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INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameINVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

INVESTMENT RETRIEVERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:INVESTMENT RETRIEVERS, INC.
Employer identification number (EIN):680482885
NAIC Classification:522298
NAIC Description:All Other Nondepository Credit Intermediation

Additional information about INVESTMENT RETRIEVERS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2005-10-25
Company Identification Number: 0800563357
Legal Registered Office Address: 950 GLENN DR STE 160

FOLSOM
United States of America (USA)
95630

More information about INVESTMENT RETRIEVERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01JAMES KILEY2019-11-17
0022018-01-01JAMES KILEY2019-10-14
0022017-01-01
0022017-01-01
0022017-01-01JAMES KILEY2019-10-14
0022016-01-01
0022016-01-01JAMES KILEY2019-10-15
0022016-01-01JAMES KILEY2017-10-16
0022015-01-01MENKE
0022015-01-01MENKE
0022015-01-01JAMES KILEY2019-10-15
0022014-01-01MENKE
0022014-01-01MENKE
0022013-01-01MENKE
0022012-01-01MENKE

Plan Statistics for INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0157
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0157
Total number of active participants reported on line 7a of the Form 55002018-01-0129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0157
Number of participants with account balances2018-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0145
Total number of active participants reported on line 7a of the Form 55002017-01-0126
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0152
Number of participants with account balances2017-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0146
Total number of active participants reported on line 7a of the Form 55002016-01-0123
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0146
Number of participants with account balances2016-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0140
Total number of active participants reported on line 7a of the Form 55002015-01-0119
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0138
Number of participants with account balances2015-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0136
Total number of active participants reported on line 7a of the Form 55002014-01-0119
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0133
Number of participants with account balances2014-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0134
Total number of active participants reported on line 7a of the Form 55002013-01-0130
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0134
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0127
Number of participants with account balances2012-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$0
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$62
Total plan assets at beginning of year2022-12-31$62
Net income (gross income less expenses)2022-12-31$0
Net plan assets at end of year (total assets less liabilities)2022-12-31$62
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$62
2021 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$0
Expenses. Total of all expenses incurred2021-12-31$2,378
Benefits paid (including direct rollovers)2021-12-31$2,378
Total plan assets at end of year2021-12-31$62
Total plan assets at beginning of year2021-12-31$2,440
Net income (gross income less expenses)2021-12-31$-2,378
Net plan assets at end of year (total assets less liabilities)2021-12-31$62
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$0
Expenses. Total of all expenses incurred2020-12-31$25,889
Benefits paid (including direct rollovers)2020-12-31$25,889
Total plan assets at end of year2020-12-31$2,440
Total plan assets at beginning of year2020-12-31$28,329
Net income (gross income less expenses)2020-12-31$-25,889
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,440
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$28,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$1,909,724
Total income from all sources2019-12-31$1,929,724
Expenses. Total of all expenses incurred2019-12-31$92,671
Benefits paid (including direct rollovers)2019-12-31$92,671
Total plan assets at end of year2019-12-31$28,329
Total plan assets at beginning of year2019-12-31$101,000
Other income received2019-12-31$1,929,724
Net income (gross income less expenses)2019-12-31$1,837,053
Net plan assets at end of year (total assets less liabilities)2019-12-31$28,329
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$-1,808,724
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$1,909,724
Total plan liabilities at beginning of year2018-12-31$2,326,390
Total income from all sources2018-12-31$-360,312
Expenses. Total of all expenses incurred2018-12-31$28,647
Total plan assets at end of year2018-12-31$101,000
Total plan assets at beginning of year2018-12-31$906,625
Expenses. Other expenses not covered elsewhere2018-12-31$28,647
Other income received2018-12-31$-805,625
Net income (gross income less expenses)2018-12-31$-388,959
Net plan assets at end of year (total assets less liabilities)2018-12-31$-1,808,724
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$-1,419,765
Assets. Value of employer securities2018-12-31$100,000
Total contributions received or receivable from employer(s)2018-12-31$445,313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$1,634,311
