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IRCO PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameIRCO PROFIT SHARING PLAN & TRUST
Plan identification number 002

IRCO PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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

IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION has sponsored the creation of one or more 401k plans.

Company Name:IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION
Employer identification number (EIN):930806295
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRCO PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022017-10-01
0022017-10-01
0022016-10-01ADAM 'LEE' CHA
0022015-10-01ADAM 'LEE' CHA
0022014-10-01ADAM 'LEE' CHA
0022013-10-01LEE PO CHA
0022012-10-01SOKHOM TAUCH
0022011-10-01SOKHOM TAUCH
0022009-10-01SOKHOM TAUCH
0022009-10-01SOKHOM TAUCH
0022009-01-01SOKHOM TAUCH

Plan Statistics for IRCO PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for IRCO PROFIT SHARING PLAN & TRUST

Measure Date Value
2021: IRCO PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-10-01537
Total number of active participants reported on line 7a of the Form 55002021-10-01494
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-01115
Total of all active and inactive participants2021-10-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-011
Total participants2021-10-01610
Number of participants with account balances2021-10-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0116
2020: IRCO PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-10-01442
Total number of active participants reported on line 7a of the Form 55002020-10-01384
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0194
Total of all active and inactive participants2020-10-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-011
Total participants2020-10-01479
Number of participants with account balances2020-10-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0115
2019: IRCO PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-10-01407
Total number of active participants reported on line 7a of the Form 55002019-10-01317
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01118
Total of all active and inactive participants2019-10-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-011
Total participants2019-10-01436
Number of participants with account balances2019-10-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0116
2018: IRCO PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-10-01382
Total number of active participants reported on line 7a of the Form 55002018-10-01335
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0167
Total of all active and inactive participants2018-10-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-011
Total participants2018-10-01403
Number of participants with account balances2018-10-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0118
2017: IRCO PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-01567
Total number of active participants reported on line 7a of the Form 55002017-10-01283
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0180
Total of all active and inactive participants2017-10-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01363
Number of participants with account balances2017-10-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0119
2016: IRCO PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-01474
Total number of active participants reported on line 7a of the Form 55002016-10-01493
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0159
Total of all active and inactive participants2016-10-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01552
Number of participants with account balances2016-10-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0124
2015: IRCO PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-01347
Total number of active participants reported on line 7a of the Form 55002015-10-01321
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0139
Total of all active and inactive participants2015-10-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01360
Number of participants with account balances2015-10-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0123
2014: IRCO PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-01275
Total number of active participants reported on line 7a of the Form 55002014-10-01222
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0136
Total of all active and inactive participants2014-10-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01258
Number of participants with account balances2014-10-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0119
2013: IRCO PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-01170
Total number of active participants reported on line 7a of the Form 55002013-10-01141
Number of retired or separated participants receiving benefits2013-10-011
Number of other retired or separated participants entitled to future benefits2013-10-0123
Total of all active and inactive participants2013-10-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01165
Number of participants with account balances2013-10-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0111
2012: IRCO PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-01179
Total number of active participants reported on line 7a of the Form 55002012-10-01137
Number of retired or separated participants receiving benefits2012-10-011
Number of other retired or separated participants entitled to future benefits2012-10-0126
Total of all active and inactive participants2012-10-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01164
Number of participants with account balances2012-10-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0116
2011: IRCO PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-01162
Total number of active participants reported on line 7a of the Form 55002011-10-01121
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0128
Total of all active and inactive participants2011-10-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01149
Number of participants with account balances2011-10-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0117
2009: IRCO PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-01171
Total number of active participants reported on line 7a of the Form 55002009-10-01148
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0111
Total of all active and inactive participants2009-10-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01159
Number of participants with account balances2009-10-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0126
Total participants, beginning-of-year2009-01-01203
Total number of active participants reported on line 7a of the Form 55002009-01-01159
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01167
Number of participants with account balances2009-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on IRCO PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : IRCO PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-123,453
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$279,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$204,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,524,199
Value of total assets at end of year2022-09-30$9,231,946
Value of total assets at beginning of year2022-09-30$9,634,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$74,510
Total interest from all sources2022-09-30$24,773
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$502,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$502,992
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$920,541
