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INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 401k Plan overview

Plan NameINTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN
Plan identification number 001

INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K 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

INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS
Employer identification number (EIN):621327398
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AJAY KALOTRA2018-10-11
0012016-01-01AJAY KALOTRA2017-10-13
0012015-01-01AJAY KALOTRA2016-09-08
0012014-01-01AJAY KALOTRA2015-09-25
0012013-01-01AJAY KALOTRA2014-09-30
0012012-01-01AJAY KALOTRA2013-10-05
0012011-01-01AJAY KALOTRA2012-09-26
0012010-01-01AJAY KALOTRA2011-09-15

Plan Statistics for INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN

401k plan membership statisitcs for INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN

Measure Date Value
2023: INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01149
Total number of active participants reported on line 7a of the Form 55002023-01-0184
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-0155
Total of all active and inactive participants2023-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01143
Number of participants with account balances2023-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0116
2022: INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01163
Total number of active participants reported on line 7a of the Form 55002022-01-0183
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01145
Number of participants with account balances2022-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01151
Total number of active participants reported on line 7a of the Form 55002021-01-0185
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01162
Number of participants with account balances2021-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01149
Total number of active participants reported on line 7a of the Form 55002020-01-0195
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01149
Number of participants with account balances2020-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-0195
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01145
Number of participants with account balances2019-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
2018: INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01128
Total number of active participants reported on line 7a of the Form 55002018-01-0196
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01129
Number of participants with account balances2018-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014