Total plan liabilities at beginning of year2017-12-31$2,050,977
Total income from all sources2017-12-31$650,826
Expenses. Total of all expenses incurred2017-12-31$233,160
Total plan assets at end of year2017-12-31$1,081,938
Total plan assets at beginning of year2017-12-31$1,080,938
Expenses. Other expenses not covered elsewhere2017-12-31$233,160
Other income received2017-12-31$296,093
Net income (gross income less expenses)2017-12-31$417,666
Net plan assets at end of year (total assets less liabilities)2017-12-31$-552,373
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$-970,039
Assets. Value of employer securities2017-12-31$1,080,938
Total contributions received or receivable from employer(s)2017-12-31$354,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$2,692,881
Total plan liabilities at beginning of year2016-12-31$3,159,723
Total income from all sources2016-12-31$770,835
Expenses. Total of all expenses incurred2016-12-31$303,993
Total plan assets at end of year2016-12-31$1,183,125
Total plan assets at beginning of year2016-12-31$1,183,125
Expenses. Other expenses not covered elsewhere2016-12-31$303,993
Other income received2016-12-31$504,468
Net income (gross income less expenses)2016-12-31$466,842
Net plan assets at end of year (total assets less liabilities)2016-12-31$-1,509,756
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$-1,976,598
Assets. Value of employer securities2016-12-31$892,188
Total contributions received or receivable from employer(s)2016-12-31$266,367
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$3,159,723
Total plan liabilities at beginning of year2015-12-31$3,576,389
Total income from all sources2015-12-31$720,659
Expenses. Total of all expenses incurred2015-12-31$303,993
Total plan assets at end of year2015-12-31$1,183,125
Total plan assets at beginning of year2015-12-31$1,183,125
Expenses. Other expenses not covered elsewhere2015-12-31$303,993
Other income received2015-12-31$454,292
Net income (gross income less expenses)2015-12-31$416,666
Net plan assets at end of year (total assets less liabilities)2015-12-31$-1,976,598
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$-2,393,264
Assets. Value of employer securities2015-12-31$1,183,125
Total contributions received or receivable from employer(s)2015-12-31$266,367
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$3,576,389
Total plan liabilities at beginning of year2014-12-31$4,013,961
Total income from all sources2014-12-31$760,749
Expenses. Total of all expenses incurred2014-12-31$323,177
Total plan assets at end of year2014-12-31$1,326,875
Total plan assets at beginning of year2014-12-31$1,326,875
Expenses. Other expenses not covered elsewhere2014-12-31$323,177
Other income received2014-12-31$507,510
Net income (gross income less expenses)2014-12-31$437,572
Net plan assets at end of year (total assets less liabilities)2014-12-31$-2,249,514
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$-2,687,086
Assets. Value of employer securities2014-12-31$1,326,875
Total contributions received or receivable from employer(s)2014-12-31$253,239
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$4,013,961
Total plan liabilities at beginning of year2013-12-31$4,513,889
Total income from all sources2013-12-31$883,609
Expenses. Total of all expenses incurred2013-12-31$383,681
Total plan assets at end of year2013-12-31$1,975,313
Total plan assets at beginning of year2013-12-31$1,975,313
Expenses. Other expenses not covered elsewhere2013-12-31$383,681
Other income received2013-12-31$494,943
Net income (gross income less expenses)2013-12-31$499,928
Net plan assets at end of year (total assets less liabilities)2013-12-31$-2,038,648
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$-2,538,576
Assets. Value of employer securities2013-12-31$1,975,313
Total contributions received or receivable from employer(s)2013-12-31$388,666
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$4,513,889
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$-2,537,847
Expenses. Total of all expenses incurred2012-12-31$301,042
Total plan assets at end of year2012-12-31$1,675,000
Total plan assets at beginning of year2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$301,042
Other income received2012-12-31$-2,904,848
Net income (gross income less expenses)2012-12-31$-2,838,889
Net plan assets at end of year (total assets less liabilities)2012-12-31$-2,838,889
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Assets. Value of employer securities2012-12-31$1,675,000
Total contributions received or receivable from employer(s)2012-12-31$367,001
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP 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: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP 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: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP 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: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP 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: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP 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: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP 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: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP 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

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