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$2,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-402,840
Value of net assets at end of year (total assets less liabilities)2022-09-30$9,231,946
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$9,634,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$39,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$7,498,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$8,180,796
Interest earned on other investments2022-09-30$24,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$7,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$3,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$3,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$1,725,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$1,450,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-2,175,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$601,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$204,877
Contract administrator fees2022-09-30$35,393
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30GARY MCGEE & CO., LLP
Accountancy firm EIN2022-09-30931136256
2021 : IRCO PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$2,710,605
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$768,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$697,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,215,748
Value of total assets at end of year2021-09-30$9,634,786
Value of total assets at beginning of year2021-09-30$7,692,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$70,724
Total interest from all sources2021-09-30$28,306
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$399,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$399,094
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$691,597
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$36,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,942,592
Value of net assets at end of year (total assets less liabilities)2021-09-30$9,634,786
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$7,692,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$37,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$8,180,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$6,206,648
Interest earned on other investments2021-09-30$28,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$3,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$3,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$3,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$1,450,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$1,481,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,067,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$488,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$697,289
Contract administrator fees2021-09-30$33,718
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30GARY MCGEE & CO., LLP
Accountancy firm EIN2021-09-30931136256
2020 : IRCO PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,550,610
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$191,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$139,243
Value of total corrective distributions2020-09-30$1,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$977,584
Value of total assets at end of year2020-09-30$7,692,194
Value of total assets at beginning of year2020-09-30$6,332,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$50,461
Total interest from all sources2020-09-30$33,228
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$417,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$417,606
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$575,410
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,359,312
Value of net assets at end of year (total assets less liabilities)2020-09-30$7,692,194
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$6,332,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$27,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$6,206,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$4,888,964
Interest earned on other investments2020-09-30$33,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$3,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$4,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$4,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$1,481,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$1,438,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$122,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$401,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$139,243
Contract administrator fees2020-09-30$22,567
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30GARY MCGEE & CO., LLP
Accountancy firm EIN2020-09-30931136256
2019 : IRCO PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,087,147
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$203,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$163,418
Value of total corrective distributions2019-09-30$750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$886,724
Value of total assets at end of year2019-09-30$6,332,882
Value of total assets at beginning of year2019-09-30$5,448,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$38,995
Total interest from all sources2019-09-30$29,887
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$184,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$184,559
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$499,170
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$35,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$883,984
Value of net assets at end of year (total assets less liabilities)2019-09-30$6,332,882
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$5,448,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$23,495
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$4,888,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$4,193,952
Interest earned on other investments2019-09-30$29,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$4,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$1,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$1,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$73
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$1,438,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$1,253,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-14,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$352,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$163,418
Contract administrator fees2019-09-30$15,500
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30GARY MCGEE & CO., LLP
Accountancy firm EIN2019-09-30931136256
2018 : IRCO PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,179,097
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$273,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$233,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$854,143
Value of total assets at end of year2018-09-30$5,448,898
Value of total assets at beginning of year2018-09-30$4,543,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$40,195
Total interest from all sources2018-09-30$25,390
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$144,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$144,338
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$433,375
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$97,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$905,268
Value of net assets at end of year (total assets less liabilities)2018-09-30$5,448,898
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$4,543,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$4,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$4,193,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$3,370,911
