IES HOLDINGS, INC RETIREMENT SAVINGS PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IES HOLDINGS, INC RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $11,968,843 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $202,126 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $287,920 |
| Total income from all sources (including contributions) | 2023-12-31 | $45,921,968 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $14,074,503 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $13,583,396 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $21,375 |
| Value of total corrective distributions | 2023-12-31 | $191,169 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $23,234,163 |
| Value of total assets at end of year | 2023-12-31 | $175,633,652 |
| Value of total assets at beginning of year | 2023-12-31 | $131,903,138 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $278,563 |
| Total interest from all sources | 2023-12-31 | $698,246 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,441,375 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,441,375 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $16,448,361 |
| Participant contributions at end of year | 2023-12-31 | $3,119,664 |
| Participant contributions at beginning of year | 2023-12-31 | $2,925,728 |
| Participant contributions at end of year | 2023-12-31 | $292,152 |
| Participant contributions at beginning of year | 2023-12-31 | $249,012 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,118,869 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $202,126 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $287,920 |
| Other income not declared elsewhere | 2023-12-31 | $124,006 |
| Administrative expenses (other) incurred | 2023-12-31 | $206 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $102,129,381 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $31,847,465 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $175,431,526 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $131,615,218 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $55,159 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $57,897,044 |
| Interest on participant loans | 2023-12-31 | $278,334 |
| Interest earned on other investments | 2023-12-31 | $419,912 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $90,016,328 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $24,179,828 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $26,475,000 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $6,912,293 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $13,511,885 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $5,666,933 |
| Employer contributions (assets) at end of year | 2023-12-31 | $128,636 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $124,017 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $13,583,396 |
| Contract administrator fees | 2023-12-31 | $10,950 |
| 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 | 2023-12-31 | Yes |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | FRAZIER&DEETER, LLC |
| Accountancy firm EIN | 2023-12-31 | 581433845 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $11,968,843 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $202,126 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $287,920 |
| Total income from all sources (including contributions) | 2023-01-01 | $45,921,968 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $14,074,503 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $13,583,396 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $21,375 |
| Value of total corrective distributions | 2023-01-01 | $191,169 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $23,234,163 |
| Value of total assets at end of year | 2023-01-01 | $175,633,652 |
| Value of total assets at beginning of year | 2023-01-01 | $131,903,138 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $278,563 |
| Total interest from all sources | 2023-01-01 | $698,246 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,441,375 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $1,441,375 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $16,448,361 |
| Participant contributions at end of year | 2023-01-01 | $3,119,664 |
| Participant contributions at beginning of year | 2023-01-01 | $2,925,728 |
| Participant contributions at end of year | 2023-01-01 | $292,152 |
| Participant contributions at beginning of year | 2023-01-01 | $249,012 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $1,118,869 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $202,126 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $287,920 |
| Other income not declared elsewhere | 2023-01-01 | $124,006 |
| Administrative expenses (other) incurred | 2023-01-01 | $206 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $102,129,381 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $31,847,465 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $175,431,526 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $131,615,218 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $55,159 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $57,897,044 |
| Interest on participant loans | 2023-01-01 | $278,334 |
| Interest earned on other investments | 2023-01-01 | $419,912 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $90,016,328 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $24,179,828 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $26,475,000 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $6,912,293 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $13,511,885 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $5,666,933 |
| Employer contributions (assets) at end of year | 2023-01-01 | $128,636 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $124,017 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $13,583,396 |
| Contract administrator fees | 2023-01-01 | $10,950 |
| 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 | 2023-01-01 | Yes |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | FRAZIER&DEETER, LLC |
| Accountancy firm EIN | 2023-01-01 | 581433845 |
| 2022 : IES HOLDINGS, INC RETIREMENT SAVINGS 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 | $287,920 |
| 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 | $-3,440,625 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $11,490,820 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,863,221 |
| Value of total corrective distributions | 2022-12-31 | $206,508 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $20,530,596 |
| Value of total assets at end of year | 2022-12-31 | $131,903,138 |
| Value of total assets at beginning of year | 2022-12-31 | $146,546,663 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $421,091 |
| Total interest from all sources | 2022-12-31 | $533,733 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,769,856 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,769,856 |
| Administrative expenses professional fees incurred | 2022-12-31 | $57,662 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
| 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 | $13,612,489 |
