401k Plan data: IPS 401(K) PROFIT SHARING PLAN plan

IPS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	IPS 401(K) PROFIT SHARING PLAN
Plan identification number	001

IPS 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IRA PLUS SOUTHWEST, LLC has sponsored the creation of one or more 401k plans.

Company Name: IRA PLUS SOUTHWEST, LLC

Employer identification number (EIN): 202247651

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

Additional information about IRA PLUS SOUTHWEST, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2004-12-06

Company Identification Number: 0800421891

Legal Registered Office Address: PO BOX 802048

DALLAS
United States of America (USA)
75380

More information about IRA PLUS SOUTHWEST, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IPS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 STEPHEN PAULEY STEPHEN PAULEY 2018-06-12
001 2016-01-01 STEPHEN PAULEY STEPHEN PAULEY 2017-10-11
001 2015-01-01 STEPHEN R. PAULEY
001 2014-01-01 STEPHEN R. PAULEY
001 2014-01-01 STEPHEN R. PAULEY
001 2013-01-01 STEPHEN R. PAULEY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	STEPHEN PAULEY	STEPHEN PAULEY	2018-06-12
001	2016-01-01	STEPHEN PAULEY	STEPHEN PAULEY	2017-10-11
001	2015-01-01	STEPHEN R. PAULEY
001	2014-01-01	STEPHEN R. PAULEY
001	2014-01-01	STEPHEN R. PAULEY
001	2013-01-01	STEPHEN R. PAULEY

Plan Statistics for IPS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for IPS 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: IPS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: IPS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: IPS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: IPS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: IPS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2017: IPS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: IPS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: IPS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: IPS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: IPS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on IPS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : IPS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$179,593
Expenses. Total of all expenses incurred	2017-12-31	$3
Total plan assets at end of year	2017-12-31	$1,358,970
Total plan assets at beginning of year	2017-12-31	$1,179,380
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$25,649
Assets. Value of loans (other than to participants)	2017-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$3
Other income received	2017-12-31	$17,514
Net income (gross income less expenses)	2017-12-31	$179,590
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,358,970
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,179,380
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$1,251
Total contributions received or receivable from employer(s)	2017-12-31	$136,430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : IPS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$125,753
Expenses. Total of all expenses incurred	2016-12-31	$5,328
Benefits paid (including direct rollovers)	2016-12-31	$5,328
Total plan assets at end of year	2016-12-31	$1,179,380
Total plan assets at beginning of year	2016-12-31	$1,058,955
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$29,999
Other income received	2016-12-31	$-36,968
Net income (gross income less expenses)	2016-12-31	$120,425
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,179,380
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,058,955
Assets. Value of participant loans	2016-12-31	$4,186
Total contributions received or receivable from employer(s)	2016-12-31	$132,722
2015 : IPS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$152,814
Expenses. Total of all expenses incurred	2015-12-31	$14,454
Benefits paid (including direct rollovers)	2015-12-31	$14,454
Total plan assets at end of year	2015-12-31	$1,058,955
Total plan assets at beginning of year	2015-12-31	$920,595
Value of fidelity bond covering the plan	2015-12-31	$220,000
Total contributions received or receivable from participants	2015-12-31	$6,370
Other income received	2015-12-31	$-4,019
Net income (gross income less expenses)	2015-12-31	$138,360
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,058,955
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$920,595
Assets. Value of participant loans	2015-12-31	$7,780
Total contributions received or receivable from employer(s)	2015-12-31	$150,463
2014 : IPS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$157,911
Expenses. Total of all expenses incurred	2014-12-31	$19,959
Benefits paid (including direct rollovers)	2014-12-31	$19,959
Total plan assets at end of year	2014-12-31	$919,230
Total plan assets at beginning of year	2014-12-31	$781,278
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$5,020
Assets. Value of loans (other than to participants)	2014-12-31	$84,493
Other income received	2014-12-31	$10,587
Net income (gross income less expenses)	2014-12-31	$137,952
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$919,230
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$781,278
Assets. Value of participant loans	2014-12-31	$14,912
Total contributions received or receivable from employer(s)	2014-12-31	$142,304
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : IPS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$144,277
Total plan assets at end of year	2013-12-31	$781,278
Total plan assets at beginning of year	2013-12-31	$637,001
Value of fidelity bond covering the plan	2013-12-31	$140,000
Total contributions received or receivable from participants	2013-12-31	$4,583
Assets. Value of loans (other than to participants)	2013-12-31	$81,130
Other income received	2013-12-31	$5,960
Net income (gross income less expenses)	2013-12-31	$144,277
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$781,278
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$637,001
Assets. Value of participant loans	2013-12-31	$30,289
Total contributions received or receivable from employer(s)	2013-12-31	$133,734

Form 5500 Responses for IPS 401(K) PROFIT SHARING PLAN

2017: IPS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IPS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IPS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IPS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IPS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	IRA PLUS SOUTHWEST, LLC
Employer identification number (EIN):	202247651
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2004-12-06
Company Identification Number:	0800421891
Legal Registered Office Address:	PO BOX 802048 DALLAS United States of America (USA) 75380