EIN | 2020-09-30 | 481195228 |
2019 : IBT 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $8,620 |
Total income from all sources (including contributions) | 2019-09-30 | $2,453,160 |
Total loss/gain on sale of assets | 2019-09-30 | $0 |
Total of all expenses incurred | 2019-09-30 | $3,580,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $3,302,548 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $1,782,049 |
Value of total assets at end of year | 2019-09-30 | $35,615,756 |
Value of total assets at beginning of year | 2019-09-30 | $36,751,310 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $277,546 |
Total income from rents | 2019-09-30 | $0 |
Total interest from all sources | 2019-09-30 | $40,217 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $3,396,967 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-09-30 | $3,396,967 |
Administrative expenses professional fees incurred | 2019-09-30 | $6,369 |
Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
Value of fidelity bond cover | 2019-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Contributions received from participants | 2019-09-30 | $1,388,656 |
Participant contributions at end of year | 2019-09-30 | $723,327 |
Participant contributions at beginning of year | 2019-09-30 | $823,358 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-09-30 | $3,200 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-09-30 | $8,620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Value of net income/loss | 2019-09-30 | $-1,126,934 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $35,615,756 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $36,742,690 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Investment advisory and management fees | 2019-09-30 | $40,603 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-09-30 | $30,590,404 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-30 | $31,681,806 |
Interest on participant loans | 2019-09-30 | $40,217 |
Value of interest in common/collective trusts at end of year | 2019-09-30 | $4,302,025 |
Value of interest in common/collective trusts at beginning of year | 2019-09-30 | $4,237,526 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-09-30 | $8,620 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-09-30 | $8,620 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-09-30 | $-2,841,105 |
Net investment gain or loss from common/collective trusts | 2019-09-30 | $75,032 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Contributions received in cash from employer | 2019-09-30 | $390,193 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $3,302,548 |
Contract administrator fees | 2019-09-30 | $230,574 |
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 | 2019-09-30 | No |
Did the plan have assets held for investment | 2019-09-30 | 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 | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Disclaimer |
Accountancy firm name | 2019-09-30 | KELLER & OWENS, LLC |
Accountancy firm EIN | 2019-09-30 | 481195228 |
2018 : IBT 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $8,620 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $0 |
Total income from all sources (including contributions) | 2018-09-30 | $4,457,570 |
Total loss/gain on sale of assets | 2018-09-30 | $0 |
Total of all expenses incurred | 2018-09-30 | $4,568,230 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $4,301,240 |
Value of total corrective distributions | 2018-09-30 | $17,266 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $1,677,932 |
Value of total assets at end of year | 2018-09-30 | $36,751,310 |
Value of total assets at beginning of year | 2018-09-30 | $36,853,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $249,724 |
Total interest from all sources | 2018-09-30 | $34,895 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
Value of fidelity bond cover | 2018-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
Contributions received from participants | 2018-09-30 | $1,297,189 |
Participant contributions at end of year | 2018-09-30 | $823,358 |
Participant contributions at beginning of year | 2018-09-30 | $797,132 |
Participant contributions at end of year | 2018-09-30 | $0 |
Participant contributions at beginning of year | 2018-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-09-30 | $50,464 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-09-30 | $8,620 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-09-30 | $0 |
Other income not declared elsewhere | 2018-09-30 | $65,155 |
Total non interest bearing cash at end of year | 2018-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2018-09-30 | $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 | 2018-09-30 | No |
Value of net income/loss | 2018-09-30 | $-110,660 |
Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $36,742,690 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $36,853,350 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
Investment advisory and management fees | 2018-09-30 | $241,312 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-09-30 | $31,681,806 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-09-30 | $32,834,442 |
Interest on participant loans | 2018-09-30 | $34,895 |
Value of interest in common/collective trusts at end of year | 2018-09-30 | $4,237,526 |
Value of interest in common/collective trusts at beginning of year | 2018-09-30 | $3,221,776 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-09-30 | $8,620 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-09-30 | $2,570,848 |
Net investment gain or loss from common/collective trusts | 2018-09-30 | $108,740 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
Contributions received in cash from employer | 2018-09-30 | $330,279 |
Employer contributions (assets) at end of year | 2018-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2018-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $4,301,240 |