| Participant contributions at end of year | 2022-12-31 | $2,925,728 |
| Participant contributions at beginning of year | 2022-12-31 | $2,235,905 |
| Participant contributions at end of year | 2022-12-31 | $249,012 |
| Participant contributions at beginning of year | 2022-12-31 | $238,258 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,130,616 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $287,920 |
| Other income not declared elsewhere | 2022-12-31 | $-64,068 |
| Administrative expenses (other) incurred | 2022-12-31 | $3,425 |
| Total non interest bearing cash at end of year | 2022-12-31 | $102,129,381 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $83 |
| 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 | $-14,931,445 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $131,615,218 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $146,546,663 |
| 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 |
| Investment advisory and management fees | 2022-12-31 | $40,000 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $103,679,267 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $13,831,905 |
| Interest on participant loans | 2022-12-31 | $115,776 |
| Interest earned on other investments | 2022-12-31 | $417,957 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $26,475,000 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $26,461,531 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-22,213,755 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-3,996,987 |
| 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 | Yes |
| 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 | $4,787,491 |
| Employer contributions (assets) at end of year | 2022-12-31 | $124,017 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $99,714 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $10,863,221 |
| Contract administrator fees | 2022-12-31 | $320,004 |
| 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 | FRAZIER&DEETER,LLC |
| Accountancy firm EIN | 2022-12-31 | 581433845 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $287,920 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-3,440,625 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $11,490,820 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $10,863,221 |
| Value of total corrective distributions | 2022-01-01 | $206,508 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $20,530,596 |
| Value of total assets at end of year | 2022-01-01 | $131,903,138 |
| Value of total assets at beginning of year | 2022-01-01 | $146,546,663 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $421,091 |
| Total interest from all sources | 2022-01-01 | $533,733 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,769,856 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $1,769,856 |
| Administrative expenses professional fees incurred | 2022-01-01 | $57,662 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $13,612,489 |
| Participant contributions at end of year | 2022-01-01 | $2,925,728 |
| Participant contributions at beginning of year | 2022-01-01 | $2,235,905 |
| Participant contributions at end of year | 2022-01-01 | $249,012 |
| Participant contributions at beginning of year | 2022-01-01 | $238,258 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $2,130,616 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $287,920 |
| Other income not declared elsewhere | 2022-01-01 | $-64,068 |
| Administrative expenses (other) incurred | 2022-01-01 | $3,425 |
| Total non interest bearing cash at end of year | 2022-01-01 | $102,129,381 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $83 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-14,931,445 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $131,615,218 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $146,546,663 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $40,000 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $103,679,267 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $13,831,905 |
| Interest on participant loans | 2022-01-01 | $115,776 |
| Interest earned on other investments | 2022-01-01 | $417,957 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $26,475,000 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $26,461,531 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-22,213,755 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-3,996,987 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $4,787,491 |
| Employer contributions (assets) at end of year | 2022-01-01 | $124,017 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $99,714 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $10,863,221 |
| Contract administrator fees | 2022-01-01 | $320,004 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FRAZIER&DEETER,LLC |
| Accountancy firm EIN | 2022-01-01 | 581433845 |
| 2021 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $4,502,122 |
| 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 | $32,181,840 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $10,453,520 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,668,512 |
| Value of total corrective distributions | 2021-12-31 | $239,144 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $17,474,634 |
| Value of total assets at end of year | 2021-12-31 | $146,546,663 |
| Value of total assets at beginning of year | 2021-12-31 | $120,316,221 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $545,864 |
| Total interest from all sources | 2021-12-31 | $485,651 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,561,550 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,561,550 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| 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 | $12,051,893 |
| Participant contributions at end of year | 2021-12-31 | $2,235,905 |
| Participant contributions at beginning of year | 2021-12-31 | $1,802,960 |
| Participant contributions at end of year | 2021-12-31 | $238,258 |
| Participant contributions at beginning of year | 2021-12-31 | $146,854 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,174,121 |
| Other income not declared elsewhere | 2021-12-31 | $10,457 |
| Administrative expenses (other) incurred | 2021-12-31 | $545,864 |
| Total non interest bearing cash at end of year | 2021-12-31 | $83 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| 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 | $21,728,320 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $146,546,663 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $120,316,221 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $103,679,267 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $84,935,294 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $13,831,905 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $10,936,598 |
| Interest on participant loans | 2021-12-31 | $102,051 |
| Interest earned on other investments | 2021-12-31 | $383,600 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $26,461,531 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $22,414,811 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $10,053,421 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $2,596,127 |
