?>
Plan Name | INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | JAMES KILEY | 2019-11-17 | ||
002 | 2018-01-01 | JAMES KILEY | 2019-10-14 | ||
002 | 2017-01-01 | ||||
002 | 2017-01-01 | ||||
002 | 2017-01-01 | JAMES KILEY | 2019-10-14 | ||
002 | 2016-01-01 | ||||
002 | 2016-01-01 | JAMES KILEY | 2019-10-15 | ||
002 | 2016-01-01 | JAMES KILEY | 2017-10-16 | ||
002 | 2015-01-01 | MENKE | |||
002 | 2015-01-01 | MENKE | |||
002 | 2015-01-01 | JAMES KILEY | 2019-10-15 | ||
002 | 2014-01-01 | MENKE | |||
002 | 2014-01-01 | MENKE | |||
002 | 2013-01-01 | MENKE | |||
002 | 2012-01-01 | MENKE |
Measure | Date | Value |
---|---|---|
2022: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1 |
Number of participants with account balances | 2022-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1 |
Number of participants with account balances | 2021-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 11 |
Number of participants with account balances | 2019-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 28 |
Total of all active and inactive participants | 2018-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 57 |
Number of participants with account balances | 2018-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 26 |
Total of all active and inactive participants | 2017-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 52 |
Number of participants with account balances | 2017-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 23 |
Total of all active and inactive participants | 2016-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 46 |
Number of participants with account balances | 2016-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 19 |
Total of all active and inactive participants | 2015-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 38 |
Number of participants with account balances | 2015-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 33 |
Number of participants with account balances | 2014-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 9 |
2013: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 34 |
Number of participants with account balances | 2013-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 27 |
Number of participants with account balances | 2012-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $0 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $62 |
Total plan assets at beginning of year | 2022-12-31 | $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 year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $0 |
Expenses. Total of all expenses incurred | 2021-12-31 | $2,378 |
Benefits paid (including direct rollovers) | 2021-12-31 | $2,378 |
Total plan assets at end of year | 2021-12-31 | $62 |
Total plan assets at beginning of year | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
2020 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $0 |
Expenses. Total of all expenses incurred | 2020-12-31 | $25,889 |
Benefits paid (including direct rollovers) | 2020-12-31 | $25,889 |
Total plan assets at end of year | 2020-12-31 | $2,440 |
Total plan assets at beginning of year | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
2019 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $1,909,724 |
Total income from all sources | 2019-12-31 | $1,929,724 |
Expenses. Total of all expenses incurred | 2019-12-31 | $92,671 |
Benefits paid (including direct rollovers) | 2019-12-31 | $92,671 |
Total plan assets at end of year | 2019-12-31 | $28,329 |
Total plan assets at beginning of year | 2019-12-31 | $101,000 |
Other income received | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
2018 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $1,909,724 |
Total plan liabilities at beginning of year | 2018-12-31 | $2,326,390 |
Total income from all sources | 2018-12-31 | $-360,312 |
Expenses. Total of all expenses incurred | 2018-12-31 | $28,647 |
Total plan assets at end of year | 2018-12-31 | $101,000 |
Total plan assets at beginning of year | 2018-12-31 | $906,625 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $28,647 |
Other income received | 2018-12-31 | $-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 securities | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
2017 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $1,634,311 |
Total plan liabilities at beginning of year | 2017-12-31 | $2,050,977 |
Total income from all sources | 2017-12-31 | $650,826 |
Expenses. Total of all expenses incurred | 2017-12-31 | $233,160 |
Total plan assets at end of year | 2017-12-31 | $1,081,938 |
Total plan assets at beginning of year | 2017-12-31 | $1,080,938 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $233,160 |
Other income received | 2017-12-31 | $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 securities | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $2,692,881 |
Total plan liabilities at beginning of year | 2016-12-31 | $3,159,723 |
Total income from all sources | 2016-12-31 | $770,835 |
Expenses. Total of all expenses incurred | 2016-12-31 | $303,993 |
Total plan assets at end of year | 2016-12-31 | $1,183,125 |
Total plan assets at beginning of year | 2016-12-31 | $1,183,125 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $303,993 |
Other income received | 2016-12-31 | $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 securities | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $3,159,723 |
Total plan liabilities at beginning of year | 2015-12-31 | $3,576,389 |
Total income from all sources | 2015-12-31 | $720,659 |
Expenses. Total of all expenses incurred | 2015-12-31 | $303,993 |
Total plan assets at end of year | 2015-12-31 | $1,183,125 |
Total plan assets at beginning of year | 2015-12-31 | $1,183,125 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $303,993 |
Other income received | 2015-12-31 | $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 securities | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2014 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $3,576,389 |
Total plan liabilities at beginning of year | 2014-12-31 | $4,013,961 |
Total income from all sources | 2014-12-31 | $760,749 |
Expenses. Total of all expenses incurred | 2014-12-31 | $323,177 |
Total plan assets at end of year | 2014-12-31 | $1,326,875 |
Total plan assets at beginning of year | 2014-12-31 | $1,326,875 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $323,177 |
Other income received | 2014-12-31 | $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 securities | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $4,013,961 |
Total plan liabilities at beginning of year | 2013-12-31 | $4,513,889 |
Total income from all sources | 2013-12-31 | $883,609 |
Expenses. Total of all expenses incurred | 2013-12-31 | $383,681 |
Total plan assets at end of year | 2013-12-31 | $1,975,313 |
Total plan assets at beginning of year | 2013-12-31 | $1,975,313 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $383,681 |
Other income received | 2013-12-31 | $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 securities | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $4,513,889 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $-2,537,847 |
Expenses. Total of all expenses incurred | 2012-12-31 | $301,042 |
Total plan assets at end of year | 2012-12-31 | $1,675,000 |
Total plan assets at beginning of year | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $301,042 |
Other income received | 2012-12-31 | $-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 securities | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2022: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | Yes |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: INVESTMENT RETRIEVERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |