401k Plan data: INCEED, LLC PROFIT SHARING PLAN plan

INCEED, LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	INCEED, LLC PROFIT SHARING PLAN
Plan identification number	001

INCEED, LLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

INCEED, LLC has sponsored the creation of one or more 401k plans.

Company Name: INCEED, LLC

Employer identification number (EIN): 731610687

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about INCEED, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2016-06-10

Company Identification Number: 0802481462

Legal Registered Office Address: 907 S DETROIT AVE STE 1300

TULSA
United States of America (USA)
74120

More information about INCEED, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INCEED, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 COLIN LEE 2023-09-25 COLIN LEE 2023-09-25
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 COLIN LEE
001 2016-01-01 COLIN LEE
001 2015-01-01 COLIN LEE
001 2014-01-01 COLIN LEE
001 2013-01-01 COLIN LEE
001 2012-01-01 COLIN LEE 2013-08-20
001 2011-01-01 COLIN LEE 2012-09-19
001 2010-01-01 COLIN LEE 2011-06-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	COLIN LEE	2023-09-25	COLIN LEE	2023-09-25
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	COLIN LEE
001	2016-01-01	COLIN LEE
001	2015-01-01	COLIN LEE
001	2014-01-01	COLIN LEE
001	2013-01-01	COLIN LEE
001	2012-01-01	COLIN LEE	2013-08-20
001	2011-01-01	COLIN LEE	2012-09-19
001	2010-01-01	COLIN LEE	2011-06-07

Plan Statistics for INCEED, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for INCEED, LLC PROFIT SHARING PLAN

Measure Date Value
2022: INCEED, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 153
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 46
Total of all active and inactive participants 2022-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 199
Number of participants with account balances 2022-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INCEED, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 160
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 45
Total of all active and inactive participants 2021-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 205
Number of participants with account balances 2021-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: INCEED, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 163
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 23
Total of all active and inactive participants 2020-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 186
Number of participants with account balances 2020-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: INCEED, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 127
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 39
Total of all active and inactive participants 2019-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 166
Number of participants with account balances 2019-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: INCEED, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 107
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 36
Total of all active and inactive participants 2018-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 143
Number of participants with account balances 2018-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: INCEED, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
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 30
Total of all active and inactive participants 2017-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 72
Number of participants with account balances 2017-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: INCEED, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 45
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 4
Total of all active and inactive participants 2016-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 49
Number of participants with account balances 2016-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INCEED, LLC PROFIT SHARING 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 47
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 3
Total of all active and inactive participants 2015-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 50
Number of participants with account balances 2015-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INCEED, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
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 4
Total of all active and inactive participants 2014-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 40
Number of participants with account balances 2014-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INCEED, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 41
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 1
Total of all active and inactive participants 2013-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 31
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: INCEED, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	153
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	46
Total of all active and inactive participants	2022-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	199
Number of participants with account balances	2022-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INCEED, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	160
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	45
Total of all active and inactive participants	2021-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	205
Number of participants with account balances	2021-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: INCEED, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	163
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	23
Total of all active and inactive participants	2020-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	186
Number of participants with account balances	2020-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: INCEED, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	127
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	39
Total of all active and inactive participants	2019-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	166
Number of participants with account balances	2019-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: INCEED, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	107
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	36
Total of all active and inactive participants	2018-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	143
Number of participants with account balances	2018-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: INCEED, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
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	30
Total of all active and inactive participants	2017-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	72
Number of participants with account balances	2017-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: INCEED, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	45
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	4
Total of all active and inactive participants	2016-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	49
Number of participants with account balances	2016-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INCEED, LLC PROFIT SHARING 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	47
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	3
Total of all active and inactive participants	2015-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	50
Number of participants with account balances	2015-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INCEED, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
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	4
Total of all active and inactive participants	2014-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	40
Number of participants with account balances	2014-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INCEED, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	41
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	1
Total of all active and inactive participants	2013-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	31
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on INCEED, LLC PROFIT SHARING PLAN