| 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 | Yes |
| 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 | $4,248,620 |
| Employer contributions (assets) at end of year | 2021-12-31 | $99,714 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $79,704 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,668,512 |
| 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 | MCCONNELL AND JONES, LLP |
| Accountancy firm EIN | 2021-12-31 | 760488832 |
| 2020 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $1,215,789 |
| 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 | $31,058,087 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $11,164,281 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $10,630,531 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $21,490 |
| Value of total corrective distributions | 2020-12-31 | $73,198 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $13,511,253 |
| Value of total assets at end of year | 2020-12-31 | $120,316,221 |
| Value of total assets at beginning of year | 2020-12-31 | $99,206,626 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $439,062 |
| Total interest from all sources | 2020-12-31 | $446,123 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,206,871 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,206,871 |
| 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 | $9,051,601 |
| Participant contributions at end of year | 2020-12-31 | $1,802,960 |
| Participant contributions at beginning of year | 2020-12-31 | $1,834,999 |
| Participant contributions at end of year | 2020-12-31 | $146,854 |
| Participant contributions at beginning of year | 2020-12-31 | $135,994 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $869,146 |
| Other income not declared elsewhere | 2020-12-31 | $105,421 |
| Administrative expenses (other) incurred | 2020-12-31 | $439,062 |
| 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 | $19,893,806 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $120,316,221 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $99,206,626 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $84,935,294 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $70,105,758 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $10,936,598 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $7,730,517 |
| Interest on participant loans | 2020-12-31 | $99,428 |
| Interest earned on other investments | 2020-12-31 | $346,695 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $22,414,811 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $19,343,043 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $13,069,714 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $2,718,705 |
| 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 | Yes |
| 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 | $3,590,506 |
| Employer contributions (assets) at end of year | 2020-12-31 | $79,704 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $56,315 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $10,630,531 |
| 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 | Disclaimer |
| Accountancy firm name | 2020-12-31 | MCCONNELL AND JONES, LLP |
| Accountancy firm EIN | 2020-12-31 | 760488832 |
| 2019 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| 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 | $28,949,991 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $9,459,731 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,007,337 |
| Value of total corrective distributions | 2019-12-31 | $26,125 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $12,722,291 |
| Value of total assets at end of year | 2019-12-31 | $99,206,626 |
| Value of total assets at beginning of year | 2019-12-31 | $79,716,366 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $426,269 |
| Total interest from all sources | 2019-12-31 | $452,121 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,333,341 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,333,341 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| 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 | $7,550,418 |
| Participant contributions at end of year | 2019-12-31 | $1,834,999 |
| Participant contributions at beginning of year | 2019-12-31 | $1,775,497 |
| Participant contributions at end of year | 2019-12-31 | $135,994 |
| Participant contributions at beginning of year | 2019-12-31 | $114,900 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,893,541 |
| Other income not declared elsewhere | 2019-12-31 | $75,093 |
| Administrative expenses (other) incurred | 2019-12-31 | $426,269 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
| 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 | $19,490,260 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $99,206,626 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $79,716,366 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $70,105,758 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $55,249,040 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $7,730,517 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $5,763,603 |
| Interest on participant loans | 2019-12-31 | $103,882 |
| Interest earned on other investments | 2019-12-31 | $348,239 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $19,343,043 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $16,753,656 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $12,536,145 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,831,000 |
| 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 | Yes |
| 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 | $3,278,332 |
| Employer contributions (assets) at end of year | 2019-12-31 | $56,315 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $59,670 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,007,337 |
| 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 | MCCONNELL AND JONES, LLP |
| Accountancy firm EIN | 2019-12-31 | 760488832 |
| 2018 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $1,783,976 |
| 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 | $6,067,418 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $7,948,495 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,568,969 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $10,618,117 |
| Value of total assets at end of year | 2018-12-31 | $79,716,366 |
| Value of total assets at beginning of year | 2018-12-31 | $79,813,467 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $379,526 |
| Total interest from all sources | 2018-12-31 | $385,540 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,183,341 |
| 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 | $1,183,341 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| 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 | $6,229,608 |
| Participant contributions at end of year | 2018-12-31 | $1,775,497 |
| Participant contributions at beginning of year | 2018-12-31 | $1,696,474 |
| Participant contributions at end of year | 2018-12-31 | $114,900 |
| Participant contributions at beginning of year | 2018-12-31 | $107,055 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,883,236 |
| Other income not declared elsewhere | 2018-12-31 | $38,656 |
