INNOVATE CORP has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2022 : INNOVATE CORP 401(K) PLAN 2022 401k financial data |
---|
Total income from all sources (including contributions) | 2022-12-31 | $-1,896,101 |
Total of all expenses incurred | 2022-12-31 | $2,145,920 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,116,613 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $-1,597 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,000,019 |
Value of total assets at end of year | 2022-12-31 | $12,748,293 |
Value of total assets at beginning of year | 2022-12-31 | $16,790,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $30,904 |
Total interest from all sources | 2022-12-31 | $5,179 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $151,869 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $151,869 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $654,993 |
Participant contributions at end of year | 2022-12-31 | $33,093 |
Participant contributions at beginning of year | 2022-12-31 | $149,075 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $152,407 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,042,021 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,748,293 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,790,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,434,599 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,571,608 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $3,156,307 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $3,934,578 |
Interest on participant loans | 2022-12-31 | $5,179 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $124,294 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $135,053 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,255,607 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-799,979 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $2,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $192,619 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,116,613 |
Contract administrator fees | 2022-12-31 | $30,904 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2022-12-31 | 043499945 |
2021 : INNOVATE CORP 401(K) PLAN 2021 401k financial data |
---|
Total income from all sources (including contributions) | 2021-12-31 | $3,624,033 |
Total of all expenses incurred | 2021-12-31 | $2,615,067 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,572,160 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $1,483 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,044,849 |
Value of total assets at end of year | 2021-12-31 | $16,790,314 |
Value of total assets at beginning of year | 2021-12-31 | $15,781,348 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $41,424 |
Total interest from all sources | 2021-12-31 | $7,290 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $139,295 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $139,295 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $680,200 |
Participant contributions at end of year | 2021-12-31 | $149,075 |
Participant contributions at beginning of year | 2021-12-31 | $155,710 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $92,957 |
Other income not declared elsewhere | 2021-12-31 | $406 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,008,966 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $16,790,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,781,348 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $12,571,608 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,780,249 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $3,934,578 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,406,825 |
Interest on participant loans | 2021-12-31 | $7,290 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $135,053 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $438,564 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,556,193 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $873,122 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,878 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $271,692 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,572,160 |
Contract administrator fees | 2021-12-31 | $41,424 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2021-12-31 | 043499945 |
2020 : INNOVATE CORP 401(K) PLAN 2020 401k financial data |
---|
Total income from all sources (including contributions) | 2020-12-31 | $3,636,416 |
Total of all expenses incurred | 2020-12-31 | $1,650,110 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,618,256 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $116 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,163,142 |
Value of total assets at end of year | 2020-12-31 | $15,781,348 |
Value of total assets at beginning of year | 2020-12-31 | $13,795,042 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $31,738 |
Total interest from all sources | 2020-12-31 | $11,101 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $117,964 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $117,964 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $867,933 |
Participant contributions at end of year | 2020-12-31 | $155,710 |
Participant contributions at beginning of year | 2020-12-31 | $216,764 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $13,308 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $10,692 |
Other income not declared elsewhere | 2020-12-31 | $91 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,986,306 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,781,348 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,795,042 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,780,249 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,121,286 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,406,825 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $3,216,757 |
Interest on participant loans | 2020-12-31 | $11,101 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $438,564 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $221,253 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,699,366 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $644,073 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $679 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $284,517 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,674 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,618,256 |
Contract administrator fees | 2020-12-31 | $31,738 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2020-12-31 | 043499945 |
2019 : INNOVATE CORP 401(K) PLAN 2019 401k financial data |
---|
Total income from all sources (including contributions) | 2019-12-31 | $4,441,310 |
Total of all expenses incurred | 2019-12-31 | $1,201,535 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,167,019 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,832,679 |
Value of total assets at end of year | 2019-12-31 | $13,795,042 |
Value of total assets at beginning of year | 2019-12-31 | $10,555,267 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $34,516 |
Total interest from all sources | 2019-12-31 | $9,937 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $160,812 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $160,812 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $903,183 |
Participant contributions at end of year | 2019-12-31 | $216,764 |
Participant contributions at beginning of year | 2019-12-31 | $140,174 |
Participant contributions at end of year | 2019-12-31 | $13,308 |
Participant contributions at beginning of year | 2019-12-31 | $17,778 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $623,502 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $819 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,239,775 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,795,042 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,555,267 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,121,286 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,829,186 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,216,757 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,379,624 |
Interest on participant loans | 2019-12-31 | $9,937 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $221,253 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $182,827 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,722,136 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $704,526 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $10,401 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $305,994 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,674 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $5,678 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,167,019 |
Contract administrator fees | 2019-12-31 | $34,516 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2019-12-31 | 043499945 |
2018 : INNOVATE CORP 401(K) PLAN 2018 401k financial data |
---|
Total income from all sources (including contributions) | 2018-12-31 | $2,770,975 |
Total of all expenses incurred | 2018-12-31 | $1,057,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,025,647 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,542,826 |
Value of total assets at end of year | 2018-12-31 | $10,555,267 |
Value of total assets at beginning of year | 2018-12-31 | $8,842,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $32,337 |
Total interest from all sources | 2018-12-31 | $7,617 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $130,671 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $130,671 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,055,998 |
Participant contributions at end of year | 2018-12-31 | $140,174 |
Participant contributions at beginning of year | 2018-12-31 | $74,327 |
Participant contributions at end of year | 2018-12-31 | $17,778 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,111,891 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $460 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,712,991 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,555,267 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,842,276 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,829,186 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,264,555 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $2,379,624 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,259,508 |
Interest on participant loans | 2018-12-31 | $7,617 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $182,827 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $243,886 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-733,812 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-178,692 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $2,365 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $374,937 |
Employer contributions (assets) at end of year | 2018-12-31 | $5,678 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,025,187 |
Contract administrator fees | 2018-12-31 | $32,337 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2018-12-31 | 043499945 |