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IV RETIREMENT PLAN 401k Plan overview

Plan NameIV RETIREMENT PLAN
Plan identification number 001

IV RETIREMENT 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.
  • 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

INDUSTRIAL VALCO INC. has sponsored the creation of one or more 401k plans.

Company Name:INDUSTRIAL VALCO INC.
Employer identification number (EIN):953872271
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IV RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01ANNETTE RODRIGUEZ2020-07-17
0012018-01-01ANNETTE RODRIGUEZ2019-06-10
0012017-01-01ANNETTE RODRIGUEZ2018-06-18
0012016-01-01ANNETTE RODRIGUEZ
0012015-01-01ANNETTE RODRIGUEZ
0012014-01-01ANNETTE RODRIGUEZ
0012013-01-01ANNETTE RODRIGUEZ ANNETTE RODRIGUEZ2014-10-17
0012012-01-01ANNETTE RODRIGUEZ2013-07-15
0012011-01-01ANNETTE RODRIGUEZ2012-07-25
0012010-01-01ANNETTE RODRIGUEZ2011-06-09
0012009-01-01ROBERT RABAN
0012009-01-01 ROBERT RABAN2010-07-23
0012009-01-01 ROBERT C RABAN2010-07-23
0012009-01-01 ROBERT RABAN2010-07-23

Plan Statistics for IV RETIREMENT PLAN

401k plan membership statisitcs for IV RETIREMENT PLAN

Measure Date Value
2022: IV RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01120
Total number of active participants reported on line 7a of the Form 55002022-01-0194
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0115
Total of all active and inactive participants2022-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01110
Number of participants with account balances2022-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: IV RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01119
Total number of active participants reported on line 7a of the Form 55002021-01-0190
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01104
Number of participants with account balances2021-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: IV RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01124
Total number of active participants reported on line 7a of the Form 55002020-01-0197
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01108
Number of participants with account balances2020-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2016: IV RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01159
Total number of active participants reported on line 7a of the Form 55002016-01-0179
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0189
Number of participants with account balances2016-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: IV RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01154
Total number of active participants reported on line 7a of the Form 55002015-01-0195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01159
Number of participants with account balances2015-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: IV RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01155
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01150
Number of participants with account balances2014-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: IV RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01130
Total number of active participants reported on line 7a of the Form 55002013-01-01113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01144
Number of participants with account balances2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2009: IV RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0180
Total number of active participants reported on line 7a of the Form 55002009-01-01106
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01110
Number of participants with account balances2009-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on IV RETIREMENT PLAN