| Administrative expenses (other) incurred | 2018-12-31 | $379,526 |
| Total non interest bearing cash at end of year | 2018-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $148 |
| 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 | $-1,881,077 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $79,716,366 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $79,813,467 |
| 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 | $55,249,040 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $55,591,837 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $5,763,603 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $5,482,448 |
| Interest on participant loans | 2018-12-31 | $86,724 |
| Interest earned on other investments | 2018-12-31 | $298,816 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $16,753,656 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $16,891,517 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,433,916 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-724,320 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| 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 | $2,505,273 |
| Employer contributions (assets) at end of year | 2018-12-31 | $59,670 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $43,988 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,568,969 |
| 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 | MCCONNELL AND JONES, LLP |
| Accountancy firm EIN | 2018-12-31 | 760488832 |
| 2017 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $20,792,331 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $9,444,379 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $9,106,553 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $2,895 |
| Value of total corrective distributions | 2017-12-31 | $3,244 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $9,887,216 |
| Value of total assets at end of year | 2017-12-31 | $79,813,467 |
| Value of total assets at beginning of year | 2017-12-31 | $68,465,515 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $331,687 |
| Total interest from all sources | 2017-12-31 | $328,268 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $888,101 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $888,101 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $5,442,852 |
| Participant contributions at end of year | 2017-12-31 | $1,696,474 |
| Participant contributions at beginning of year | 2017-12-31 | $1,450,367 |
| Participant contributions at end of year | 2017-12-31 | $107,055 |
| Participant contributions at beginning of year | 2017-12-31 | $164,918 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,372,062 |
| Other income not declared elsewhere | 2017-12-31 | $77,508 |
| Administrative expenses (other) incurred | 2017-12-31 | $331,687 |
| Total non interest bearing cash at end of year | 2017-12-31 | $148 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $11,347,952 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $79,813,467 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $68,465,515 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $55,591,837 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $38,463,372 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $5,482,448 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $12,776,058 |
| Interest on participant loans | 2017-12-31 | $73,178 |
| Interest earned on other investments | 2017-12-31 | $255,090 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $16,891,517 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $15,470,690 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,826,043 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $2,785,195 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $3,072,302 |
| Employer contributions (assets) at end of year | 2017-12-31 | $43,988 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $140,110 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $9,106,553 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | MCCONNELL AND JONES, LLP |
| Accountancy firm EIN | 2017-12-31 | 760488832 |
| 2016 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $4,428,343 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $11,372,560 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $5,810,055 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,687,592 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $4,775 |
| Value of total corrective distributions | 2016-12-31 | $17,651 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $7,874,660 |
| Value of total assets at end of year | 2016-12-31 | $68,465,515 |
| Value of total assets at beginning of year | 2016-12-31 | $58,474,667 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $100,037 |
| Total interest from all sources | 2016-12-31 | $265,641 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $406,737 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $406,737 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $4,041,273 |
| Participant contributions at end of year | 2016-12-31 | $1,450,367 |
| Participant contributions at beginning of year | 2016-12-31 | $1,345,352 |
| Participant contributions at end of year | 2016-12-31 | $164,918 |
| Participant contributions at beginning of year | 2016-12-31 | $49,032 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $613,942 |
| Other income not declared elsewhere | 2016-12-31 | $36,730 |
| Administrative expenses (other) incurred | 2016-12-31 | $100,037 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $5,562,505 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $68,465,515 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $58,474,667 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $38,463,372 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $16,161,515 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $12,776,058 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $27,771,172 |
| Interest on participant loans | 2016-12-31 | $57,166 |
| Interest earned on other investments | 2016-12-31 | $208,475 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $15,470,690 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $13,114,260 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $702,018 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $2,086,774 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $3,219,445 |
| Employer contributions (assets) at end of year | 2016-12-31 | $140,110 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $33,336 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,687,592 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | MCCONNELL AND JONES, LLP |
| Accountancy firm EIN | 2016-12-31 | 760488832 |
| 2015 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $5,384,140 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $6,120,090 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,861,376 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $219,772 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,260,929 |
| Value of total assets at end of year | 2015-12-31 | $58,474,667 |
| Value of total assets at beginning of year | 2015-12-31 | $59,210,617 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $38,942 |