Measure	Date	Value
2022 : INCEED, LLC PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-437,767
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$420,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$416,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,207,392
Value of total assets at end of year	2022-12-31	$8,037,056
Value of total assets at beginning of year	2022-12-31	$8,895,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,489
Total interest from all sources	2022-12-31	$-88,152
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$796,838
Participant contributions at end of year	2022-12-31	$28,660
Participant contributions at beginning of year	2022-12-31	$12,278
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-858,032
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,037,056
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,895,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,469,869
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$8,278,858
Interest on participant loans	2022-12-31	$1,052
Interest earned on other investments	2022-12-31	$-89,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$538,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$603,952
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,557,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$405,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$416,776
Contract administrator fees	2022-12-31	$3,489
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2022-12-31	431947695
2021 : INCEED, LLC PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$15,120
Total unrealized appreciation/depreciation of assets	2021-12-31	$15,120
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	$2,187,693
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$429,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$419,493
Expenses. Certain deemed distributions of participant loans	2021-12-31	$7,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,058,445
Value of total assets at end of year	2021-12-31	$8,895,088
Value of total assets at beginning of year	2021-12-31	$7,136,839
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,375
Total interest from all sources	2021-12-31	$911
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$2,375
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$698,885
Participant contributions at end of year	2021-12-31	$12,278
Participant contributions at beginning of year	2021-12-31	$15,275
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,758,249
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,895,088
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,136,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$8,278,858
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,115,728
Interest on participant loans	2021-12-31	$911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$603,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,836
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,113,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$355,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$419,493
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2021-12-31	431947695
2020 : INCEED, LLC PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$263
Total unrealized appreciation/depreciation of assets	2020-12-31	$263
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	$1,805,637
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$429,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$422,493
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$895,494
Value of total assets at end of year	2020-12-31	$7,136,839
Value of total assets at beginning of year	2020-12-31	$5,760,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,025
Total interest from all sources	2020-12-31	$1,416
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$4,025
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$582,558
Participant contributions at end of year	2020-12-31	$15,275
Participant contributions at beginning of year	2020-12-31	$24,852
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$24,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,375,904
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,136,839
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,760,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$7,115,728
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,732,136
Income. Interest from loans (other than to participants)	2020-12-31	$1,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,947
Net investment gain/loss from pooled separate accounts	2020-12-31	$908,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$288,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$422,493
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2020-12-31	431947695
2019 : INCEED, LLC PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$115
Total unrealized appreciation/depreciation of assets	2019-12-31	$115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,966,798
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$142,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$135,742
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,004,861
Value of total assets at end of year	2019-12-31	$5,760,935
Value of total assets at beginning of year	2019-12-31	$3,936,656
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,000
Total interest from all sources	2019-12-31	$1,511
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$2,000
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$596,461
Participant contributions at end of year	2019-12-31	$24,852
Participant contributions at beginning of year	2019-12-31	$22,482
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$115,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,824,279
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,760,935
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,936,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,732,136
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,914,174
Income. Interest from loans (other than to participants)	2019-12-31	$1,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$960,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$292,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$135,742
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RICHEY MAY & CO., LLP
Accountancy firm EIN	2019-12-31	710911208
2018 : INCEED, LLC PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$743,096
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$262,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$262,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$760,940
Value of total assets at end of year	2018-12-31	$3,936,656
Value of total assets at beginning of year	2018-12-31	$3,455,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$275
Total interest from all sources	2018-12-31	$8,823
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$122,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$122,954
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$500,769
Participant contributions at end of year	2018-12-31	$22,482
Participant contributions at beginning of year	2018-12-31	$21,746
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$26,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$480,769
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,936,656
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,455,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,434,141
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,914,174
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$1,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$7,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-191,886
Net investment gain/loss from pooled separate accounts	2018-12-31	$42,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$233,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$262,052
Contract administrator fees	2018-12-31	$275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RICHEY MAY & CO., LLP
Accountancy firm EIN	2018-12-31	710911208
2017 : INCEED, LLC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,010,899
Expenses. Total of all expenses incurred	2017-12-31	$332,853
Benefits paid (including direct rollovers)	2017-12-31	$332,353
Total plan assets at end of year	2017-12-31	$3,455,887
Total plan assets at beginning of year	2017-12-31	$2,777,841
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$341,301
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$501,533
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$678,046
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,455,887
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,777,841
Assets. Value of participant loans	2017-12-31	$21,746
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$168,065
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$500
2016 : INCEED, LLC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$574,522
Expenses. Total of all expenses incurred	2016-12-31	$47,698
Benefits paid (including direct rollovers)	2016-12-31	$47,467
Total plan assets at end of year	2016-12-31	$2,777,841
Total plan assets at beginning of year	2016-12-31	$2,251,017
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$273,770
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$166,291
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$526,824
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,777,841
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,251,017
Assets. Value of participant loans	2016-12-31	$49,092
Total contributions received or receivable from employer(s)	2016-12-31	$134,461
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$231
2015 : INCEED, LLC PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$418,782
Expenses. Total of all expenses incurred	2015-12-31	$159,095
Benefits paid (including direct rollovers)	2015-12-31	$159,070
Total plan assets at end of year	2015-12-31	$2,251,017
Total plan assets at beginning of year	2015-12-31	$1,991,330
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$292,648
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-20,408
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$259,687
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,251,017
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,991,330
Total contributions received or receivable from employer(s)	2015-12-31	$146,542
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$25
2014 : INCEED, LLC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$414,637
Expenses. Total of all expenses incurred	2014-12-31	$79,350
Benefits paid (including direct rollovers)	2014-12-31	$70,729
Total plan assets at end of year	2014-12-31	$1,991,330
Total plan assets at beginning of year	2014-12-31	$1,656,043
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$222,640
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$22,601
Other income received	2014-12-31	$63,037
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$335,287
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,991,330
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,656,043
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$106,359
Value of certain deemed distributions of participant loans	2014-12-31	$8,533
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$88
2013 : INCEED, LLC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$395,332
Expenses. Total of all expenses incurred	2013-12-31	$5,198
Benefits paid (including direct rollovers)	2013-12-31	$4,789
Total plan assets at end of year	2013-12-31	$1,656,043
Total plan assets at beginning of year	2013-12-31	$1,265,909
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$154,282
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$10,779
Other income received	2013-12-31	$154,786
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$390,134
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,656,043
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,265,909
Assets. Value of participant loans	2013-12-31	$8,400
Total contributions received or receivable from employer(s)	2013-12-31	$75,485
Value of certain deemed distributions of participant loans	2013-12-31	$21
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$388