Contract administrator fees | 2018-09-30 | $8,412 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-09-30 | $0 |
Did the plan have assets held for investment | 2018-09-30 | 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 | 2018-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Disclaimer |
Accountancy firm name | 2018-09-30 | KELLER & OWENS, LLC |
Accountancy firm EIN | 2018-09-30 | 481195228 |
2017 : IBT 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $0 |
Total income from all sources (including contributions) | 2017-09-30 | $5,863,769 |
Total loss/gain on sale of assets | 2017-09-30 | $0 |
Total of all expenses incurred | 2017-09-30 | $2,649,645 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $2,449,155 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $1,574,999 |
Value of total assets at end of year | 2017-09-30 | $36,853,350 |
Value of total assets at beginning of year | 2017-09-30 | $33,639,226 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $200,490 |
Total interest from all sources | 2017-09-30 | $32,777 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Contributions received from participants | 2017-09-30 | $1,232,937 |
Participant contributions at end of year | 2017-09-30 | $797,132 |
Participant contributions at beginning of year | 2017-09-30 | $733,558 |
Participant contributions at end of year | 2017-09-30 | $0 |
Participant contributions at beginning of year | 2017-09-30 | $39,998 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-09-30 | $27,558 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-09-30 | $0 |
Other income not declared elsewhere | 2017-09-30 | $30,313 |
Total non interest bearing cash at end of year | 2017-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2017-09-30 | $464 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $3,214,124 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $36,853,350 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $33,639,226 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Investment advisory and management fees | 2017-09-30 | $191,272 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $32,834,442 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $28,524,939 |
Interest on participant loans | 2017-09-30 | $32,777 |
Value of interest in common/collective trusts at end of year | 2017-09-30 | $3,221,776 |
Value of interest in common/collective trusts at beginning of year | 2017-09-30 | $4,330,389 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-09-30 | $4,161,767 |
Net investment gain or loss from common/collective trusts | 2017-09-30 | $63,913 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Contributions received in cash from employer | 2017-09-30 | $314,504 |
Employer contributions (assets) at end of year | 2017-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2017-09-30 | $9,878 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $2,449,155 |
Contract administrator fees | 2017-09-30 | $9,218 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-09-30 | $0 |
Did the plan have assets held for investment | 2017-09-30 | 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 | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Disclaimer |
Accountancy firm name | 2017-09-30 | KELLER & OWENS, LLC |
Accountancy firm EIN | 2017-09-30 | 481195228 |
2016 : IBT 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
Total income from all sources (including contributions) | 2016-09-30 | $4,693,321 |
Total loss/gain on sale of assets | 2016-09-30 | $0 |
Total of all expenses incurred | 2016-09-30 | $2,704,626 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $2,522,356 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $1,527,679 |
Value of total assets at end of year | 2016-09-30 | $33,639,226 |
Value of total assets at beginning of year | 2016-09-30 | $31,650,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $182,270 |
Total interest from all sources | 2016-09-30 | $28,687 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Contributions received from participants | 2016-09-30 | $1,204,922 |
Participant contributions at end of year | 2016-09-30 | $733,558 |
Participant contributions at beginning of year | 2016-09-30 | $714,025 |
Participant contributions at end of year | 2016-09-30 | $39,998 |
Participant contributions at beginning of year | 2016-09-30 | $41,022 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-09-30 | $19,184 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-09-30 | $49,566 |
Other income not declared elsewhere | 2016-09-30 | $45,235 |
Total non interest bearing cash at end of year | 2016-09-30 | $464 |
Total non interest bearing cash at beginning of year | 2016-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $1,988,695 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $33,639,226 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $31,650,531 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Investment advisory and management fees | 2016-09-30 | $173,745 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $28,524,939 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $26,374,980 |
Interest on participant loans | 2016-09-30 | $28,687 |
Value of interest in common/collective trusts at end of year | 2016-09-30 | $4,330,389 |
Value of interest in common/collective trusts at beginning of year | 2016-09-30 | $4,463,782 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $3,025,109 |
Net investment gain or loss from common/collective trusts | 2016-09-30 | $66,611 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Contributions received in cash from employer | 2016-09-30 | $303,573 |
Employer contributions (assets) at end of year | 2016-09-30 | $9,878 |
Employer contributions (assets) at beginning of year | 2016-09-30 | $7,156 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $2,522,356 |
Contract administrator fees | 2016-09-30 | $8,525 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-09-30 | $0 |
