401k Plan data: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN plan

INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN
Plan identification number	001

INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

INLAND COUNTIES LEGAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name: INLAND COUNTIES LEGAL SERVICES

Employer identification number (EIN): 956124556

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about INLAND COUNTIES LEGAL SERVICES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0357658

More information about INLAND COUNTIES LEGAL SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SEAN KEATING 2023-09-26
001 2021-01-01 SEAN KEATING 2022-10-13
001 2020-01-01
001 2019-01-01 PAMELA HERNESS 2020-10-14 PAMELA HERNESS 2020-10-14
001 2018-01-01 PAMELA HERNESS 2019-07-26 PAMELA HERNESS 2019-07-26
001 2017-01-01 PAM HERNESS 2018-10-05 PAM HERNESS 2018-10-05
001 2016-01-01 PAMELA HERNESS 2017-10-13 PAMELA HERNESS 2017-10-13
001 2015-01-01 STEVEN OGILVIE STEVEN OGILVIE 2016-07-14
001 2014-01-01 STEVEN OGILVIE STEVEN OGILVIE 2015-07-29
001 2013-01-01 JONATHAN ABADESCO JONATHAN ABADESCO 2014-07-24
001 2012-01-01 JONATHAN ABADESCO JONATHAN ABADESCO 2013-07-26
001 2011-01-01 BRENDA CRISLER BRENDA CRISLER 2012-10-15
001 2010-01-01 ROY J BLAIR
001 2009-01-01 DAVID V ANDERSON IRENE C MORALES 2010-09-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SEAN KEATING	2023-09-26
001	2021-01-01	SEAN KEATING	2022-10-13
001	2020-01-01
001	2019-01-01	PAMELA HERNESS	2020-10-14	PAMELA HERNESS	2020-10-14
001	2018-01-01	PAMELA HERNESS	2019-07-26	PAMELA HERNESS	2019-07-26
001	2017-01-01	PAM HERNESS	2018-10-05	PAM HERNESS	2018-10-05
001	2016-01-01	PAMELA HERNESS	2017-10-13	PAMELA HERNESS	2017-10-13
001	2015-01-01	STEVEN OGILVIE		STEVEN OGILVIE	2016-07-14
001	2014-01-01	STEVEN OGILVIE		STEVEN OGILVIE	2015-07-29
001	2013-01-01	JONATHAN ABADESCO		JONATHAN ABADESCO	2014-07-24
001	2012-01-01	JONATHAN ABADESCO		JONATHAN ABADESCO	2013-07-26
001	2011-01-01	BRENDA CRISLER		BRENDA CRISLER	2012-10-15
001	2010-01-01	ROY J BLAIR
001	2009-01-01	DAVID V ANDERSON		IRENE C MORALES	2010-09-13