Measure Date Value
2022 : IV RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-512,403
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$253,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$201,439
Expenses. Certain deemed distributions of participant loans2022-12-31$25,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$551,069
Value of total assets at end of year2022-12-31$6,460,540
Value of total assets at beginning of year2022-12-31$7,226,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,713
Total interest from all sources2022-12-31$8,123
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$252,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$252,030
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$360,423
Participant contributions at end of year2022-12-31$92,149
Participant contributions at beginning of year2022-12-31$111,746
Administrative expenses (other) incurred2022-12-31$26,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-765,704
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,460,540
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,226,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,368,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,114,498
Interest on participant loans2022-12-31$8,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,323,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$190,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$201,439
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HANSEN HUNTER & CO
Accountancy firm EIN2022-12-31930891763
2021 : IV RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,335,130
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$675,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$645,185
Expenses. Certain deemed distributions of participant loans2021-12-31$2,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$453,418
Value of total assets at end of year2021-12-31$7,226,244
Value of total assets at beginning of year2021-12-31$6,566,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,498
Total interest from all sources2021-12-31$10,429
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$347,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$347,031
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$288,196
Participant contributions at end of year2021-12-31$111,746
Participant contributions at beginning of year2021-12-31$176,676
Administrative expenses (other) incurred2021-12-31$27,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$659,455
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,226,244
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,566,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,114,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,390,113
Interest on participant loans2021-12-31$10,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$524,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$165,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$645,185
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FOSTER & LARENCE ACCOUNTANCY COR
Accountancy firm EIN2021-12-31412100638
2020 : IV RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,226,000
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$837,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$805,253
Expenses. Certain deemed distributions of participant loans2020-12-31$6,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$401,632
Value of total assets at end of year2020-12-31$6,566,789
Value of total assets at beginning of year2020-12-31$6,178,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,303
Total interest from all sources2020-12-31$13,422
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$216,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$216,250
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$254,676
Participant contributions at end of year2020-12-31$176,676
Participant contributions at beginning of year2020-12-31$202,049
Other income not declared elsewhere2020-12-31$1,829
Administrative expenses (other) incurred2020-12-31$25,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$388,491
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,566,789
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,178,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,390,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,976,249
Interest on participant loans2020-12-31$13,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$592,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$146,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$805,253
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FOSTER & LARENCE ACCOUNTANCY COR
Accountancy firm EIN2020-12-31412100638
2016 : IV RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$553,388
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$331,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$312,038
Expenses. Certain deemed distributions of participant loans2016-12-31$14,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$324,624
Value of total assets at end of year2016-12-31$4,475,157
Value of total assets at beginning of year2016-12-31$4,252,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,244
Total interest from all sources2016-12-31$10,305
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$94,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$94,540
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$426,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$202,274
Participant contributions at end of year2016-12-31$173,828
Participant contributions at beginning of year2016-12-31$205,373
Other income not declared elsewhere2016-12-31$1,184
Administrative expenses (other) incurred2016-12-31$4,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$222,283
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,475,157
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,252,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,550,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,415,282
Interest on participant loans2016-12-31$10,305
Value of interest in common/collective trusts at end of year2016-12-31$803,236
Value of interest in common/collective trusts at beginning of year2016-12-31$748,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$947,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$883,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$883,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$53,657
Net investment gain or loss from common/collective trusts2016-12-31$69,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$122,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$312,038
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FOSTER & LARENCE ACCOUNTANCY COR
Accountancy firm EIN2016-12-31412100638
2015 : IV RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$450,179
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$370,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$355,946
Value of total corrective distributions2015-12-31$11,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$494,162
Value of total assets at end of year2015-12-31$4,252,874
Value of total assets at beginning of year2015-12-31$4,173,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,471
Total interest from all sources2015-12-31$9,127
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$193,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$193,541
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$418,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$286,366
Participant contributions at end of year2015-12-31$205,373
Participant contributions at beginning of year2015-12-31$124,607
Administrative expenses (other) incurred2015-12-31$3,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$79,415
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,252,874
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,173,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,415,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,953,179
Interest on participant loans2015-12-31$9,127
Value of interest in common/collective trusts at end of year2015-12-31$748,925
Value of interest in common/collective trusts at beginning of year2015-12-31$784,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$883,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,311,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,311,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-239,982
Net investment gain or loss from common/collective trusts2015-12-31$-6,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$207,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$355,946
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FOSTER & LARENCE ACCOUNTANCY COR
Accountancy firm EIN2015-12-31412100638
2014 : IV RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$752,782
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$32,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$30,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$575,195
Value of total assets at end of year2014-12-31$4,173,459
Value of total assets at beginning of year2014-12-31$3,452,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,500
Total interest from all sources2014-12-31$7,122
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$170,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$170,688
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$346,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$303,236
Participant contributions at end of year2014-12-31$124,607
Participant contributions at beginning of year2014-12-31$137,491
Other income not declared elsewhere2014-12-31$80
Administrative expenses (other) incurred2014-12-31$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$720,488
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,173,459
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,452,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,953,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,984,169
Interest on participant loans2014-12-31$7,122
Value of interest in common/collective trusts at end of year2014-12-31$784,064
Value of interest in common/collective trusts at beginning of year2014-12-31$621,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,311,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$709,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$709,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-51,559
Net investment gain or loss from common/collective trusts2014-12-31$51,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$271,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$30,794
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FOSTER & LARENCE ACCOUNTANCY COR
Accountancy firm EIN2014-12-31412100638
2013 : IV RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$910,180
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$69,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$66,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$510,998
Value of total assets at end of year2013-12-31$3,452,971
Value of total assets at beginning of year2013-12-31$2,611,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,650
Total interest from all sources2013-12-31$5,137
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$66,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$66,139
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$262,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$266,304
Participant contributions at end of year2013-12-31$137,491
Participant contributions at beginning of year2013-12-31$68,340
Administrative expenses (other) incurred2013-12-31$2,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$841,032
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,452,971
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,611,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,984,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,474,126
Interest on participant loans2013-12-31$5,137
Value of interest in common/collective trusts at end of year2013-12-31$621,761
Value of interest in common/collective trusts at beginning of year2013-12-31$421,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$709,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$648,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$648,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$237,768
Net investment gain or loss from common/collective trusts2013-12-31$90,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$244,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$66,498
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FOSTER & LARENCE ACCOUNTANCY CORP
Accountancy firm EIN2013-12-31412100638
2009 : IV RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for IV RETIREMENT PLAN

2022: IV RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IV RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IV RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2016: IV RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IV RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IV RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IV RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2009: IV RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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