Form 5500 Responses for INCEED, LLC PROFIT SHARING PLAN

2022: INCEED, LLC PROFIT SHARING 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INCEED, LLC PROFIT SHARING 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INCEED, LLC PROFIT SHARING 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INCEED, LLC PROFIT SHARING 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INCEED, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INCEED, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	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: INCEED, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
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: INCEED, LLC PROFIT SHARING 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: INCEED, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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: INCEED, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81B029

Policy instance

Insurance contract or identification number	81B029
Number of Individuals Covered	135
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,733
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	5733
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81B029

Policy instance

Insurance contract or identification number	81B029
Number of Individuals Covered	129
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $15,470
Total amount of fees paid to insurance company	USD $5,294
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,470
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FINANCIAL ADVISOR
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81B029

Policy instance

Insurance contract or identification number	81B029
Number of Individuals Covered	107
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $20,368
Total amount of fees paid to insurance company	USD $8,480
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,368
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FINANCIAL ADVISOR
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81B029

Policy instance

Insurance contract or identification number	81B029
Number of Individuals Covered	114
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $17,210
Total amount of fees paid to insurance company	USD $19,615
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	19615
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $9,414

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81B029

Policy instance

Insurance contract or identification number	81B029
Number of Individuals Covered	107
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $18,828
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,828
Insurance broker organization code?	3

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

Company Name:	INCEED, LLC
Employer identification number (EIN):	731610687
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2016-06-10
Company Identification Number:	0802481462
Legal Registered Office Address:	907 S DETROIT AVE STE 1300 TULSA United States of America (USA) 74120