401k Plan data: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN plan

INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

INSTITUTE OF READING DEVELOPMENT, INC. 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
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

INSTITUTE OF READING DEVELOPMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: INSTITUTE OF READING DEVELOPMENT, INC.

Employer identification number (EIN): 680203784

NAIC Classification: 611000

Additional information about INSTITUTE OF READING DEVELOPMENT, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1997-02-06

Company Identification Number: 0011375306

Legal Registered Office Address: 5 COMMERCIAL BLVD STE 200

NOVATO
United States of America (USA)
94949

More information about INSTITUTE OF READING DEVELOPMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NICK RICE 2024-07-18
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JOSHUA KIZNER
001 2017-01-01 JOSHUA KIZNER PAUL COPPERMAN 2018-07-25
001 2016-01-01 JOSHUA KIZNER
001 2015-01-01 JOSHUA KIZNER 2016-06-24 PAUL COPPERMAN 2016-06-24
001 2014-01-01 DAVID SOLOWAY 2015-07-07 JOSHUA KIZNER 2015-07-07
001 2013-01-01 JOSHUA KIZNER 2014-07-31 DAVID SOLOWAY 2014-07-31
001 2012-01-01 JOSHUA KIZNER 2013-09-20 DAVID SOLOWAY 2013-09-20
001 2011-01-01 DAVID SOLOWAY DAVID SOLOWAY 2012-09-12
001 2010-01-01 DAVID SOLOWAY DAVID SOLOWAY 2011-09-01
001 2009-01-01 DAVID SOLOWAY DAVID SOLOWAY 2010-08-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	NICK RICE	2024-07-18
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JOSHUA KIZNER
001	2017-01-01	JOSHUA KIZNER		PAUL COPPERMAN	2018-07-25
001	2016-01-01	JOSHUA KIZNER
001	2015-01-01	JOSHUA KIZNER	2016-06-24	PAUL COPPERMAN	2016-06-24
001	2014-01-01	DAVID SOLOWAY	2015-07-07	JOSHUA KIZNER	2015-07-07
001	2013-01-01	JOSHUA KIZNER	2014-07-31	DAVID SOLOWAY	2014-07-31
001	2012-01-01	JOSHUA KIZNER	2013-09-20	DAVID SOLOWAY	2013-09-20
001	2011-01-01	DAVID SOLOWAY		DAVID SOLOWAY	2012-09-12
001	2010-01-01	DAVID SOLOWAY		DAVID SOLOWAY	2011-09-01
001	2009-01-01	DAVID SOLOWAY		DAVID SOLOWAY	2010-08-04