Interest earned on other investments2018-09-30$25,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$1,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$1,253,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$1,172,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$155,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$322,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$233,634
Contract administrator fees2018-09-30$35,651
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30GARY MCGEE & CO., LLP
Accountancy firm EIN2018-09-30931136256
2017 : IRCO PROFIT SHARING PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$21,728
Total unrealized appreciation/depreciation of assets2017-09-30$21,728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,158,279
Total loss/gain on sale of assets2017-09-30$7,711
Total of all expenses incurred2017-09-30$276,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$249,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$755,412
Value of total assets at end of year2017-09-30$4,543,630
Value of total assets at beginning of year2017-09-30$3,662,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$27,484
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$86,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$86,228
Assets. Real estate other than employer real property at end of year2017-09-30$0
Assets. Real estate other than employer real property at beginning of year2017-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$383,661
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$0
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$0
Assets. Other investments not covered elsewhere at end of year2017-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$82,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Assets. Loans (other than to participants) at end of year2017-09-30$0
Assets. Loans (other than to participants) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Liabilities. Value of operating payables at end of year2017-09-30$0
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Total non interest bearing cash at end of year2017-09-30$0
Total non interest bearing cash at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$881,543
Value of net assets at end of year (total assets less liabilities)2017-09-30$4,543,630
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$3,662,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Assets. partnership/joint venture interests at end of year2017-09-30$0
Assets. partnership/joint venture interests at beginning of year2017-09-30$0
Investment advisory and management fees2017-09-30$10,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$3,370,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$2,618,410
Value of interest in master investment trust accounts at end of year2017-09-30$0
Value of interest in master investment trust accounts at beginning of year2017-09-30$0
Value of interest in common/collective trusts at end of year2017-09-30$0
Value of interest in common/collective trusts at beginning of year2017-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2017-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$1,172,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$1,043,677
Asset value of US Government securities at end of year2017-09-30$0
Asset value of US Government securities at beginning of year2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$287,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Assets. Invements in employer securities at end of year2017-09-30$0
Assets. Invements in employer securities at beginning of year2017-09-30$0
Assets. Value of employer real property at end of year2017-09-30$0
Assets. Value of employer real property at beginning of year2017-09-30$0
Contributions received in cash from employer2017-09-30$288,806
Employer contributions (assets) at end of year2017-09-30$0
Employer contributions (assets) at beginning of year2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$249,252
Asset. Corporate debt instrument preferred debt at end of year2017-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-09-30$0
Contract administrator fees2017-09-30$16,496
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$0
Liabilities. Value of benefit claims payable at end of year2017-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-09-30$0
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$515,654
Aggregate carrying amount (costs) on sale of assets2017-09-30$507,943
Liabilities. Value of acquisition indebtedness at end of year2017-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30GARY MCGEE & CO., LLP
Accountancy firm EIN2017-09-30931136256
2016 : IRCO PROFIT SHARING PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$19,090
Total unrealized appreciation/depreciation of assets2016-09-30$19,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$829,828
Total loss/gain on sale of assets2016-09-30$30,237
Total of all expenses incurred2016-09-30$862,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$834,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$560,547
Value of total assets at end of year2016-09-30$3,662,087
Value of total assets at beginning of year2016-09-30$3,694,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$27,472
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$91,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$91,371
Assets. Real estate other than employer real property at end of year2016-09-30$0
Assets. Real estate other than employer real property at beginning of year2016-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$319,195
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Assets. Other investments not covered elsewhere at end of year2016-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$2,991
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Assets. Loans (other than to participants) at end of year2016-09-30$0
Assets. Loans (other than to participants) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Administrative expenses (other) incurred2016-09-30$800
Liabilities. Value of operating payables at end of year2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Total non interest bearing cash at end of year2016-09-30$0
Total non interest bearing cash at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-32,281
Value of net assets at end of year (total assets less liabilities)2016-09-30$3,662,087
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$3,694,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Assets. partnership/joint venture interests at end of year2016-09-30$0
Assets. partnership/joint venture interests at beginning of year2016-09-30$0
Investment advisory and management fees2016-09-30$9,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$2,618,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$2,693,239
Value of interest in master investment trust accounts at end of year2016-09-30$0
Value of interest in master investment trust accounts at beginning of year2016-09-30$0
Value of interest in common/collective trusts at end of year2016-09-30$0
Value of interest in common/collective trusts at beginning of year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2016-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$1,043,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$1,001,129
Asset value of US Government securities at end of year2016-09-30$0