Did the plan have assets held for investment | 2016-09-30 | 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 | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Disclaimer |
Accountancy firm name | 2016-09-30 | KELLER & OWENS, LLC |
Accountancy firm EIN | 2016-09-30 | 481195228 |
2015 : IBT 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total income from all sources (including contributions) | 2015-09-30 | $611,463 |
Total loss/gain on sale of assets | 2015-09-30 | $0 |
Total of all expenses incurred | 2015-09-30 | $2,768,743 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $2,596,444 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $1,501,701 |
Value of total assets at end of year | 2015-09-30 | $31,650,531 |
Value of total assets at beginning of year | 2015-09-30 | $33,807,811 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $172,299 |
Total interest from all sources | 2015-09-30 | $32,278 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-09-30 | $0 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Contributions received from participants | 2015-09-30 | $1,194,185 |
Participant contributions at end of year | 2015-09-30 | $714,025 |
Participant contributions at beginning of year | 2015-09-30 | $792,838 |
Participant contributions at end of year | 2015-09-30 | $41,022 |
Participant contributions at beginning of year | 2015-09-30 | $44,887 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-09-30 | $96,747 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-09-30 | $49,566 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-09-30 | $169,756 |
Other income not declared elsewhere | 2015-09-30 | $51,046 |
Total non interest bearing cash at end of year | 2015-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2015-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $-2,157,280 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $31,650,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $33,807,811 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Investment advisory and management fees | 2015-09-30 | $164,961 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $26,374,980 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $28,867,798 |
Interest on participant loans | 2015-09-30 | $32,278 |
Value of interest in common/collective trusts at end of year | 2015-09-30 | $4,463,782 |
Value of interest in common/collective trusts at beginning of year | 2015-09-30 | $3,926,048 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-1,042,875 |
Net investment gain or loss from common/collective trusts | 2015-09-30 | $69,313 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $210,769 |
Employer contributions (assets) at end of year | 2015-09-30 | $7,156 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $6,484 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $2,596,444 |
Contract administrator fees | 2015-09-30 | $7,338 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-09-30 | $0 |
Did the plan have assets held for investment | 2015-09-30 | 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 | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Disclaimer |
Accountancy firm name | 2015-09-30 | KELLER & OWENS, LLC |
Accountancy firm EIN | 2015-09-30 | 481195228 |
2014 : IBT 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total income from all sources (including contributions) | 2014-09-30 | $4,146,927 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $1,836,900 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $1,671,899 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $1,225,721 |
Value of total assets at end of year | 2014-09-30 | $33,807,811 |
Value of total assets at beginning of year | 2014-09-30 | $31,497,784 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $165,001 |
Total interest from all sources | 2014-09-30 | $32,816 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Contributions received from participants | 2014-09-30 | $1,030,829 |
Participant contributions at end of year | 2014-09-30 | $792,838 |
Participant contributions at beginning of year | 2014-09-30 | $832,356 |
Participant contributions at end of year | 2014-09-30 | $44,887 |
Participant contributions at beginning of year | 2014-09-30 | $41,140 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-09-30 | $51,062 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-30 | $169,756 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-30 | $16,661 |
Other income not declared elsewhere | 2014-09-30 | $51,168 |
Total non interest bearing cash at end of year | 2014-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2014-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $2,310,027 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $33,807,811 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $31,497,784 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Investment advisory and management fees | 2014-09-30 | $156,151 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $28,867,798 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $27,258,466 |
Interest on participant loans | 2014-09-30 | $32,816 |
Value of interest in common/collective trusts at end of year | 2014-09-30 | $3,926,048 |
Value of interest in common/collective trusts at beginning of year | 2014-09-30 | $3,344,569 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $2,778,589 |
Net investment gain or loss from common/collective trusts | 2014-09-30 | $58,633 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $143,830 |
Employer contributions (assets) at end of year | 2014-09-30 | $6,484 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $4,592 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $1,671,899 |
Contract administrator fees | 2014-09-30 | $8,850 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-09-30 | $0 |
Did the plan have assets held for investment | 2014-09-30 | 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 | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | KELLER & OWENS, LLC |