Plan Statistics for INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN

Measure Date Value
2022: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 126
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 150
Number of participants with account balances 2022-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 110
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 19
Total of all active and inactive participants 2021-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 132
Number of participants with account balances 2021-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2015: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 65
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 80
Number of participants with account balances 2015-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 69
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 84
Number of participants with account balances 2014-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 55
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 70
Number of participants with account balances 2013-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 50
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 67
Number of participants with account balances 2012-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 64
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 75
Number of participants with account balances 2011-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 64
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 11
Total of all active and inactive participants 2010-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 76
Number of participants with account balances 2010-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 67
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 77
Number of participants with account balances 2009-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	126
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	150
Number of participants with account balances	2022-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	110
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	132
Number of participants with account balances	2021-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2015: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	65
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	80
Number of participants with account balances	2015-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	69
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	84
Number of participants with account balances	2014-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	55
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	70
Number of participants with account balances	2013-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	50
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	67
Number of participants with account balances	2012-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	64
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	75
Number of participants with account balances	2011-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	64
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	11
Total of all active and inactive participants	2010-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	76
Number of participants with account balances	2010-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	67
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	77
Number of participants with account balances	2009-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$4,555
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	$77,154
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$247,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$214,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$693,141
Value of total assets at end of year	2022-12-31	$4,445,215
Value of total assets at beginning of year	2022-12-31	$4,611,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$33,044
Total interest from all sources	2022-12-31	$22,045
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$442,924
Participant contributions at end of year	2022-12-31	$102,769
Participant contributions at beginning of year	2022-12-31	$92,242
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$56,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$4,400
Liabilities. Value of operating payables at end of year	2022-12-31	$155
Total non interest bearing cash at end of year	2022-12-31	$4,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-170,403
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,440,660
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,611,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,642,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,752,937
Interest on participant loans	2022-12-31	$13,141
Interest earned on other investments	2022-12-31	$8,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$695,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$765,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-638,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$193,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$214,513
Contract administrator fees	2022-12-31	$33,044
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HALLIDAY & COMPANY CPA'S
Accountancy firm EIN	2022-12-31	862034371
2021 : INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$859,712
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$372,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$345,861
Value of total corrective distributions	2021-12-31	$634
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$432,246
Value of total assets at end of year	2021-12-31	$4,611,063
Value of total assets at beginning of year	2021-12-31	$4,123,952
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,106
Total interest from all sources	2021-12-31	$13,372
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$275,114
Participant contributions at end of year	2021-12-31	$92,242
Participant contributions at beginning of year	2021-12-31	$82,394
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$6,038
Total non interest bearing cash at beginning of year	2021-12-31	$780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$487,111
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,611,063
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,123,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,752,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,342,200
Interest on participant loans	2021-12-31	$4,124
Interest earned on other investments	2021-12-31	$9,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$765,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$698,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$414,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$151,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$345,861
Contract administrator fees	2021-12-31	$26,106
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HALLIDAY & COMPANY CPA'S
Accountancy firm EIN	2021-12-31	862034371
2015 : INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$212,086
Expenses. Total of all expenses incurred	2015-12-31	$134,882
Benefits paid (including direct rollovers)	2015-12-31	$108,458
Total plan assets at end of year	2015-12-31	$3,201,830
Total plan assets at beginning of year	2015-12-31	$3,124,626
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$109,500
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,915
Other income received	2015-12-31	$-5,364
Net income (gross income less expenses)	2015-12-31	$77,204
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,201,830
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,124,626
Assets. Value of participant loans	2015-12-31	$253,408
Total contributions received or receivable from employer(s)	2015-12-31	$107,950
Value of certain deemed distributions of participant loans	2015-12-31	$23,504
Value of corrective distributions	2015-12-31	$5
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$354,520
Expenses. Total of all expenses incurred	2014-12-31	$120,004
Benefits paid (including direct rollovers)	2014-12-31	$108,437
Total plan assets at end of year	2014-12-31	$3,121,524
Total plan assets at beginning of year	2014-12-31	$2,887,008
Total contributions received or receivable from participants	2014-12-31	$105,968
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,146
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$148,480
Net income (gross income less expenses)	2014-12-31	$234,516
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,121,524
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,887,008
Assets. Value of participant loans	2014-12-31	$215,633
Total contributions received or receivable from employer(s)	2014-12-31	$100,072
Value of certain deemed distributions of participant loans	2014-12-31	$9,421
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$499,075
Expenses. Total of all expenses incurred	2013-12-31	$63,410
Benefits paid (including direct rollovers)	2013-12-31	$61,633
Total plan assets at end of year	2013-12-31	$2,887,008
Total plan assets at beginning of year	2013-12-31	$2,451,343
Total contributions received or receivable from participants	2013-12-31	$111,645
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,777
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$299,498
Net income (gross income less expenses)	2013-12-31	$435,665
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,887,008
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,451,343
Assets. Value of participant loans	2013-12-31	$185,329
Total contributions received or receivable from employer(s)	2013-12-31	$87,932
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$392,871
Expenses. Total of all expenses incurred	2012-12-31	$316,590
Benefits paid (including direct rollovers)	2012-12-31	$311,116
Total plan assets at end of year	2012-12-31	$2,451,343
Total plan assets at beginning of year	2012-12-31	$2,375,062
Value of fidelity bond covering the plan	2012-12-31	$4,000,000
Total contributions received or receivable from participants	2012-12-31	$111,304
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,234
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$192,841
Net income (gross income less expenses)	2012-12-31	$76,281
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,451,343
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,375,062
Assets. Value of participant loans	2012-12-31	$178,053
Total contributions received or receivable from employer(s)	2012-12-31	$88,726
Value of certain deemed distributions of participant loans	2012-12-31	$4,240
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$269,424
Expenses. Total of all expenses incurred	2011-12-31	$357,896
Benefits paid (including direct rollovers)	2011-12-31	$353,138
Total plan assets at end of year	2011-12-31	$2,375,062
Total plan assets at beginning of year	2011-12-31	$2,463,534
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$125,704
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,064
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$41,115
Net income (gross income less expenses)	2011-12-31	$-88,472
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,375,062
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,463,534
Assets. Value of participant loans	2011-12-31	$191,223
Total contributions received or receivable from employer(s)	2011-12-31	$102,605
Value of certain deemed distributions of participant loans	2011-12-31	$3,694
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$569,228
Expenses. Total of all expenses incurred	2010-12-31	$33,305
Benefits paid (including direct rollovers)	2010-12-31	$29,007
Total plan assets at end of year	2010-12-31	$2,463,534
Total plan assets at beginning of year	2010-12-31	$1,927,612
Total contributions received or receivable from participants	2010-12-31	$142,935
Expenses. Other expenses not covered elsewhere	2010-12-31	$968
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$193,641
Net income (gross income less expenses)	2010-12-31	$535,923
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,463,534
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,927,612
Assets. Value of participant loans	2010-12-31	$152,077
Total contributions received or receivable from employer(s)	2010-12-31	$232,652
Value of certain deemed distributions of participant loans	2010-12-31	$3,330
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN

2022: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2015: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: INLAND COUNTIES LEGAL SERVICES, RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814311

Policy instance

Insurance contract or identification number	814311
Number of Individuals Covered	150
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814311

Policy instance

Insurance contract or identification number	814311
Number of Individuals Covered	132
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

INLAND COUNTIES PENSION SERVICES, INC. 401(K) PROFIT SHARING PLAN [EIN = 330074418]

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Company Name:	INLAND COUNTIES LEGAL SERVICES
Employer identification number (EIN):	956124556
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0357658