Financial Data on INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN

Measure Date Value
2023 : INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,687,486
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,770,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,725,852
Value of total corrective distributions2023-12-31$13,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$782,895
Value of total assets at end of year2023-12-31$6,015,518
Value of total assets at beginning of year2023-12-31$6,098,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$31,244
Total interest from all sources2023-12-31$3,410
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$17,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$17,783
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$566,791
Participant contributions at end of year2023-12-31$33,244
Participant contributions at beginning of year2023-12-31$0
Participant contributions at end of year2023-12-31$-87
Participant contributions at beginning of year2023-12-31$96
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$60,073
Other income not declared elsewhere2023-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-83,204
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,015,518
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,098,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$465,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$511,986
Value of interest in pooled separate accounts at end of year2023-12-31$622,329
Value of interest in pooled separate accounts at beginning of year2023-12-31$450,975
Interest on participant loans2023-12-31$725
Interest earned on other investments2023-12-31$2,685
Value of interest in common/collective trusts at end of year2023-12-31$4,751,403
Value of interest in common/collective trusts at beginning of year2023-12-31$4,969,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$145,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$164,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$58,017
Net investment gain/loss from pooled separate accounts2023-12-31$101,729
Net investment gain or loss from common/collective trusts2023-12-31$723,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$156,031
Employer contributions (assets) at end of year2023-12-31$-1,701
Employer contributions (assets) at beginning of year2023-12-31$884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,725,852
Contract administrator fees2023-12-31$31,244
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31MARCUM LLP
Accountancy firm EIN2023-12-31521645753
2022 : INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-413,768
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$906,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$855,030
Value of total corrective distributions2022-12-31$15,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$805,984
Value of total assets at end of year2022-12-31$6,098,722
Value of total assets at beginning of year2022-12-31$7,419,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,707
Total interest from all sources2022-12-31$2,709
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$17,395
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$17,395
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$599,467
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$45,333
Participant contributions at end of year2022-12-31$96
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,320,337
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,098,722
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,419,059
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$511,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$569,557
Value of interest in pooled separate accounts at end of year2022-12-31$450,975
Value of interest in pooled separate accounts at beginning of year2022-12-31$594,459
Interest on participant loans2022-12-31$1,075
Interest earned on other investments2022-12-31$1,634
Value of interest in common/collective trusts at end of year2022-12-31$4,969,800
Value of interest in common/collective trusts at beginning of year2022-12-31$6,188,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$164,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-102,409
Net investment gain/loss from pooled separate accounts2022-12-31$-109,579
Net investment gain or loss from common/collective trusts2022-12-31$-1,027,868
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$188,535
Employer contributions (assets) at end of year2022-12-31$884
Employer contributions (assets) at beginning of year2022-12-31$808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$855,030
Contract administrator fees2022-12-31$35,707
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SKMB, PA
Accountancy firm EIN2022-12-31521645753
2021 : INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,023,627
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,911,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,872,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$981,811
Value of total assets at end of year2021-12-31$7,419,059
Value of total assets at beginning of year2021-12-31$7,307,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,956
Total interest from all sources2021-12-31$2,150
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,392
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$11,392
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$709,626
Participant contributions at end of year2021-12-31$45,333
Participant contributions at beginning of year2021-12-31$32,003
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$2,949
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$61,416
Other income not declared elsewhere2021-12-31$7
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$111,797
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,419,059
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,307,262
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$569,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$492,092
Value of interest in pooled separate accounts at end of year2021-12-31$594,459
Value of interest in pooled separate accounts at beginning of year2021-12-31$425,516
Interest on participant loans2021-12-31$1,696
Interest earned on other investments2021-12-31$454
Value of interest in common/collective trusts at end of year2021-12-31$6,188,002
Value of interest in common/collective trusts at beginning of year2021-12-31$6,293,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$59,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$65,090
Net investment gain/loss from pooled separate accounts2021-12-31$99,892
Net investment gain or loss from common/collective trusts2021-12-31$863,285
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$210,769
Employer contributions (assets) at end of year2021-12-31$808
Employer contributions (assets) at beginning of year2021-12-31$1,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,872,874
Contract administrator fees2021-12-31$38,956
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SKMB, PA
Accountancy firm EIN2021-12-31521645753
2020 : INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,912,859
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$548,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$518,638
Value of total corrective distributions2020-12-31$1,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,210,942
Value of total assets at end of year2020-12-31$7,307,262
Value of total assets at beginning of year2020-12-31$5,942,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,341
Total interest from all sources2020-12-31$6,134
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,158
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$8,158
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$826,329
Participant contributions at end of year2020-12-31$32,003
Participant contributions at beginning of year2020-12-31$76,045
Participant contributions at end of year2020-12-31$2,949
Participant contributions at beginning of year2020-12-31$1,535
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$132,702
Other income not declared elsewhere2020-12-31$-181
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
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$1,364,679
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,307,262
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,942,583
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$492,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$490,981
Value of interest in pooled separate accounts at end of year2020-12-31$425,516
Value of interest in pooled separate accounts at beginning of year2020-12-31$470,959
Interest on participant loans2020-12-31$3,855
Interest earned on other investments2020-12-31$2,279
Value of interest in common/collective trusts at end of year2020-12-31$6,293,641
Value of interest in common/collective trusts at beginning of year2020-12-31$4,843,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$59,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$73,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-9,300
Net investment gain/loss from pooled separate accounts2020-12-31$-119,101
