401k Plan data: INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN plan

INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 401k Plan overview

Plan Name	INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN
Plan identification number	001

INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INFINITY SYSTEMS ENGINEERING, LLC has sponsored the creation of one or more 401k plans.

Company Name: INFINITY SYSTEMS ENGINEERING, LLC

Employer identification number (EIN): 841346694

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 JEFFREY TUXWORTH

Plan Statistics for INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN

401k plan membership statisitcs for INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN

Measure Date Value
2019: INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 205
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 52
Total of all active and inactive participants 2019-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 257
Number of participants with account balances 2019-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 200
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 37
Total of all active and inactive participants 2018-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 238
Number of participants with account balances 2018-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 206
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 43
Total of all active and inactive participants 2017-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 249
Number of participants with account balances 2017-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2019: INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	205
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	52
Total of all active and inactive participants	2019-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	257
Number of participants with account balances	2019-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	200
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	37
Total of all active and inactive participants	2018-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	238
Number of participants with account balances	2018-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	206
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	43
Total of all active and inactive participants	2017-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	249
Number of participants with account balances	2017-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN

Measure	Date	Value
2019 : INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$10,811,696
Total of all expenses incurred	2019-12-31	$1,843,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,714,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,697,085
Value of total assets at end of year	2019-12-31	$37,660,903
Value of total assets at beginning of year	2019-12-31	$28,692,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$128,627
Total interest from all sources	2019-12-31	$35,396
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$694,631
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	$694,631
Administrative expenses professional fees incurred	2019-12-31	$12,320
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,394,934
Participant contributions at end of year	2019-12-31	$650,784
Participant contributions at beginning of year	2019-12-31	$623,583
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$931,208
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$249,488
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$841
Other income not declared elsewhere	2019-12-31	$107,249
Administrative expenses (other) incurred	2019-12-31	$101,564
Total non interest bearing cash at end of year	2019-12-31	$1,240
Total non interest bearing cash at beginning of year	2019-12-31	$4,991
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	$8,968,604
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$37,660,903
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$28,692,299
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
Investment advisory and management fees	2019-12-31	$14,743
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$35,166,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$27,201,552
Value of interest in pooled separate accounts at end of year	2019-12-31	$909,603
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$861,332
Interest on participant loans	2019-12-31	$35,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,267,088
Net investment gain/loss from pooled separate accounts	2019-12-31	$10,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,052,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,714,465
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	2019-12-31	No
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	HAYNIE & COMPANY
Accountancy firm EIN	2019-12-31	870325228
2018 : INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,394,831
Total of all expenses incurred	2018-12-31	$1,616,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,510,106
Value of total corrective distributions	2018-12-31	$53
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,300,233
Value of total assets at end of year	2018-12-31	$28,692,299
Value of total assets at beginning of year	2018-12-31	$28,914,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$106,512
Total interest from all sources	2018-12-31	$33,015
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$606,129
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	$606,129
Administrative expenses professional fees incurred	2018-12-31	$11,335
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	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	$1,331,893
Participant contributions at end of year	2018-12-31	$623,583
Participant contributions at beginning of year	2018-12-31	$577,008
Participant contributions at beginning of year	2018-12-31	$32,853
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$15,432
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$841
Administrative expenses (other) incurred	2018-12-31	$95,177
Total non interest bearing cash at end of year	2018-12-31	$4,991
Total non interest bearing cash at beginning of year	2018-12-31	$4,533
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	$-221,840
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$28,692,299
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$28,914,139
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	$27,201,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$27,703,840
Value of interest in pooled separate accounts at end of year	2018-12-31	$861,332
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$518,083
Interest on participant loans	2018-12-31	$33,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,539,630
Net investment gain/loss from pooled separate accounts	2018-12-31	$-4,916
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	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,952,908
Employer contributions (assets) at beginning of year	2018-12-31	$77,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,510,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	WILLIAM G LAJOIE, P.C.
Accountancy firm EIN	2018-12-31	841001549
2017 : INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$7,290,136
Total of all expenses incurred	2017-12-31	$660,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$552,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,078,666
Value of total assets at end of year	2017-12-31	$28,914,139
Value of total assets at beginning of year	2017-12-31	$22,284,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$107,936
Total interest from all sources	2017-12-31	$21,865
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$499,265
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	$499,265
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$1,202,728
Participant contributions at end of year	2017-12-31	$577,008
Participant contributions at beginning of year	2017-12-31	$458,985
Participant contributions at end of year	2017-12-31	$32,853
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$47,245
Administrative expenses (other) incurred	2017-12-31	$107,936
Total non interest bearing cash at end of year	2017-12-31	$4,533
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	$6,629,880
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$28,914,139
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,284,259
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	$27,703,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$21,147,755
Value of interest in pooled separate accounts at end of year	2017-12-31	$518,083
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$677,519
Interest on participant loans	2017-12-31	$21,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,680,542
Net investment gain/loss from pooled separate accounts	2017-12-31	$9,798
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	No
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	$1,828,693
Employer contributions (assets) at end of year	2017-12-31	$77,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$552,320
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	2017-12-31	No
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	WILLIAM G. LAJOIE, P.C.
Accountancy firm EIN	2017-12-31	841001549

Form 5500 Responses for INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN

2019: INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512452

Policy instance

Insurance contract or identification number	512452
Number of Individuals Covered	255
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $615
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $615
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512452

Policy instance

Insurance contract or identification number	512452
Number of Individuals Covered	242
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,446
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,446
Insurance broker organization code?	3
Insurance broker name	MULTI FINANCIAL SECURITIES CORP

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Company Name:	INFINITY SYSTEMS ENGINEERING, LLC
Employer identification number (EIN):	841346694
NAIC Classification:	541330
NAIC Description:	Engineering Services