| Total interest from all sources | 2015-12-31 | $251,762 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $3,212,490 |
| Participant contributions at end of year | 2015-12-31 | $1,345,352 |
| Participant contributions at beginning of year | 2015-12-31 | $1,478,536 |
| Participant contributions at end of year | 2015-12-31 | $49,032 |
| Participant contributions at beginning of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $310,799 |
| Other income not declared elsewhere | 2015-12-31 | $224,864 |
| Administrative expenses (other) incurred | 2015-12-31 | $38,942 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $21 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-735,950 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $58,474,667 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $59,210,617 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $16,161,515 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,854,403 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $27,771,172 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $28,066,221 |
| Interest on participant loans | 2015-12-31 | $55,536 |
| Interest earned on other investments | 2015-12-31 | $168,391 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $27,835 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $13,114,260 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $12,811,436 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-353,415 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,737,640 |
| Employer contributions (assets) at end of year | 2015-12-31 | $33,336 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,861,376 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | MCCONNELL AND JONES, LLP |
| Accountancy firm EIN | 2015-12-31 | 760488832 |
| 2014 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $7,997,551 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $6,632,857 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,550,608 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $-12,649 |
| Value of total corrective distributions | 2014-12-31 | $9,059 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,574,959 |
| Value of total assets at end of year | 2014-12-31 | $59,210,617 |
| Value of total assets at beginning of year | 2014-12-31 | $57,845,923 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $85,839 |
| Total interest from all sources | 2014-12-31 | $244,168 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $191,059 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $191,059 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $2,922,735 |
| Participant contributions at end of year | 2014-12-31 | $1,478,536 |
| Participant contributions at beginning of year | 2014-12-31 | $1,492,711 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $44,427 |
| Other income not declared elsewhere | 2014-12-31 | $-1,663 |
| Administrative expenses (other) incurred | 2014-12-31 | $85,839 |
| Total non interest bearing cash at end of year | 2014-12-31 | $21 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,364,694 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $59,210,617 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $57,845,923 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $16,854,403 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $16,828,696 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $28,066,221 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $27,457,919 |
| Interest on participant loans | 2014-12-31 | $60,163 |
| Interest earned on other investments | 2014-12-31 | $184,005 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $12,811,436 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $12,066,597 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-20,985 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $2,010,013 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $2,607,797 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,550,608 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | MCCONNELL AND JONES, LLP |
| Accountancy firm EIN | 2014-12-31 | 760488832 |
| 2013 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $14,285,469 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $9,233,647 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $9,116,419 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $52,072 |
| Value of total corrective distributions | 2013-12-31 | $8,572 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,690,980 |
| Value of total assets at end of year | 2013-12-31 | $57,845,923 |
| Value of total assets at beginning of year | 2013-12-31 | $52,794,101 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $56,584 |
| Total interest from all sources | 2013-12-31 | $235,075 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $144,021 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $144,021 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $2,421,546 |
| Participant contributions at end of year | 2013-12-31 | $1,492,711 |
| Participant contributions at beginning of year | 2013-12-31 | $1,444,902 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $106,421 |
| Other income not declared elsewhere | 2013-12-31 | $21,562 |
| Administrative expenses (other) incurred | 2013-12-31 | $56,584 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $5,051,822 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $57,845,923 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $52,794,101 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $16,828,696 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $14,941,437 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $27,457,919 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $25,096,982 |
| Interest on participant loans | 2013-12-31 | $63,147 |
| Interest earned on other investments | 2013-12-31 | $171,928 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $12,066,597 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $11,310,530 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,220,350 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $4,973,481 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $3,163,013 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $9,116,419 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | MCCONNELL AND JONES, LLP |
| Accountancy firm EIN | 2013-12-31 | 760488832 |
| 2012 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $12,785,448 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $7,671,895 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $7,512,662 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $8,632 |
| Value of total corrective distributions | 2012-12-31 | $68,663 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,788,112 |
| Value of total assets at end of year | 2012-12-31 | $52,794,101 |
| Value of total assets at beginning of year | 2012-12-31 | $47,680,548 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $81,938 |
| Total interest from all sources | 2012-12-31 | $248,132 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $232,371 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $232,371 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $2,270,811 |
