401k Plan data: INNOVATIVE BUSINESS ADVISORS PENSION PLAN plan

INNOVATIVE BUSINESS ADVISORS PENSION PLAN 401k Plan overview

Plan Name	INNOVATIVE BUSINESS ADVISORS PENSION PLAN
Plan identification number	001

INNOVATIVE BUSINESS ADVISORS PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

INNOVATIVE BUSINESS ADVISORS has sponsored the creation of one or more 401k plans.

Company Name: INNOVATIVE BUSINESS ADVISORS

Employer identification number (EIN): 201567082

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INNOVATIVE BUSINESS ADVISORS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-02-01 SHELDON LIPPMAN
001 2011-02-01 SHELDON LIPPMAN
001 2010-02-01 SHELDON LIPPMAN
001 2009-02-01 SHELDON LIPPMAN
001 2009-02-01 SHELDON LIPPMAN
001 2009-02-01 SHELDON LIPPMAN

Plan id#	Filing Submission Date	Name of Administrator
001	2012-02-01	SHELDON LIPPMAN
001	2011-02-01	SHELDON LIPPMAN
001	2010-02-01	SHELDON LIPPMAN
001	2009-02-01	SHELDON LIPPMAN
001	2009-02-01	SHELDON LIPPMAN
001	2009-02-01	SHELDON LIPPMAN

Plan Statistics for INNOVATIVE BUSINESS ADVISORS PENSION PLAN

401k plan membership statisitcs for INNOVATIVE BUSINESS ADVISORS PENSION PLAN

Measure Date Value
2012: INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 0
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 0
Total of all active and inactive participants 2012-02-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 1
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 1
Total of all active and inactive participants 2011-02-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 2
2010: INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-02-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 1
Number of retired or separated participants receiving benefits 2010-02-01 0
Number of other retired or separated participants entitled to future benefits 2010-02-01 1
Total of all active and inactive participants 2010-02-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-02-01 0
Total participants 2010-02-01 2
2009: INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 1
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 1
Total of all active and inactive participants 2009-02-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2012: INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	0
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	0
Total of all active and inactive participants	2012-02-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	1
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	1
Total of all active and inactive participants	2011-02-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	2
2010: INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-02-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	1
Number of retired or separated participants receiving benefits	2010-02-01	0
Number of other retired or separated participants entitled to future benefits	2010-02-01	1
Total of all active and inactive participants	2010-02-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-02-01	0
Total participants	2010-02-01	2
2009: INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	1
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	1
Total of all active and inactive participants	2009-02-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on INNOVATIVE BUSINESS ADVISORS PENSION PLAN

Measure	Date	Value
2013 : INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-01-31	$0
Total plan liabilities at end of year	2013-01-31	$0
Total plan liabilities at beginning of year	2013-01-31	$0
Total income from all sources	2013-01-31	$27,403
Expenses. Total of all expenses incurred	2013-01-31	$574,987
Benefits paid (including direct rollovers)	2013-01-31	$574,987
Total plan assets at end of year	2013-01-31	$0
Total plan assets at beginning of year	2013-01-31	$547,584
Total contributions received or receivable from participants	2013-01-31	$0
Expenses. Other expenses not covered elsewhere	2013-01-31	$0
Contributions received from other sources (not participants or employers)	2013-01-31	$0
Other income received	2013-01-31	$27,403
Noncash contributions received	2013-01-31	$0
Net income (gross income less expenses)	2013-01-31	$-547,584
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$547,584
Total contributions received or receivable from employer(s)	2013-01-31	$0
Value of certain deemed distributions of participant loans	2013-01-31	$0
Value of corrective distributions	2013-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$0
2012 : INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-01-31	$0
Total plan liabilities at end of year	2012-01-31	$0
Total plan liabilities at beginning of year	2012-01-31	$0
Total income from all sources	2012-01-31	$14,283
Expenses. Total of all expenses incurred	2012-01-31	$0
Benefits paid (including direct rollovers)	2012-01-31	$0
Total plan assets at end of year	2012-01-31	$547,584
Total plan assets at beginning of year	2012-01-31	$533,301
Total contributions received or receivable from participants	2012-01-31	$0
Expenses. Other expenses not covered elsewhere	2012-01-31	$0
Contributions received from other sources (not participants or employers)	2012-01-31	$0
Other income received	2012-01-31	$14,283
Noncash contributions received	2012-01-31	$0
Net income (gross income less expenses)	2012-01-31	$14,283
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$547,584
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$533,301
Assets. Value of participant loans	2012-01-31	$41,154
Total contributions received or receivable from employer(s)	2012-01-31	$0
Value of certain deemed distributions of participant loans	2012-01-31	$0
Value of corrective distributions	2012-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-01-31	$0
Total plan liabilities at end of year	2011-01-31	$0
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$214,776
Expenses. Total of all expenses incurred	2011-01-31	$0
Benefits paid (including direct rollovers)	2011-01-31	$0
Total plan assets at end of year	2011-01-31	$533,301
Total plan assets at beginning of year	2011-01-31	$318,525
Total contributions received or receivable from participants	2011-01-31	$0
Expenses. Other expenses not covered elsewhere	2011-01-31	$0
Contributions received from other sources (not participants or employers)	2011-01-31	$0
Other income received	2011-01-31	$14,776
Noncash contributions received	2011-01-31	$0
Net income (gross income less expenses)	2011-01-31	$214,776
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$533,301
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$318,525
Assets. Value of participant loans	2011-01-31	$50,000
Total contributions received or receivable from employer(s)	2011-01-31	$200,000
Value of certain deemed distributions of participant loans	2011-01-31	$0
Value of corrective distributions	2011-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
2010 : INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for INNOVATIVE BUSINESS ADVISORS PENSION PLAN

2012: INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	This submission is the final filing	Yes
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: INNOVATIVE BUSINESS ADVISORS PENSION PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	Yes
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INNOVATIVE BUSINESS ADVISORS
Employer identification number (EIN):	201567082
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services