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INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 401k Plan overview

Plan NameINTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN
Plan identification number 001

INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 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.
  • 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

INTEGRATED FINANCIAL SERVICES LTD has sponsored the creation of one or more 401k plans.

Company Name:INTEGRATED FINANCIAL SERVICES LTD
Employer identification number (EIN):943347260
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about INTEGRATED FINANCIAL SERVICES LTD

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 917191

More information about INTEGRATED FINANCIAL SERVICES LTD

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012019-01-01
0012018-01-01
0012017-01-01LESLI WANG LESLI WANG2018-07-31
0012016-01-01LESLI WANG LESLI WANG2017-07-24
0012015-01-01LESLI WANG LESLI WANG2016-08-01
0012014-01-01LESLI WANG LESLI WANG2015-08-30
0012013-01-01LESLI WANG
0012012-01-01LESLI WANG LESLI WANG2013-07-31
0012011-01-01LESLI WANG
0012010-01-01LESLI WANG LESLI WANG2011-07-11
0012009-01-01 LESLI WANG2010-08-06
0012009-01-01LESLI WANG
0012009-01-01LESLI WANG

Plan Statistics for INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN

401k plan membership statisitcs for INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN

Measure Date Value
2022: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-018
Total participants2022-01-018
Number of participants with account balances2022-01-018
2021: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-018
Total participants2021-01-018
Number of participants with account balances2021-01-018
2019: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0110
Total participants2019-01-0110
Number of participants with account balances2019-01-016
2018: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0113
Total participants2018-01-0113
2017: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0116
Total participants2017-01-0116
2016: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0115
Total participants2016-01-0115
2015: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-012
Total of all active and inactive participants2015-01-0119
Total participants2015-01-0119
2014: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0119
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-0120
Total participants2014-01-0120
2013: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-014
Total of all active and inactive participants2013-01-0124
Total participants2013-01-0124
2012: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0122
Number of retired or separated participants receiving benefits2012-01-012
Total of all active and inactive participants2012-01-0124
Total participants2012-01-0124
2011: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0125
Total participants2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0126
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0126
Total participants2010-01-0126
2009: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0126
Total participants2009-01-0126