| Participant contributions at end of year | 2012-12-31 | $1,444,902 |
| Participant contributions at beginning of year | 2012-12-31 | $1,368,444 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $346,693 |
| Other income not declared elsewhere | 2012-12-31 | $60,043 |
| Administrative expenses (other) incurred | 2012-12-31 | $81,938 |
| Total non interest bearing cash at end of year | 2012-12-31 | $250 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $5,113,553 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $52,794,101 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $47,680,548 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $14,941,437 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,321,707 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $25,096,982 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $22,773,540 |
| Interest on participant loans | 2012-12-31 | $52,493 |
| Interest earned on other investments | 2012-12-31 | $195,639 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $11,310,530 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $10,216,857 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,283,334 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $3,173,456 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $4,170,608 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $7,512,662 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | MCCONNELL AND JONES, LLP |
| Accountancy firm EIN | 2012-12-31 | 760488832 |
| 2011 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $4,309,183 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $12,488,877 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $12,089,244 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $17,029 |
| Value of total corrective distributions | 2011-12-31 | $5,188 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,715,502 |
| Value of total assets at end of year | 2011-12-31 | $47,680,548 |
| Value of total assets at beginning of year | 2011-12-31 | $55,860,242 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $377,416 |
| Total interest from all sources | 2011-12-31 | $291,061 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $194,007 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $194,007 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $2,281,651 |
| Participant contributions at end of year | 2011-12-31 | $1,368,444 |
| Participant contributions at beginning of year | 2011-12-31 | $1,465,614 |
| Participant contributions at end of year | 2011-12-31 | $0 |
| Participant contributions at beginning of year | 2011-12-31 | $46,189 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $194,232 |
| Other income not declared elsewhere | 2011-12-31 | $128,796 |
| Administrative expenses (other) incurred | 2011-12-31 | $377,416 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-8,179,694 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $47,680,548 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $55,860,242 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $13,321,707 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $11,180,448 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $22,773,540 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $31,406,062 |
| Interest on participant loans | 2011-12-31 | $59,030 |
| Interest earned on other investments | 2011-12-31 | $232,031 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $10,216,857 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $11,724,527 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,962,293 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-57,890 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $3,239,619 |
| Employer contributions (assets) at end of year | 2011-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $37,402 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $12,089,244 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | MCCONNELL AND JONES, LLP |
| Accountancy firm EIN | 2011-12-31 | 760488832 |
| 2010 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $279,194 |
| Total income from all sources (including contributions) | 2010-12-31 | $10,652,582 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $18,530,041 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $17,911,532 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $301,884 |
| Value of total corrective distributions | 2010-12-31 | $82,060 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,635,536 |
| Value of total assets at end of year | 2010-12-31 | $55,860,242 |
| Value of total assets at beginning of year | 2010-12-31 | $64,016,895 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $234,565 |
| Total interest from all sources | 2010-12-31 | $141,947 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $293,712 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $293,712 |
| Administrative expenses professional fees incurred | 2010-12-31 | $144,450 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $2,658,985 |
| Participant contributions at end of year | 2010-12-31 | $1,465,614 |
| Participant contributions at beginning of year | 2010-12-31 | $1,352,493 |
| Participant contributions at end of year | 2010-12-31 | $46,189 |
| Participant contributions at beginning of year | 2010-12-31 | $111,120 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $57,661 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $6,684 |
| Other income not declared elsewhere | 2010-12-31 | $86,088 |
| Administrative expenses (other) incurred | 2010-12-31 | $80,115 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-7,877,459 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $55,860,242 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $63,737,701 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $11,180,448 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $44,755,067 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $31,406,062 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
| Interest on participant loans | 2010-12-31 | $81,685 |
| Interest earned on other investments | 2010-12-31 | $60,262 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $17,564,288 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $113,231 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $113,231 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $11,724,527 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,433,165 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $1,607,664 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,454,470 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,918,890 |
| Employer contributions (assets) at end of year | 2010-12-31 | $37,402 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $114,012 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $17,911,532 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $111,767 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $167,427 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | MCCONNELL & JONES LLP |
| Accountancy firm EIN | 2010-12-31 | 760488832 |
| 2009 : IES HOLDINGS, INC RETIREMENT SAVINGS PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