Accountancy firm EIN | 2014-09-30 | 481195228 |
2013 : IBT 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total income from all sources (including contributions) | 2013-09-30 | $4,886,895 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $2,603,598 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $2,416,918 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $1,133,696 |
Value of total assets at end of year | 2013-09-30 | $31,497,784 |
Value of total assets at beginning of year | 2013-09-30 | $29,214,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $186,680 |
Total interest from all sources | 2013-09-30 | $35,536 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $46,179 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Contributions received from participants | 2013-09-30 | $957,596 |
Participant contributions at end of year | 2013-09-30 | $832,356 |
Participant contributions at beginning of year | 2013-09-30 | $862,795 |
Participant contributions at end of year | 2013-09-30 | $41,140 |
Participant contributions at beginning of year | 2013-09-30 | $39,911 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-09-30 | $74,226 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-09-30 | $16,661 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-09-30 | $4,621 |
Total non interest bearing cash at end of year | 2013-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2013-09-30 | $521 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $2,283,297 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $31,497,784 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $29,214,487 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Investment advisory and management fees | 2013-09-30 | $178,913 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $27,258,466 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $23,543,951 |
Interest on participant loans | 2013-09-30 | $35,536 |
Value of interest in common/collective trusts at end of year | 2013-09-30 | $3,344,569 |
Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $2,789,485 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-09-30 | $17,144 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-09-30 | $17,144 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $3,570,484 |
Net investment gain or loss from common/collective trusts | 2013-09-30 | $101,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $101,874 |
Employer contributions (assets) at end of year | 2013-09-30 | $4,592 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $2,570 |
Income. Dividends from common stock | 2013-09-30 | $46,179 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $2,416,918 |
Contract administrator fees | 2013-09-30 | $7,767 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-09-30 | $1,953,489 |
Did the plan have assets held for investment | 2013-09-30 | 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 | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
Accountancy firm name | 2013-09-30 | KELLER & OWENS, LLC |
Accountancy firm EIN | 2013-09-30 | 481195228 |
2012 : IBT 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total income from all sources (including contributions) | 2012-09-30 | $5,817,760 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $4,112,903 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $3,931,283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $958,147 |
Value of total assets at end of year | 2012-09-30 | $29,214,487 |
Value of total assets at beginning of year | 2012-09-30 | $27,509,630 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $181,620 |
Total interest from all sources | 2012-09-30 | $35,542 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $29,081 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Contributions received from participants | 2012-09-30 | $896,710 |
Participant contributions at end of year | 2012-09-30 | $862,795 |
Participant contributions at beginning of year | 2012-09-30 | $844,231 |
Participant contributions at end of year | 2012-09-30 | $39,911 |
Participant contributions at beginning of year | 2012-09-30 | $38,366 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-09-30 | $4,621 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-09-30 | $2,139 |
Total non interest bearing cash at end of year | 2012-09-30 | $521 |
Total non interest bearing cash at beginning of year | 2012-09-30 | $374 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $1,704,857 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $29,214,487 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $27,509,630 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Investment advisory and management fees | 2012-09-30 | $173,395 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $23,543,951 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $21,247,147 |
Interest on participant loans | 2012-09-30 | $35,542 |
Value of interest in common/collective trusts at end of year | 2012-09-30 | $2,789,485 |
Value of interest in common/collective trusts at beginning of year | 2012-09-30 | $3,485,562 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-09-30 | $17,144 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-09-30 | $41,529 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-09-30 | $41,529 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $4,675,834 |
Net investment gain or loss from common/collective trusts | 2012-09-30 | $119,156 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $61,437 |
Employer contributions (assets) at end of year | 2012-09-30 | $2,570 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $0 |
Income. Dividends from common stock | 2012-09-30 | $29,081 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $3,931,283 |
Contract administrator fees | 2012-09-30 | $8,225 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-09-30 | $1,953,489 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-09-30 | $1,850,282 |