Financial Data on INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN

Measure Date Value
2022 : INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$0
Expenses. Total of all expenses incurred2022-12-31$129,201
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$483,028
Total plan assets at beginning of year2022-12-31$612,229
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$121,401
Other income received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-129,201
Net plan assets at end of year (total assets less liabilities)2022-12-31$483,028
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$612,229
Total contributions received or receivable from employer(s)2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$7,800
2021 : INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$63,397
Expenses. Total of all expenses incurred2021-12-31$8,929
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$612,229
Total plan assets at beginning of year2021-12-31$557,761
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$63,397
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$54,468
Net plan assets at end of year (total assets less liabilities)2021-12-31$612,229
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$557,761
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$8,929
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2019 : INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$120,537
Expenses. Total of all expenses incurred2019-12-31$226,261
Benefits paid (including direct rollovers)2019-12-31$216,679
Total plan assets at end of year2019-12-31$500,762
Total plan assets at beginning of year2019-12-31$606,486
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$120,537
Net income (gross income less expenses)2019-12-31$-105,724
Net plan assets at end of year (total assets less liabilities)2019-12-31$500,762
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$606,486
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$9,582
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$216,679
2018 : INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-38,600
Expenses. Total of all expenses incurred2018-12-31$82,042
Benefits paid (including direct rollovers)2018-12-31$71,943
Total plan assets at end of year2018-12-31$606,486
Total plan assets at beginning of year2018-12-31$727,128
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$-38,600
Net income (gross income less expenses)2018-12-31$-120,642
Net plan assets at end of year (total assets less liabilities)2018-12-31$606,486
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$727,128
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10,099
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$71,943
2017 : INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$120,006
Expenses. Total of all expenses incurred2017-12-31$288,435
Benefits paid (including direct rollovers)2017-12-31$276,627
Total plan assets at end of year2017-12-31$727,128
Total plan assets at beginning of year2017-12-31$895,557
Value of fidelity bond covering the plan2017-12-31$80,000
Total contributions received or receivable from participants2017-12-31$1,848
Other income received2017-12-31$118,158
Net income (gross income less expenses)2017-12-31$-168,429
Net plan assets at end of year (total assets less liabilities)2017-12-31$727,128
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$895,557
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$11,808
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$276,627
2016 : INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$73,208
Expenses. Total of all expenses incurred2016-12-31$45,706
Benefits paid (including direct rollovers)2016-12-31$33,310
Total plan assets at end of year2016-12-31$895,557
Total plan assets at beginning of year2016-12-31$868,055
Value of fidelity bond covering the plan2016-12-31$80,000
Total contributions received or receivable from participants2016-12-31$10,766
Other income received2016-12-31$62,442
Net income (gross income less expenses)2016-12-31$27,502
Net plan assets at end of year (total assets less liabilities)2016-12-31$895,557
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$868,055
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$33,310
2015 : INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$52,982
Expenses. Total of all expenses incurred2015-12-31$479,152
Benefits paid (including direct rollovers)2015-12-31$464,902
Total plan assets at end of year2015-12-31$868,055
Total plan assets at beginning of year2015-12-31$1,294,225
Value of fidelity bond covering the plan2015-12-31$80,000
Total contributions received or receivable from participants2015-12-31$44,016
Other income received2015-12-31$8,966
Net income (gross income less expenses)2015-12-31$-426,170
Net plan assets at end of year (total assets less liabilities)2015-12-31$868,055
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,294,225
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$14,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$464,902
2014 : INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$86,464
Expenses. Total of all expenses incurred2014-12-31$55,250
Benefits paid (including direct rollovers)2014-12-31$38,657
Total plan assets at end of year2014-12-31$1,294,225
Total plan assets at beginning of year2014-12-31$1,263,011
Value of fidelity bond covering the plan2014-12-31$80,000
Total contributions received or receivable from participants2014-12-31$12,169
Other income received2014-12-31$74,295
Net income (gross income less expenses)2014-12-31$31,214
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,294,225
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,263,011
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$16,593
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$38,657
2013 : INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$400,785
Expenses. Total of all expenses incurred2013-12-31$357,506
Benefits paid (including direct rollovers)2013-12-31$341,121
Total plan assets at end of year2013-12-31$1,263,011
Total plan assets at beginning of year2013-12-31$1,219,732
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$4,666
Contributions received from other sources (not participants or employers)2013-12-31$217,937
Other income received2013-12-31$178,182
Net income (gross income less expenses)2013-12-31$43,279
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,263,011
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,219,732
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$16,385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$341,121
2012 : INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$175,837
Expenses. Total of all expenses incurred2012-12-31$73,132
Benefits paid (including direct rollovers)2012-12-31$57,417
Total plan assets at end of year2012-12-31$1,219,732
Total plan assets at beginning of year2012-12-31$1,117,027
Value of fidelity bond covering the plan2012-12-31$80,000
Total contributions received or receivable from participants2012-12-31$53,716
Other income received2012-12-31$122,121
Net income (gross income less expenses)2012-12-31$102,705
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,219,732
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,117,027
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$15,715
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$57,417
2011 : INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$56,078
Expenses. Total of all expenses incurred2011-12-31$46,708
Benefits paid (including direct rollovers)2011-12-31$7,361
Total plan assets at end of year2011-12-31$1,117,027
Total plan assets at beginning of year2011-12-31$1,107,657
Value of fidelity bond covering the plan2011-12-31$80,000
Total contributions received or receivable from participants2011-12-31$55,699
Expenses. Other expenses not covered elsewhere2011-12-31$39,347
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$379
Net income (gross income less expenses)2011-12-31$9,370
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,117,027
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,107,657
Total contributions received or receivable from employer(s)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$7,361
2010 : INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$156,329
Expenses. Total of all expenses incurred2010-12-31$194,105
Benefits paid (including direct rollovers)2010-12-31$179,654
Total plan assets at end of year2010-12-31$1,107,657
Total plan assets at beginning of year2010-12-31$1,145,434
Value of fidelity bond covering the plan2010-12-31$80,000
Total contributions received or receivable from participants2010-12-31$69,368
Expenses. Other expenses not covered elsewhere2010-12-31$14,451
Other income received2010-12-31$86,961
Net income (gross income less expenses)2010-12-31$-37,776
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,107,657
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,145,434
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$179,654

Form 5500 Responses for INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN

2022: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2019: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: INTEGRATED FINANCIAL SERVICES LTD 401(K) RETIREMENT/PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-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)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29574
Policy instance 1
Insurance contract or identification number29574
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,201
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?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
Amount paid for insurance broker fees5201
Additional information about fees paid to insurance brokerCOMMISSION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29574
Policy instance 1
Insurance contract or identification number29574
Number of Individuals Covered11
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,874
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?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?Yes
Amount paid for insurance broker fees5874
Additional information about fees paid to insurance brokerCOMMISSION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29574
Policy instance 1
Insurance contract or identification number29574
Number of Individuals Covered11
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,497
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?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
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerTPA FEE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29574
Policy instance 1
Insurance contract or identification number29574
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,410
Total amount of fees paid to insurance companyUSD $50
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?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
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker nameIFS MARKETING INSURANCE SERVICES

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