Asset value of US Government securities at beginning of year2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$128,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30Yes
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Assets. Invements in employer securities at end of year2016-09-30$0
Assets. Invements in employer securities at beginning of year2016-09-30$0
Assets. Value of employer real property at end of year2016-09-30$0
Assets. Value of employer real property at beginning of year2016-09-30$0
Contributions received in cash from employer2016-09-30$238,361
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$834,637
Asset. Corporate debt instrument preferred debt at end of year2016-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$0
Contract administrator fees2016-09-30$16,861
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$0
Liabilities. Value of benefit claims payable at end of year2016-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$1,345,778
Aggregate carrying amount (costs) on sale of assets2016-09-30$1,315,541
Liabilities. Value of acquisition indebtedness at end of year2016-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30GARY MCGEE & CO., LLP
Accountancy firm EIN2016-09-30931136256
2015 : IRCO PROFIT SHARING PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$18,377
Total unrealized appreciation/depreciation of assets2015-09-30$18,377
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$499,290
Total loss/gain on sale of assets2015-09-30$-3,915
Total of all expenses incurred2015-09-30$450,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$419,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$559,753
Value of total assets at end of year2015-09-30$3,694,368
Value of total assets at beginning of year2015-09-30$3,645,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$30,272
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$118,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$118,846
Assets. Real estate other than employer real property at end of year2015-09-30$0
Assets. Real estate other than employer real property at beginning of year2015-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$330,120
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$25,560
Assets. Other investments not covered elsewhere at end of year2015-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$1,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Assets. Loans (other than to participants) at end of year2015-09-30$0
Assets. Loans (other than to participants) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Administrative expenses (other) incurred2015-09-30$800
Liabilities. Value of operating payables at end of year2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Total non interest bearing cash at end of year2015-09-30$0
Total non interest bearing cash at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$49,260
Value of net assets at end of year (total assets less liabilities)2015-09-30$3,694,368
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$3,645,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Assets. partnership/joint venture interests at end of year2015-09-30$0
Assets. partnership/joint venture interests at beginning of year2015-09-30$0
Investment advisory and management fees2015-09-30$14,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$2,693,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$2,589,930
Value of interest in master investment trust accounts at end of year2015-09-30$0
Value of interest in master investment trust accounts at beginning of year2015-09-30$0
Value of interest in common/collective trusts at end of year2015-09-30$0
Value of interest in common/collective trusts at beginning of year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2015-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$1,001,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$1,012,394
Asset value of US Government securities at end of year2015-09-30$0
Asset value of US Government securities at beginning of year2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-193,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Assets. Invements in employer securities at end of year2015-09-30$0
Assets. Invements in employer securities at beginning of year2015-09-30$0
Assets. Value of employer real property at end of year2015-09-30$0
Assets. Value of employer real property at beginning of year2015-09-30$0
Contributions received in cash from employer2015-09-30$228,512
Employer contributions (assets) at end of year2015-09-30$0
Employer contributions (assets) at beginning of year2015-09-30$17,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$419,758
Asset. Corporate debt instrument preferred debt at end of year2015-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$0
Contract administrator fees2015-09-30$14,622
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$0
Liabilities. Value of benefit claims payable at end of year2015-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$572,843
Aggregate carrying amount (costs) on sale of assets2015-09-30$576,758
Liabilities. Value of acquisition indebtedness at end of year2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30GARY MCGEE & CO., LLP
Accountancy firm EIN2015-09-30931136256
2014 : IRCO PROFIT SHARING PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$20,455
Total unrealized appreciation/depreciation of assets2014-09-30$20,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$726,358
Total loss/gain on sale of assets2014-09-30$11,672
Total of all expenses incurred2014-09-30$254,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$225,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$474,718
Value of total assets at end of year2014-09-30$3,645,108
Value of total assets at beginning of year2014-09-30$3,173,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$29,358
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$48,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$48,413
Assets. Real estate other than employer real property at end of year2014-09-30$0
Assets. Real estate other than employer real property at beginning of year2014-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$267,719
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Participant contributions at end of year2014-09-30$25,560
Participant contributions at beginning of year2014-09-30$21,393
Assets. Other investments not covered elsewhere at end of year2014-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$12,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Assets. Loans (other than to participants) at end of year2014-09-30$0
Assets. Loans (other than to participants) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Administrative expenses (other) incurred2014-09-30$800
Liabilities. Value of operating payables at end of year2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Total non interest bearing cash at end of year2014-09-30$0
Total non interest bearing cash at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$471,813
Value of net assets at end of year (total assets less liabilities)2014-09-30$3,645,108
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$3,173,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Assets. partnership/joint venture interests at end of year2014-09-30$0
Assets. partnership/joint venture interests at beginning of year2014-09-30$0
Investment advisory and management fees2014-09-30$15,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$2,589,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$2,168,934
Value of interest in master investment trust accounts at end of year2014-09-30$0
