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ISASGBT 401K 401k Plan overview

Plan NameISASGBT 401K
Plan identification number 001

ISASGBT 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

TRUSTEES OF THE ISAS GROUP BENEFITS TRUST has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF THE ISAS GROUP BENEFITS TRUST
Employer identification number (EIN):731366012
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ISASGBT 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DONALD GRAHAM2023-03-14
0012021-01-01DONALD GRAHAM2022-01-31
0012020-01-01DONALD GRAHAM2021-05-17
0012019-01-01DONALD GRAHAM2020-05-30
0012018-01-01DONALD GRAHAM2019-04-05 DONALD GRAHAM2019-04-05
0012017-01-01DONALD GRAHAM2019-04-05 DONALD GRAHAM2019-04-05
0012016-01-01DONALD GRAHAM2019-04-05 DONALD GRAHAM2019-04-05
0012015-01-01DONALD GRAHAM2019-04-05 DONALD GRAHAM2019-04-05
0012014-01-01DONALD GRAHAM2019-04-05 DONALD GRAHAM2019-04-05
0012013-01-01DONALD GRAHAM2019-04-05 DONALD GRAHAM2019-04-05
0012012-01-01DONALD GRAHAM2019-04-05 DONALD GRAHAM2019-04-05
0012011-01-01DONALD GRAHAM2019-04-05 DONALD GRAHAM2019-04-05
0012010-01-01DONALD GRAHAM2019-04-05 DONALD GRAHAM2019-04-05
0012009-01-01DONALD GRAHAM2019-04-05 DONALD GRAHAM2019-04-05
0012008-07-01DONALD GRAHAM DONALD GRAHAM2019-04-05

Plan Statistics for ISASGBT 401K

401k plan membership statisitcs for ISASGBT 401K

Measure Date Value
2008: ISASGBT 401K 2008 401k membership
Total participants, beginning-of-year2008-07-011
Total number of active participants reported on line 7a of the Form 55002008-07-011
Total of all active and inactive participants2008-07-011
Total participants2008-07-011
Number of participants with account balances2008-07-011

Financial Data on ISASGBT 401K

Measure Date Value
2008 : ISASGBT 401K 2008 401k financial data
Total income from all sources2008-12-31$7,605
Total plan assets at end of year2008-12-31$7,605
Total plan assets at beginning of year2008-12-31$0
Value of fidelity bond covering the plan2008-12-31$500,000
Total contributions received or receivable from participants2008-12-31$2,519
Other income received2008-12-31$49
Net income (gross income less expenses)2008-12-31$7,605
Net plan assets at end of year (total assets less liabilities)2008-12-31$7,605
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$0
Total contributions received or receivable from employer(s)2008-12-31$5,037

Form 5500 Responses for ISASGBT 401K

2008: ISASGBT 401K 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01First time form 5500 has been submittedYes
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement - TrustYes

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