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IBTS 401(K) PLAN 401k Plan overview

Plan NameIBTS 401(K) PLAN
Plan identification number 001

IBTS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSTITUTE FOR BUILDING TECHNOLOGY AND SAFETY has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR BUILDING TECHNOLOGY AND SAFETY
Employer identification number (EIN):541963889
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about INSTITUTE FOR BUILDING TECHNOLOGY AND SAFETY

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1997-08-29
Company Identification Number: 0489964
Legal Registered Office Address: 45207 RESEARCH PLACE

ASHBURN
United States of America (USA)
20147

More information about INSTITUTE FOR BUILDING TECHNOLOGY AND SAFETY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LINDSAY WEISSBRATTEN
0012016-01-01MAURICE KESSLER
0012015-01-01RONALD CORI
0012014-01-01RONALD CORI
0012013-01-01RONALD J. CORI
0012012-01-01RONALD CORI
0012011-01-01RONALD CORI RONALD CORI2014-05-08
0012010-01-01MAURICE KESSLER
0012009-01-01MAURICE KESSLER

Plan Statistics for IBTS 401(K) PLAN

401k plan membership statisitcs for IBTS 401(K) PLAN

Measure Date Value
2022: IBTS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01238
Total number of active participants reported on line 7a of the Form 55002022-01-01152
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0183
Total of all active and inactive participants2022-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01235
Number of participants with account balances2022-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: IBTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01261
Total number of active participants reported on line 7a of the Form 55002021-01-01145
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0193
Total of all active and inactive participants2021-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01238
Number of participants with account balances2021-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: IBTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01261
Total number of active participants reported on line 7a of the Form 55002020-01-01153
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01106
Total of all active and inactive participants2020-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01259
Number of participants with account balances2020-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: IBTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01431
Total number of active participants reported on line 7a of the Form 55002019-01-01179
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01103
Total of all active and inactive participants2019-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01282
Number of participants with account balances2019-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0191
2018: IBTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01492
Total number of active participants reported on line 7a of the Form 55002018-01-01275
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01145
Total of all active and inactive participants2018-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01429
Number of participants with account balances2018-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0177
2017: IBTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01400
Total number of active participants reported on line 7a of the Form 55002017-01-01362
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01130
Total of all active and inactive participants2017-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01492
Number of participants with account balances2017-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: IBTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01237
Total number of active participants reported on line 7a of the Form 55002016-01-01307
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0189
Total of all active and inactive participants2016-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01396
Number of participants with account balances2016-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: IBTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01228
Total number of active participants reported on line 7a of the Form 55002015-01-01181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0153
Total of all active and inactive participants2015-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01234
Number of participants with account balances2015-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: IBTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01191
Total number of active participants reported on line 7a of the Form 55002014-01-01160
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01226
Number of participants with account balances2014-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: IBTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01192
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of other retired or separated participants entitled to future benefits2013-01-0170
Total of all active and inactive participants2013-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01190
Number of participants with account balances2013-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: IBTS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01209
Total number of active participants reported on line 7a of the Form 55002012-01-01117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0172
Total of all active and inactive participants2012-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01189
Number of participants with account balances2012-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: IBTS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01162
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01207
Number of participants with account balances2011-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: IBTS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01126
Total number of active participants reported on line 7a of the Form 55002010-01-01105
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01160
Number of participants with account balances2010-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: IBTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01171
Total number of active participants reported on line 7a of the Form 55002009-01-0176
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01125
Number of participants with account balances2009-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on IBTS 401(K) PLAN

Measure Date Value
2022 : IBTS 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$783,798
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,885,594
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,682,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,494,447
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,466,141
Value of total assets at end of year2022-12-31$18,017,521
Value of total assets at beginning of year2022-12-31$23,369,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$188,072
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$104,693
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$833,520
Participant contributions at end of year2022-12-31$24,791
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$30,077
Participant contributions at beginning of year2022-12-31$26,018
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,253
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$783,798
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$92,418
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$740,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-4,568,113
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,017,521
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,585,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$92,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,615,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,150,302
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$93,179
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$1,412,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$11,514
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,320,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,456,428
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$632,621
Employer contributions (assets) at end of year2022-12-31$26,622
Employer contributions (assets) at beginning of year2022-12-31$21,905
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,494,447
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$2,927
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : IBTS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$783,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$203,437
Total income from all sources (including contributions)2021-12-31$4,565,104
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,836,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,748,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,477,296
Value of total assets at end of year2021-12-31$23,369,432
Value of total assets at beginning of year2021-12-31$20,060,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,514
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,630,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,630,230
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$824,459
Participant contributions at end of year2021-12-31$26,018
Participant contributions at beginning of year2021-12-31$29,901
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$41,276
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$783,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$203,437
Total non interest bearing cash at end of year2021-12-31$740,854
Total non interest bearing cash at beginning of year2021-12-31$150,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,728,634
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,585,634
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,857,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,150,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,417,230
Value of interest in common/collective trusts at end of year2021-12-31$1,412,100
Value of interest in common/collective trusts at beginning of year2021-12-31$1,439,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,457,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$611,561
Employer contributions (assets) at end of year2021-12-31$21,905
Employer contributions (assets) at beginning of year2021-12-31$22,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,748,956
Contract administrator fees2021-12-31$87,514
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY
Accountancy firm EIN2021-12-31450250958
2020 : IBTS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$203,437
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$126,978
Total income from all sources (including contributions)2020-12-31$4,684,234
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,631,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,564,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,515,517
Value of total assets at end of year2020-12-31$20,060,437
Value of total assets at beginning of year2020-12-31$18,931,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,564
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$625,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$625,849
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$754,908
Participant contributions at end of year2020-12-31$29,901
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$119,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$203,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$126,978
Total non interest bearing cash at end of year2020-12-31$150,975
Total non interest bearing cash at beginning of year2020-12-31$126,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,052,439
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,857,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,804,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$36,455
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,417,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,754,504
Value of interest in common/collective trusts at end of year2020-12-31$1,439,771
Value of interest in common/collective trusts at beginning of year2020-12-31$1,050,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,517,875
Net investment gain or loss from common/collective trusts2020-12-31$24,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$641,473
Employer contributions (assets) at end of year2020-12-31$22,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,564,231
Contract administrator fees2020-12-31$31,109
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : IBTS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$126,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$403,603
Total income from all sources (including contributions)2019-12-31$5,514,578
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,405,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,314,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,712,634
Value of total assets at end of year2019-12-31$18,931,539
Value of total assets at beginning of year2019-12-31$16,098,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,069
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$871,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$871,852
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$810,546
Participant contributions at beginning of year2019-12-31$36,116
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$126,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$403,603
Total non interest bearing cash at end of year2019-12-31$126,978
Total non interest bearing cash at beginning of year2019-12-31$333,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,109,170
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,804,561
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,695,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$46,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,754,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,491,137
Value of interest in common/collective trusts at end of year2019-12-31$1,050,057
Value of interest in common/collective trusts at beginning of year2019-12-31$1,210,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,930,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$895,262
Employer contributions (assets) at beginning of year2019-12-31$27,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,314,339
Contract administrator fees2019-12-31$44,466
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
2018 : IBTS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$403,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$170,775
Total income from all sources (including contributions)2018-12-31$1,915,762
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,001,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$920,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,803,118
Value of total assets at end of year2018-12-31$16,098,994
Value of total assets at beginning of year2018-12-31$14,952,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$81,432
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$896,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$875,151
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,173,807
Participant contributions at end of year2018-12-31$36,116
Participant contributions at beginning of year2018-12-31$47,042
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$506,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$403,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$170,775
Total non interest bearing cash at end of year2018-12-31$333,661
Total non interest bearing cash at beginning of year2018-12-31$170,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$914,017
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,695,391
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,781,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$47,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,491,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,777,616
Value of interest in common/collective trusts at end of year2018-12-31$1,210,887
Value of interest in common/collective trusts at beginning of year2018-12-31$900,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,783,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,122,869
Employer contributions (assets) at end of year2018-12-31$27,193
Employer contributions (assets) at beginning of year2018-12-31$56,332
Income. Dividends from common stock2018-12-31$21,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$920,313
Contract administrator fees2018-12-31$33,804
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HALT, BUZAS &POWELL, LTD.
Accountancy firm EIN2018-12-31260004395
2017 : IBTS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$170,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$105,320
Total income from all sources (including contributions)2017-12-31$4,488,179
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$539,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$483,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,331,859
Value of total assets at end of year2017-12-31$14,952,149
Value of total assets at beginning of year2017-12-31$10,938,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,107
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$645,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$631,444
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$994,688
Participant contributions at end of year2017-12-31$47,042
Participant contributions at beginning of year2017-12-31$51,862
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$363,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$170,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$105,320
Total non interest bearing cash at end of year2017-12-31$170,775
Total non interest bearing cash at beginning of year2017-12-31$105,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,948,584
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,781,374
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,832,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$36,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,777,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,859,569
Value of interest in common/collective trusts at end of year2017-12-31$900,384
Value of interest in common/collective trusts at beginning of year2017-12-31$715,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,510,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$973,798
Employer contributions (assets) at end of year2017-12-31$56,332
Employer contributions (assets) at beginning of year2017-12-31$205,467
Income. Dividends from common stock2017-12-31$14,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$483,488
Contract administrator fees2017-12-31$20,040
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HALT BUZAS & POWELL, LTD
Accountancy firm EIN2017-12-31260004395
2016 : IBTS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$105,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$56,439
Total income from all sources (including contributions)2016-12-31$2,956,755
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$684,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$646,058
Value of total corrective distributions2016-12-31$3,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,041,678
Value of total assets at end of year2016-12-31$10,938,110
Value of total assets at beginning of year2016-12-31$8,617,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,530
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$441,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$441,428
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$736,403
Participant contributions at end of year2016-12-31$51,862
Participant contributions at beginning of year2016-12-31$22,163
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$406,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$105,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$56,439
Other income not declared elsewhere2016-12-31$-532,959
Administrative expenses (other) incurred2016-12-31$35,530
Total non interest bearing cash at end of year2016-12-31$105,320
Total non interest bearing cash at beginning of year2016-12-31$56,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,271,847
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,832,790
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,560,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,859,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,357,775
Value of interest in common/collective trusts at end of year2016-12-31$715,892
Value of interest in common/collective trusts at beginning of year2016-12-31$675,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$993,629
Net investment gain or loss from common/collective trusts2016-12-31$12,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$898,850
Employer contributions (assets) at end of year2016-12-31$205,467
Employer contributions (assets) at beginning of year2016-12-31$505,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$646,058
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HALT BUZAS & POWELL, LTD
Accountancy firm EIN2016-12-31260004395
2015 : IBTS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$56,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$40,277
Total income from all sources (including contributions)2015-12-31$1,324,936
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$443,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$399,479
Value of total corrective distributions2015-12-31$11,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,263,510
Value of total assets at end of year2015-12-31$8,617,382
Value of total assets at beginning of year2015-12-31$7,719,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,577
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$527,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$527,243
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$481,201
Participant contributions at end of year2015-12-31$22,163
Participant contributions at beginning of year2015-12-31$14,428
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$275,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$56,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$40,277
Administrative expenses (other) incurred2015-12-31$32,577
Total non interest bearing cash at end of year2015-12-31$56,440
Total non interest bearing cash at beginning of year2015-12-31$25,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$881,843
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,560,943
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,679,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,357,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,748,841
Value of interest in common/collective trusts at end of year2015-12-31$675,433
Value of interest in common/collective trusts at beginning of year2015-12-31$674,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-478,424
Net investment gain or loss from common/collective trusts2015-12-31$12,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$506,472
Employer contributions (assets) at end of year2015-12-31$505,571
Employer contributions (assets) at beginning of year2015-12-31$255,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$399,479
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HALT BUZAS & POWELL, LTD
Accountancy firm EIN2015-12-31260004395
2014 : IBTS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$40,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,901
Total income from all sources (including contributions)2014-12-31$1,358,860
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$276,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$241,124
Value of total corrective distributions2014-12-31$6,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$792,615
Value of total assets at end of year2014-12-31$7,719,377
Value of total assets at beginning of year2014-12-31$6,610,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,580
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$473,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$473,129
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$375,296
Participant contributions at end of year2014-12-31$14,428
Participant contributions at beginning of year2014-12-31$16,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$40,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,901
Other income not declared elsewhere2014-12-31$-280
Administrative expenses (other) incurred2014-12-31$28,580
Total non interest bearing cash at end of year2014-12-31$25,850
Total non interest bearing cash at beginning of year2014-12-31$13,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,082,572
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,679,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,596,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,748,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,685,527
Value of interest in common/collective trusts at end of year2014-12-31$674,895
Value of interest in common/collective trusts at beginning of year2014-12-31$496,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$82,128
Net investment gain or loss from common/collective trusts2014-12-31$11,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$417,319
Employer contributions (assets) at end of year2014-12-31$255,363
Employer contributions (assets) at beginning of year2014-12-31$397,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$241,124
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HALT BUZAS & POWELL, LTD
Accountancy firm EIN2014-12-31260004395
2013 : IBTS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,318
Total income from all sources (including contributions)2013-12-31$2,030,394
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$224,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$198,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$749,636
Value of total assets at end of year2013-12-31$6,610,429
Value of total assets at beginning of year2013-12-31$4,808,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,117
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$222,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$222,828
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$336,503
Participant contributions at end of year2013-12-31$16,768
Participant contributions at beginning of year2013-12-31$16,349
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$13,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$17,318
Other income not declared elsewhere2013-12-31$1,494
Administrative expenses (other) incurred2013-12-31$26,117
Total non interest bearing cash at end of year2013-12-31$13,901
Total non interest bearing cash at beginning of year2013-12-31$17,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,805,447
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,596,528
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,791,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,685,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,009,924
Value of interest in common/collective trusts at end of year2013-12-31$496,969
Value of interest in common/collective trusts at beginning of year2013-12-31$410,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,048,386
Net investment gain or loss from common/collective trusts2013-12-31$8,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$397,264
Employer contributions (assets) at end of year2013-12-31$397,264
Employer contributions (assets) at beginning of year2013-12-31$354,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$198,830
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HALT BUZAS & POWELL, LTD
Accountancy firm EIN2013-12-31260004395
2012 : IBTS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,590
Total income from all sources (including contributions)2012-12-31$1,300,165
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$175,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$151,554
Value of total corrective distributions2012-12-31$2,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$727,138
Value of total assets at end of year2012-12-31$4,808,399
Value of total assets at beginning of year2012-12-31$3,682,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,388
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$161,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$161,421
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$342,816
Participant contributions at end of year2012-12-31$16,349
Participant contributions at beginning of year2012-12-31$39,566
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$17,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$15,590
Other income not declared elsewhere2012-12-31$4,721
Administrative expenses (other) incurred2012-12-31$21,388
Total non interest bearing cash at end of year2012-12-31$17,318
Total non interest bearing cash at beginning of year2012-12-31$15,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,124,458
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,791,081
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,666,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,009,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,156,145
Value of interest in common/collective trusts at end of year2012-12-31$410,740
Value of interest in common/collective trusts at beginning of year2012-12-31$416,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$396,857
Net investment gain or loss from common/collective trusts2012-12-31$10,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$382,914
Employer contributions (assets) at end of year2012-12-31$354,068
Employer contributions (assets) at beginning of year2012-12-31$54,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$151,554
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HALTZ, BUZAS & POWELL, LTD
Accountancy firm EIN2012-12-31260004395
2011 : IBTS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,750
Total income from all sources (including contributions)2011-12-31$519,032
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$199,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$168,722
Value of total corrective distributions2011-12-31$10,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$597,125
Value of total assets at end of year2011-12-31$3,682,213
Value of total assets at beginning of year2011-12-31$3,355,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,628
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$114,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$114,449
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$277,102
Participant contributions at end of year2011-12-31$39,566
Participant contributions at beginning of year2011-12-31$7,982
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$26,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$15,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,750
Administrative expenses (other) incurred2011-12-31$19,628
Total non interest bearing cash at end of year2011-12-31$15,590
Total non interest bearing cash at beginning of year2011-12-31$8,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$319,945
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,666,623
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,346,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,156,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,958,857
Value of interest in common/collective trusts at end of year2011-12-31$416,175
Value of interest in common/collective trusts at beginning of year2011-12-31$354,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-203,666
Net investment gain or loss from common/collective trusts2011-12-31$11,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$294,011
Employer contributions (assets) at end of year2011-12-31$54,737
Employer contributions (assets) at beginning of year2011-12-31$25,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$168,722
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HALTZ, BUZAS & POWELL, LTD
Accountancy firm EIN2011-12-31260004395
2010 : IBTS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,776
Total income from all sources (including contributions)2010-12-31$897,487
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$275,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$252,610
Value of total corrective distributions2010-12-31$10,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$465,313
Value of total assets at end of year2010-12-31$3,355,428
Value of total assets at beginning of year2010-12-31$2,733,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,077
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$62,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$62,452
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$216,095
Participant contributions at end of year2010-12-31$7,982
Participant contributions at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$8,776
Other income not declared elsewhere2010-12-31$208
Administrative expenses (other) incurred2010-12-31$13,077
Total non interest bearing cash at end of year2010-12-31$8,750
Total non interest bearing cash at beginning of year2010-12-31$8,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$621,752
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,346,678
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,724,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,958,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,442,805
Value of interest in common/collective trusts at end of year2010-12-31$354,220
Value of interest in common/collective trusts at beginning of year2010-12-31$282,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$360,842
Net investment gain or loss from common/collective trusts2010-12-31$8,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$249,218
Employer contributions (assets) at end of year2010-12-31$25,619
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$252,610
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HALTZ, BUZAS & POWELL, LTD
Accountancy firm EIN2010-12-31260004395
2009 : IBTS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for IBTS 401(K) PLAN

2022: IBTS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBTS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBTS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBTS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBTS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBTS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBTS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBTS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBTS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBTS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBTS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBTS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBTS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBTS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG62482
Policy instance 1
Insurance contract or identification numberG62482
Number of Individuals Covered223
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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