Value of interest in master investment trust accounts at beginning of year2014-09-30$0
Value of interest in common/collective trusts at end of year2014-09-30$0
Value of interest in common/collective trusts at beginning of year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2014-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$1,012,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$967,160
Asset value of US Government securities at end of year2014-09-30$0
Asset value of US Government securities at beginning of year2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$171,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30Yes
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Assets. Invements in employer securities at end of year2014-09-30$0
Assets. Invements in employer securities at beginning of year2014-09-30$0
Assets. Value of employer real property at end of year2014-09-30$0
Assets. Value of employer real property at beginning of year2014-09-30$0
Contributions received in cash from employer2014-09-30$194,807
Employer contributions (assets) at end of year2014-09-30$17,224
Employer contributions (assets) at beginning of year2014-09-30$15,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$225,187
Asset. Corporate debt instrument preferred debt at end of year2014-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$0
Contract administrator fees2014-09-30$13,431
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$0
Liabilities. Value of benefit claims payable at end of year2014-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$346,419
Aggregate carrying amount (costs) on sale of assets2014-09-30$334,747
Liabilities. Value of acquisition indebtedness at end of year2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30GARY MCGEE & CO., LLP
Accountancy firm EIN2014-09-30931136256
2013 : IRCO PROFIT SHARING PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$9,104
Total unrealized appreciation/depreciation of assets2013-09-30$9,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$717,557
Total loss/gain on sale of assets2013-09-30$54,054
Total of all expenses incurred2013-09-30$195,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$167,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$416,512
Value of total assets at end of year2013-09-30$3,173,295
Value of total assets at beginning of year2013-09-30$2,650,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$27,630
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$38,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$38,767
Assets. Real estate other than employer real property at end of year2013-09-30$0
Assets. Real estate other than employer real property at beginning of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$232,094
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Participant contributions at end of year2013-09-30$21,393
Participant contributions at beginning of year2013-09-30$17,274
Assets. Other investments not covered elsewhere at end of year2013-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$5,586
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Assets. Loans (other than to participants) at end of year2013-09-30$0
Assets. Loans (other than to participants) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Administrative expenses (other) incurred2013-09-30$800
Liabilities. Value of operating payables at end of year2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Total non interest bearing cash at end of year2013-09-30$0
Total non interest bearing cash at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$522,354
Value of net assets at end of year (total assets less liabilities)2013-09-30$3,173,295
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$2,650,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Assets. partnership/joint venture interests at end of year2013-09-30$0
Assets. partnership/joint venture interests at beginning of year2013-09-30$0
Investment advisory and management fees2013-09-30$14,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$2,168,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$1,753,853
Value of interest in master investment trust accounts at end of year2013-09-30$0
Value of interest in master investment trust accounts at beginning of year2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of interest in common/collective trusts at beginning of year2013-09-30$866,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$967,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$0
Asset value of US Government securities at end of year2013-09-30$0
Asset value of US Government securities at beginning of year2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$199,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Assets. Invements in employer securities at end of year2013-09-30$0
Assets. Invements in employer securities at beginning of year2013-09-30$0
Assets. Value of employer real property at end of year2013-09-30$0
Assets. Value of employer real property at beginning of year2013-09-30$0
Contributions received in cash from employer2013-09-30$178,832
Employer contributions (assets) at end of year2013-09-30$15,808
Employer contributions (assets) at beginning of year2013-09-30$13,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$167,573
Asset. Corporate debt instrument preferred debt at end of year2013-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$0
Contract administrator fees2013-09-30$12,698
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$0
Liabilities. Value of benefit claims payable at end of year2013-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$1,392,907
Aggregate carrying amount (costs) on sale of assets2013-09-30$1,338,853
Liabilities. Value of acquisition indebtedness at end of year2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30GARY MCGEE & CO., LLP
Accountancy firm EIN2013-09-30931136256
2012 : IRCO PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$608,017
Total loss/gain on sale of assets2012-09-30$26,566
Total of all expenses incurred2012-09-30$217,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$187,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$329,026
Value of total assets at end of year2012-09-30$2,650,941
Value of total assets at beginning of year2012-09-30$2,260,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$29,656
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$38,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$38,087
Assets. Real estate other than employer real property at end of year2012-09-30$0
Assets. Real estate other than employer real property at beginning of year2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$183,572
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Participant contributions at end of year2012-09-30$17,274
Participant contributions at beginning of year2012-09-30$16,395
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Assets. Loans (other than to participants) at end of year2012-09-30$0
Assets. Loans (other than to participants) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Administrative expenses (other) incurred2012-09-30$800
Liabilities. Value of operating payables at end of year2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Total non interest bearing cash at end of year2012-09-30$0
Total non interest bearing cash at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$390,740
Value of net assets at end of year (total assets less liabilities)2012-09-30$2,650,941
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$2,260,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$0
Assets. partnership/joint venture interests at beginning of year2012-09-30$0
Investment advisory and management fees2012-09-30$16,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$1,753,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$1,423,709
Value of interest in master investment trust accounts at end of year2012-09-30$0
Value of interest in master investment trust accounts at beginning of year2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$866,459
Value of interest in common/collective trusts at beginning of year2012-09-30$807,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-09-30$0
Asset value of US Government securities at end of year2012-09-30$0
Asset value of US Government securities at beginning of year2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$191,775
Net investment gain or loss from common/collective trusts2012-09-30$22,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Assets. Invements in employer securities at end of year2012-09-30$0
Assets. Invements in employer securities at beginning of year2012-09-30$0
Assets. Value of employer real property at end of year2012-09-30$0
Assets. Value of employer real property at beginning of year2012-09-30$0
Contributions received in cash from employer2012-09-30$145,454
Employer contributions (assets) at end of year2012-09-30$13,355
Employer contributions (assets) at beginning of year2012-09-30$12,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$187,621
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$0
Contract administrator fees2012-09-30$12,334
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$0
Liabilities. Value of benefit claims payable at end of year2012-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$537,035
Aggregate carrying amount (costs) on sale of assets2012-09-30$510,469
Liabilities. Value of acquisition indebtedness at end of year2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30GARY MCGEE & CO., LLP
Accountancy firm EIN2012-09-30931136256
2011 : IRCO PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$305,362
Total loss/gain on sale of assets2011-09-30$18,132
Total of all expenses incurred2011-09-30$242,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$213,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$332,634
Value of total assets at end of year2011-09-30$2,260,201
Value of total assets at beginning of year2011-09-30$2,197,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$28,440
Total interest from all sources2011-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$31,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$31,708
Assets. Real estate other than employer real property at end of year2011-09-30$0
Assets. Real estate other than employer real property at beginning of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$300,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$186,559
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Participant contributions at end of year2011-09-30$16,395
Participant contributions at beginning of year2011-09-30$0
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Assets. Loans (other than to participants) at end of year2011-09-30$0
Assets. Loans (other than to participants) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Administrative expenses (other) incurred2011-09-30$950
Liabilities. Value of operating payables at end of year2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Total non interest bearing cash at end of year2011-09-30$0
Total non interest bearing cash at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$63,064
Value of net assets at end of year (total assets less liabilities)2011-09-30$2,260,201
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$2,197,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$0
Assets. partnership/joint venture interests at beginning of year2011-09-30$0
Investment advisory and management fees2011-09-30$21,121
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$1,423,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,535,638
Value of interest in master investment trust accounts at end of year2011-09-30$0
Value of interest in master investment trust accounts at beginning of year2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$807,791
Value of interest in common/collective trusts at beginning of year2011-09-30$661,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-09-30$0
Asset value of US Government securities at end of year2011-09-30$0
Asset value of US Government securities at beginning of year2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-90,104
Net investment gain or loss from common/collective trusts2011-09-30$12,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at end of year2011-09-30$0
Assets. Invements in employer securities at beginning of year2011-09-30$0
Assets. Value of employer real property at end of year2011-09-30$0
Assets. Value of employer real property at beginning of year2011-09-30$0
Contributions received in cash from employer2011-09-30$146,075
Employer contributions (assets) at end of year2011-09-30$12,306
Employer contributions (assets) at beginning of year2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$213,858
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$0
Contract administrator fees2011-09-30$6,369
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$0
Liabilities. Value of benefit claims payable at end of year2011-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$620,198
Aggregate carrying amount (costs) on sale of assets2011-09-30$602,066
Liabilities. Value of acquisition indebtedness at end of year2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30GARY MCGEE & CO., LLP
Accountancy firm EIN2011-09-30931136256
2010 : IRCO PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0
2009 : IRCO PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-09-30$0

Form 5500 Responses for IRCO PROFIT SHARING PLAN & TRUST

2021: IRCO PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: IRCO PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: IRCO PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: IRCO PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: IRCO PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedYes
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: IRCO PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: IRCO PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: IRCO PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: IRCO PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: IRCO PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: IRCO PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: IRCO PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number13601195
Policy instance 1
Insurance contract or identification number13601195
Number of Individuals Covered610
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number13601195
Policy instance 1
Insurance contract or identification number13601195
Number of Individuals Covered479
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number13601195
Policy instance 1
Insurance contract or identification number13601195
Number of Individuals Covered436
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number13601195
Policy instance 1
Insurance contract or identification number13601195
Number of Individuals Covered403
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number13601195
Policy instance 1
Insurance contract or identification number13601195
Number of Individuals Covered879
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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