Net investment gain or loss from common/collective trusts2020-12-31$816,207
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$251,911
Employer contributions (assets) at end of year2020-12-31$1,455
Employer contributions (assets) at beginning of year2020-12-31$-13,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$518,638
Contract administrator fees2020-12-31$28,341
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 name2020-12-31SKMB, PA
Accountancy firm EIN2020-12-31521645753
2019 : INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,519,585
Total income from all sources (including contributions)2019-12-31$2,519,585
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$569,302
Total of all expenses incurred2019-12-31$569,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$542,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$542,565
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$1,331
Value of total corrective distributions2019-12-31$1,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,586,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,586,010
Value of total assets at end of year2019-12-31$5,942,583
Value of total assets at end of year2019-12-31$5,942,583
Value of total assets at beginning of year2019-12-31$3,992,300
Value of total assets at beginning of year2019-12-31$3,992,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,406
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$5,382
Total interest from all sources2019-12-31$5,382
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,400
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,400
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,400
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$399,230
Value of fidelity bond cover2019-12-31$399,230
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$765,438
Contributions received from participants2019-12-31$765,438
Participant contributions at end of year2019-12-31$76,045
Participant contributions at end of year2019-12-31$76,045
Participant contributions at beginning of year2019-12-31$70,227
Participant contributions at beginning of year2019-12-31$70,227
Participant contributions at end of year2019-12-31$1,535
Participant contributions at end of year2019-12-31$1,535
Participant contributions at beginning of year2019-12-31$54,409
Participant contributions at beginning of year2019-12-31$54,409
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$576,429
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$576,429
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,950,283
Value of net income/loss2019-12-31$1,950,283
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,942,583
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,992,300
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,992,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$490,981
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$490,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$388,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$388,697
Value of interest in pooled separate accounts at end of year2019-12-31$470,959
Value of interest in pooled separate accounts at end of year2019-12-31$470,959
Value of interest in pooled separate accounts at beginning of year2019-12-31$384,753
Value of interest in pooled separate accounts at beginning of year2019-12-31$384,753
Interest on participant loans2019-12-31$4,331
Interest on participant loans2019-12-31$4,331
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$1,051
Interest earned on other investments2019-12-31$1,051
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$4,843,223
Value of interest in common/collective trusts at end of year2019-12-31$4,843,223
Value of interest in common/collective trusts at beginning of year2019-12-31$3,020,269
Value of interest in common/collective trusts at beginning of year2019-12-31$3,020,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$73,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$73,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$53,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$53,175
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$94,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$94,660
Net investment gain/loss from pooled separate accounts2019-12-31$102,995
Net investment gain/loss from pooled separate accounts2019-12-31$102,995
Net investment gain or loss from common/collective trusts2019-12-31$723,138
Net investment gain or loss from common/collective trusts2019-12-31$723,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$244,143
Contributions received in cash from employer2019-12-31$244,143
Employer contributions (assets) at end of year2019-12-31$-13,598
Employer contributions (assets) at end of year2019-12-31$-13,598
Employer contributions (assets) at beginning of year2019-12-31$20,770
Employer contributions (assets) at beginning of year2019-12-31$20,770
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$542,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$542,565
Contract administrator fees2019-12-31$25,406
Contract administrator fees2019-12-31$25,406
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SKMB, PA
Accountancy firm name2019-12-31SKMB, PA
Accountancy firm EIN2019-12-31521645753
Accountancy firm EIN2019-12-31521645753
2018 : INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$650,784
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,159,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,137,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,006,039
Value of total assets at end of year2018-12-31$3,992,300
Value of total assets at beginning of year2018-12-31$4,501,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,418
Total interest from all sources2018-12-31$4,118
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,812
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$450,102
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$681,197
Participant contributions at end of year2018-12-31$70,227
Participant contributions at beginning of year2018-12-31$79,702
Participant contributions at end of year2018-12-31$54,409
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$157,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-508,717
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,992,300
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,501,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$388,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,519
Value of interest in pooled separate accounts at end of year2018-12-31$384,753
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,651
Interest on participant loans2018-12-31$3,238
Interest earned on other investments2018-12-31$880
Value of interest in common/collective trusts at end of year2018-12-31$3,020,269
Value of interest in common/collective trusts at beginning of year2018-12-31$4,383,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$53,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-65,508
Net investment gain/loss from pooled separate accounts2018-12-31$-60,754
Net investment gain or loss from common/collective trusts2018-12-31$-241,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$166,936
Employer contributions (assets) at end of year2018-12-31$20,770
Employer contributions (assets) at beginning of year2018-12-31$3,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,137,083
Contract administrator fees2018-12-31$22,418
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SKMB, PA
Accountancy firm EIN2018-12-31521645753

Form 5500 Responses for INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN

2023: INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL BUSINESS & TECHNICAL CONSULTANTS, INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953, 465835
Policy instance 1
Insurance contract or identification number613953, 465835
Number of Individuals Covered151
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $334
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953, 465835
Policy instance 1
Insurance contract or identification number613953, 465835
Number of Individuals Covered152
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $295
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees295
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953, 465835
Policy instance 1
Insurance contract or identification number613953, 465835
Number of Individuals Covered163
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $269
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees269
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953, 465835
Policy instance 1
Insurance contract or identification number613953, 465835
Number of Individuals Covered155
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $169
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees169
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered149
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees28
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered115
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $112
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees112
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3

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