Plan Statistics for INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 68
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 12
Total of all active and inactive participants 2022-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 81
Number of participants with account balances 2022-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 74
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 87
Number of participants with account balances 2021-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 53
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 66
Number of participants with account balances 2020-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 88
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 100
Number of participants with account balances 2019-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 75
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 89
Number of participants with account balances 2018-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 53
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 16
Total of all active and inactive participants 2017-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 70
Number of participants with account balances 2017-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 56
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 9
Total of all active and inactive participants 2016-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 66
Number of participants with account balances 2016-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2011: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 59
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 81
Number of participants with account balances 2011-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 54
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 29
Total of all active and inactive participants 2010-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 83
Number of participants with account balances 2010-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 42
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 39
Total of all active and inactive participants 2009-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 81
Number of participants with account balances 2009-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	68
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	12
Total of all active and inactive participants	2022-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	81
Number of participants with account balances	2022-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	74
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	87
Number of participants with account balances	2021-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	53
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	66
Number of participants with account balances	2020-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	88
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	100
Number of participants with account balances	2019-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	75
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	89
Number of participants with account balances	2018-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	53
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	16
Total of all active and inactive participants	2017-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	70
Number of participants with account balances	2017-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	56
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	9
Total of all active and inactive participants	2016-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	66
Number of participants with account balances	2016-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2011: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	59
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	81
Number of participants with account balances	2011-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	54
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	29
Total of all active and inactive participants	2010-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	83
Number of participants with account balances	2010-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	42
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	39
Total of all active and inactive participants	2009-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	81
Number of participants with account balances	2009-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,208,892
Expenses. Total of all expenses incurred	2022-12-31	$529,114
Benefits paid (including direct rollovers)	2022-12-31	$514,678
Total plan assets at end of year	2022-12-31	$4,556,727
Total plan assets at beginning of year	2022-12-31	$6,294,733
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$55,071
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,263,963
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,738,006
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,556,727
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,294,733
Assets. Value of participant loans	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$14,436
2021 : INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$952,219
Expenses. Total of all expenses incurred	2021-12-31	$17,555
Benefits paid (including direct rollovers)	2021-12-31	$4,950
Total plan assets at end of year	2021-12-31	$6,294,733
Total plan assets at beginning of year	2021-12-31	$5,360,069
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$63,984
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$888,235
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$934,664
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,294,733
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,360,069
Assets. Value of participant loans	2021-12-31	$19,723
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$12,605
2020 : INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$983,801
Expenses. Total of all expenses incurred	2020-12-31	$1,499,890
Benefits paid (including direct rollovers)	2020-12-31	$1,499,309
Total plan assets at end of year	2020-12-31	$5,360,069
Total plan assets at beginning of year	2020-12-31	$5,876,158
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$75,091
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$908,710
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-516,089
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,360,069
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,876,158
Assets. Value of participant loans	2020-12-31	$18,009
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$581
2019 : INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,409,092
Expenses. Total of all expenses incurred	2019-12-31	$110,433
Benefits paid (including direct rollovers)	2019-12-31	$99,378
Total plan assets at end of year	2019-12-31	$5,876,158
Total plan assets at beginning of year	2019-12-31	$4,577,499
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$185,573
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,223,519
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,298,659
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,876,158
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,577,499
Assets. Value of participant loans	2019-12-31	$34,038
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$10,811
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$244
2018 : INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-96,625
Expenses. Total of all expenses incurred	2018-12-31	$135,409
Benefits paid (including direct rollovers)	2018-12-31	$122,968
Total plan assets at end of year	2018-12-31	$4,577,499
Total plan assets at beginning of year	2018-12-31	$4,809,533
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$208,743
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-305,368
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-232,034
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,577,499
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,809,533
Assets. Value of participant loans	2018-12-31	$51,134
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$12,441
2017 : INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,036,886
Expenses. Total of all expenses incurred	2017-12-31	$1,385,425
Benefits paid (including direct rollovers)	2017-12-31	$1,385,019
Total plan assets at end of year	2017-12-31	$4,809,533
Total plan assets at beginning of year	2017-12-31	$5,158,072
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$233,071
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$803,815
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-348,539
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,809,533
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,158,072
Assets. Value of participant loans	2017-12-31	$75,184
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$406
2016 : INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$780,075
Expenses. Total of all expenses incurred	2016-12-31	$7,762
Benefits paid (including direct rollovers)	2016-12-31	$6,551
Total plan assets at end of year	2016-12-31	$5,158,072
Total plan assets at beginning of year	2016-12-31	$4,385,759
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$178,643
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$375,789
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$772,313
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,158,072
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,385,759
Assets. Value of participant loans	2016-12-31	$39,093
Total contributions received or receivable from employer(s)	2016-12-31	$225,643
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,211
2011 : INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$263,788
Expenses. Total of all expenses incurred	2011-12-31	$274,372
Benefits paid (including direct rollovers)	2011-12-31	$261,163
Total plan assets at end of year	2011-12-31	$4,064,686
Total plan assets at beginning of year	2011-12-31	$4,075,270
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$175,363
Expenses. Other expenses not covered elsewhere	2011-12-31	$13,209
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$88,425
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-10,584
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,064,686
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,075,270
Assets. Value of participant loans	2011-12-31	$63,766
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$665,492
Expenses. Total of all expenses incurred	2010-12-31	$447,585
Benefits paid (including direct rollovers)	2010-12-31	$436,400
Total plan assets at end of year	2010-12-31	$4,075,270
Total plan assets at beginning of year	2010-12-31	$3,857,363
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$190,438
Expenses. Other expenses not covered elsewhere	2010-12-31	$11,185
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$475,054
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$217,907
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,075,270
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,857,363
Assets. Value of participant loans	2010-12-31	$111,021
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN

2022: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INSTITUTE OF READING DEVELOPMENT, INC. 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: INSTITUTE OF READING DEVELOPMENT, INC. 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
2011: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: INSTITUTE OF READING DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INSTITUTE OF READING DEVELOPMENT, INC.
Employer identification number (EIN):	680203784
NAIC Classification:	611000

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1997-02-06
Company Identification Number:	0011375306
Legal Registered Office Address:	5 COMMERCIAL BLVD STE 200 NOVATO United States of America (USA) 94949