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THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE INSTITUTE FOR PERCEPTION, LTD has sponsored the creation of one or more 401k plans.

Company Name:THE INSTITUTE FOR PERCEPTION, LTD
Employer identification number (EIN):731667665
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DANIEL ENNIS2023-07-10 DANIEL ENNIS2023-07-10
0012021-01-01DANIEL ENNIS2022-07-07 DANIEL ENNIS2022-07-07
0012020-01-01DANIEL ENNIS2021-07-12
0012018-01-01DANIEL ENNIS2019-06-25 DANIEL M ENNIS2019-06-25
0012017-01-01DANIEL ENNIS2018-07-12 DANIEL M ENNIS2018-07-12
0012016-01-01DANIEL ENNIS2017-05-17 DANIEL M ENNIS2017-05-17
0012015-01-01DANIEL ENNIS2016-07-21
0012014-01-01DANIEL ENNIS
0012013-01-01DANIEL ENNIS
0012012-01-01DR. DANIEL M. ENNIS
0012011-01-01DANIEL ENNIS
0012009-01-01DANIEL ENNIS DANIEL ENNIS2010-07-21

Plan Statistics for THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-017
Total of all active and inactive participants2009-01-017
Total participants2009-01-017
Number of participants with account balances2009-01-017

Financial Data on THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014 : THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$240,332
Expenses. Total of all expenses incurred2014-12-31$7,070
Total plan assets at end of year2014-12-31$1,982,546
Total plan assets at beginning of year2014-12-31$1,749,284
Total contributions received or receivable from participants2014-12-31$59,018
Other income received2014-12-31$145,295
Net income (gross income less expenses)2014-12-31$233,262
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,982,546
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,749,284
Assets. Value of participant loans2014-12-31$14,867
Total contributions received or receivable from employer(s)2014-12-31$36,019
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,070
2013 : THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$243,968
Expenses. Total of all expenses incurred2013-12-31$69,971
Benefits paid (including direct rollovers)2013-12-31$63,158
Total plan assets at end of year2013-12-31$1,749,284
Total plan assets at beginning of year2013-12-31$1,575,287
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$50,139
Other income received2013-12-31$173,804
Net income (gross income less expenses)2013-12-31$173,997
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,749,284
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,575,287
Assets. Value of participant loans2013-12-31$29,822
Total contributions received or receivable from employer(s)2013-12-31$20,025
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,813
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$156,927
Expenses. Total of all expenses incurred2012-12-31$91,834
Benefits paid (including direct rollovers)2012-12-31$84,211
Total plan assets at end of year2012-12-31$1,575,287
Total plan assets at beginning of year2012-12-31$1,510,194
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$47,668
Other income received2012-12-31$93,040
Net income (gross income less expenses)2012-12-31$65,093
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,575,287
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,510,194
Assets. Value of participant loans2012-12-31$42,892
Total contributions received or receivable from employer(s)2012-12-31$16,219
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,623
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$57,494
Expenses. Total of all expenses incurred2011-12-31$10,287
Benefits paid (including direct rollovers)2011-12-31$3,433
Total plan assets at end of year2011-12-31$1,510,194
Total plan assets at beginning of year2011-12-31$1,462,987
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$43,207
Other income received2011-12-31$-1,520
Net income (gross income less expenses)2011-12-31$47,207
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,510,194
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,462,987
Assets. Value of participant loans2011-12-31$15,481
Total contributions received or receivable from employer(s)2011-12-31$15,807
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,854
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$76,548
Expenses. Total of all expenses incurred2010-12-31$65,217
Benefits paid (including direct rollovers)2010-12-31$55,116
Total plan assets at end of year2010-12-31$1,462,987
Total plan assets at beginning of year2010-12-31$1,451,656
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$48,416
Other income received2010-12-31$4,143
Net income (gross income less expenses)2010-12-31$11,331
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,462,987
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,451,656
Assets. Value of participant loans2010-12-31$25,738
Total contributions received or receivable from employer(s)2010-12-31$23,989
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,101

Form 5500 Responses for THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST

2014: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberG-16836-00
Policy instance 1
Insurance contract or identification numberG-16836-00
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-01-31
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberG-16836-00
Policy instance 1
Insurance contract or identification numberG-16836-00
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,101
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,276
Insurance broker organization code?1
Insurance broker nameGREGG & BAILEY P.C.

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