Did the plan have assets held for investment | 2012-09-30 | 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 | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Disclaimer |
Accountancy firm name | 2012-09-30 | KELLER & OWENS, LLC |
Accountancy firm EIN | 2012-09-30 | 481195228 |
2011 : IBT 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total income from all sources (including contributions) | 2011-09-30 | $674,692 |
Total loss/gain on sale of assets | 2011-09-30 | $0 |
Total of all expenses incurred | 2011-09-30 | $4,069,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $3,868,809 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $969,135 |
Value of total assets at end of year | 2011-09-30 | $27,509,630 |
Value of total assets at beginning of year | 2011-09-30 | $30,904,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $200,468 |
Total interest from all sources | 2011-09-30 | $37,036 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $60,946 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Contributions received from participants | 2011-09-30 | $936,790 |
Participant contributions at end of year | 2011-09-30 | $844,231 |
Participant contributions at beginning of year | 2011-09-30 | $787,278 |
Participant contributions at end of year | 2011-09-30 | $38,366 |
Participant contributions at beginning of year | 2011-09-30 | $32,627 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-09-30 | $32,345 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-09-30 | $2,139 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-09-30 | $4,750 |
Administrative expenses (other) incurred | 2011-09-30 | $8,254 |
Total non interest bearing cash at end of year | 2011-09-30 | $374 |
Total non interest bearing cash at beginning of year | 2011-09-30 | $21,626 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $-3,394,585 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $27,509,630 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $30,904,215 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Investment advisory and management fees | 2011-09-30 | $174,405 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $21,247,147 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $24,172,227 |
Interest on participant loans | 2011-09-30 | $37,036 |
Value of interest in common/collective trusts at end of year | 2011-09-30 | $3,485,562 |
Value of interest in common/collective trusts at beginning of year | 2011-09-30 | $3,119,343 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-09-30 | $41,529 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-09-30 | $42,314 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-09-30 | $42,314 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $-555,373 |
Net investment gain or loss from common/collective trusts | 2011-09-30 | $162,948 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Employer contributions (assets) at beginning of year | 2011-09-30 | $4,411 |
Income. Dividends from common stock | 2011-09-30 | $60,946 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $3,868,809 |
Contract administrator fees | 2011-09-30 | $17,809 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-09-30 | $1,850,282 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-09-30 | $2,719,639 |
Did the plan have assets held for investment | 2011-09-30 | 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 | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
Accountancy firm name | 2011-09-30 | KELLER & OWENS, LLC |
Accountancy firm EIN | 2011-09-30 | 481195228 |
2010 : IBT 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
2021: IBT 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
---|---|---|
2021-10-01 | Type of plan entity | Single employer plan |
2021-10-01 | Submission has been amended | No |
2021-10-01 | This submission is the final filing | No |
2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-10-01 | Plan is a collectively bargained plan | No |
2021-10-01 | Plan funding arrangement – Trust | Yes |
2021-10-01 | Plan benefit arrangement - Trust | Yes |
2020: IBT 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-10-01 | Type of plan entity | Single employer plan |
2020-10-01 | Submission has been amended | Yes |
2020-10-01 | This submission is the final filing | No |
2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-10-01 | Plan is a collectively bargained plan | No |
2020-10-01 | Plan funding arrangement – Trust | Yes |
2020-10-01 | Plan benefit arrangement - Trust | Yes |
2019: IBT 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-10-01 | Type of plan entity | Single employer plan |
2019-10-01 | Submission has been amended | No |
2019-10-01 | This submission is the final filing | No |
2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-10-01 | Plan is a collectively bargained plan | No |
2019-10-01 | Plan funding arrangement – Trust | Yes |
2019-10-01 | Plan benefit arrangement - Trust | Yes |
2018: IBT 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | No |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: IBT 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: IBT 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: IBT 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: IBT 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: IBT 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: IBT 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: IBT 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2010: IBT 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-10-01 | Type of plan entity | Single employer plan |
2010-10-01 | Submission has been amended | Yes |
2010-10-01 | This submission is the final filing | No |
2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-10-01 | Plan is a collectively bargained plan | No |
2010-10-01 | Plan funding arrangement – Trust | Yes |
2010-10-01 | Plan benefit arrangement - Trust | Yes |
2009: IBT 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |