?>
Logo

IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameIVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

IVAN WARE & SON INC. has sponsored the creation of one or more 401k plans.

Company Name:IVAN WARE & SON INC.
Employer identification number (EIN):610597150
NAIC Classification:238290
NAIC Description:Other Building Equipment Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01MICHAEL MARTIN2020-09-08
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MISSY BLAIN2015-10-08
0012014-01-01MISSY BLAIN2016-02-25
0012013-01-01MICHAEL MARTIN2014-10-13
0012012-01-01MISSY BLAIN
0012011-01-01MISSY BLAIN
0012010-01-01MISSY BLAIN
0012009-01-01MISSY BLAIN

Plan Statistics for IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01131
Total number of active participants reported on line 7a of the Form 55002022-01-01132
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01145
Number of participants with account balances2022-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01126
Total number of active participants reported on line 7a of the Form 55002021-01-01118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01131
Number of participants with account balances2021-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01128
Total number of active participants reported on line 7a of the Form 55002020-01-01114
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01123
Number of participants with account balances2020-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2012: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0191
Total number of active participants reported on line 7a of the Form 55002012-01-0176
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0192
Number of participants with account balances2012-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0184
Total number of active participants reported on line 7a of the Form 55002011-01-0176
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0184
Number of participants with account balances2011-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0181
Total number of active participants reported on line 7a of the Form 55002010-01-0175
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0183
Number of participants with account balances2010-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0179
Total number of active participants reported on line 7a of the Form 55002009-01-0169
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0179
Number of participants with account balances2009-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,622,493
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$981,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$847,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,537,382
Value of total assets at end of year2022-12-31$20,332,274
Value of total assets at beginning of year2022-12-31$22,936,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$133,984
Total interest from all sources2022-12-31$17,636
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$255,531
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$255,531
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,430,494
Participant contributions at end of year2022-12-31$259,206
Participant contributions at beginning of year2022-12-31$311,980
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,336,535
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,682,238
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$204,606
Other income not declared elsewhere2022-12-31$-690,586
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
Value of net income/loss2022-12-31$-2,604,261
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,332,274
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,936,535
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
Investment advisory and management fees2022-12-31$52,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,211,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,653,796
Interest on participant loans2022-12-31$17,147
Value of interest in common/collective trusts at end of year2022-12-31$3,488,938
Value of interest in common/collective trusts at beginning of year2022-12-31$3,288,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$35,893
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$489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,803,198
Net investment gain or loss from common/collective trusts2022-12-31$60,742
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$902,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$847,784
Contract administrator fees2022-12-31$81,174
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 PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : IVAN WARE & SON INC. 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,388,894
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,199,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,068,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$22,936,535
Value of total assets at beginning of year2021-12-31$20,747,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$131,182
Total interest from all sources2021-12-31$2,017,106
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$240,661
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$240,661
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$1,137,351
Participant contributions at end of year2021-12-31$311,980
Participant contributions at beginning of year2021-12-31$347,651
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,682,238
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,502,525
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$44,296
Other income not declared elsewhere2021-12-31$179,713
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$2,189,284
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,936,535
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,747,251
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
Investment advisory and management fees2021-12-31$52,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,624,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,227,026
Interest on participant loans2021-12-31$20,340
Income. Interest from US Government securities2021-12-31$1,137,351
Income. Interest from corporate debt instruments2021-12-31$95,915
Value of interest in common/collective trusts at end of year2021-12-31$3,288,521
Value of interest in common/collective trusts at beginning of year2021-12-31$4,646,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$29,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$23,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$23,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$763,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,895,798
Net investment gain or loss from common/collective trusts2021-12-31$55,616
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$764,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,068,428
Contract administrator fees2021-12-31$78,634
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 name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : IVAN WARE & SON INC. 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,273,648
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$389,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$283,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,829,795
Value of total assets at end of year2020-12-31$20,747,251
Value of total assets at beginning of year2020-12-31$16,862,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$106,239
Total interest from all sources2020-12-31$28,041
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$202,281
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$202,281
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,085,818
Participant contributions at end of year2020-12-31$347,651
Participant contributions at beginning of year2020-12-31$386,440
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,502,525
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$793,679
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$444,088
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
Value of net income/loss2020-12-31$3,884,304
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,747,251
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,862,947
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$42,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,227,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,872,331
Interest on participant loans2020-12-31$27,980
Value of interest in common/collective trusts at end of year2020-12-31$4,646,668
Value of interest in common/collective trusts at beginning of year2020-12-31$1,800,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$23,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$10,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$10,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,707,411
Net investment gain or loss from common/collective trusts2020-12-31$62,032
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$743,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$283,105
Contract administrator fees2020-12-31$64,002
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 name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2012 : IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$900,155
Expenses. Total of all expenses incurred2012-12-31$163,478
Benefits paid (including direct rollovers)2012-12-31$163,478
Total plan assets at end of year2012-12-31$5,704,657
Total plan assets at beginning of year2012-12-31$4,967,980
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$408,159
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$444,050
Net income (gross income less expenses)2012-12-31$736,677
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,704,657
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,967,980
Assets. Value of participant loans2012-12-31$170,592
Total contributions received or receivable from employer(s)2012-12-31$47,946
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$198,640
Expenses. Total of all expenses incurred2011-12-31$105,578
Benefits paid (including direct rollovers)2011-12-31$105,578
Total plan assets at end of year2011-12-31$4,967,980
Total plan assets at beginning of year2011-12-31$4,874,918
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$411,257
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-316,370
Net income (gross income less expenses)2011-12-31$93,062
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,967,980
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,874,918
Assets. Value of participant loans2011-12-31$201,383
Total contributions received or receivable from employer(s)2011-12-31$103,753
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$837,633
Expenses. Total of all expenses incurred2010-12-31$186,762
Benefits paid (including direct rollovers)2010-12-31$186,762
Total plan assets at end of year2010-12-31$4,955,991
Total plan assets at beginning of year2010-12-31$4,305,120
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$325,289
Contributions received from other sources (not participants or employers)2010-12-31$3,500
Other income received2010-12-31$383,571
Net income (gross income less expenses)2010-12-31$650,871
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,955,991
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,305,120
Assets. Value of participant loans2010-12-31$161,677
Total contributions received or receivable from employer(s)2010-12-31$125,273
2009 : IVAN WARE & SON INC. 401(K) PROFIT SHARING 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 IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN

2022: IVAN WARE & SON INC. 401(K) PROFIT SHARING 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IVAN WARE & SON INC. 401(K) PROFIT SHARING 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: IVAN WARE & SON INC. 401(K) PROFIT SHARING 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
2012: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IVAN WARE & SON INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IVAN WARE & SON INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2WG45
Policy instance 1
Insurance contract or identification numberGAP-B2WG45
Number of Individuals Covered76
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $320
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $320
Insurance broker nameAMERICAN EQUITY INVESTMENT CORP
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2WG45
Policy instance 1
Insurance contract or identification numberGAP-B2WG45
Number of Individuals Covered76
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $199
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2WG45
Policy instance 1
Insurance contract or identification numberGAP-B2WG45
Number of Individuals Covered70
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $285
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $285
Insurance broker nameAMERICAN EQUITY INVESTMENT CORP

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3