401k Plan data: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST plan

THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE INSTITUTE FOR PERCEPTION, LTD has sponsored the creation of one or more 401k plans.

Company Name: THE INSTITUTE FOR PERCEPTION, LTD

Employer identification number (EIN): 731667665

NAIC Classification: 541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DANIEL ENNIS 2024-07-17 DANIEL ENNIS 2024-07-17
001 2022-01-01 DANIEL ENNIS 2023-07-10 DANIEL ENNIS 2023-07-10
001 2021-01-01 DANIEL ENNIS 2022-07-07 DANIEL ENNIS 2022-07-07
001 2020-01-01 DANIEL ENNIS 2021-07-12
001 2019-01-01 DANIEL ENNIS 2020-05-14
001 2018-01-01 DANIEL ENNIS 2019-06-25 DANIEL M ENNIS 2019-06-25
001 2017-01-01 DANIEL ENNIS 2018-07-12 DANIEL M ENNIS 2018-07-12
001 2016-01-01 DANIEL ENNIS 2017-05-17 DANIEL M ENNIS 2017-05-17
001 2015-01-01 DANIEL ENNIS 2016-07-21
001 2014-01-01 DANIEL ENNIS
001 2013-01-01 DANIEL ENNIS
001 2012-01-01 DR. DANIEL M. ENNIS
001 2011-01-01 DANIEL ENNIS
001 2009-01-01 DANIEL ENNIS DANIEL ENNIS 2010-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DANIEL ENNIS	2024-07-17	DANIEL ENNIS	2024-07-17
001	2022-01-01	DANIEL ENNIS	2023-07-10	DANIEL ENNIS	2023-07-10
001	2021-01-01	DANIEL ENNIS	2022-07-07	DANIEL ENNIS	2022-07-07
001	2020-01-01	DANIEL ENNIS	2021-07-12
001	2019-01-01	DANIEL ENNIS	2020-05-14
001	2018-01-01	DANIEL ENNIS	2019-06-25	DANIEL M ENNIS	2019-06-25
001	2017-01-01	DANIEL ENNIS	2018-07-12	DANIEL M ENNIS	2018-07-12
001	2016-01-01	DANIEL ENNIS	2017-05-17	DANIEL M ENNIS	2017-05-17
001	2015-01-01	DANIEL ENNIS	2016-07-21
001	2014-01-01	DANIEL ENNIS
001	2013-01-01	DANIEL ENNIS
001	2012-01-01	DR. DANIEL M. ENNIS
001	2011-01-01	DANIEL ENNIS
001	2009-01-01	DANIEL ENNIS		DANIEL ENNIS	2010-07-21

Plan Statistics for THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2014: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2014 : THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$240,332
Expenses. Total of all expenses incurred	2014-12-31	$7,070
Total plan assets at end of year	2014-12-31	$1,982,546
Total plan assets at beginning of year	2014-12-31	$1,749,284
Total contributions received or receivable from participants	2014-12-31	$59,018
Other income received	2014-12-31	$145,295
Net income (gross income less expenses)	2014-12-31	$233,262
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,982,546
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,749,284
Assets. Value of participant loans	2014-12-31	$14,867
Total contributions received or receivable from employer(s)	2014-12-31	$36,019
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,070
2013 : THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$243,968
Expenses. Total of all expenses incurred	2013-12-31	$69,971
Benefits paid (including direct rollovers)	2013-12-31	$63,158
Total plan assets at end of year	2013-12-31	$1,749,284
Total plan assets at beginning of year	2013-12-31	$1,575,287
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$50,139
Other income received	2013-12-31	$173,804
Net income (gross income less expenses)	2013-12-31	$173,997
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,749,284
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,575,287
Assets. Value of participant loans	2013-12-31	$29,822
Total contributions received or receivable from employer(s)	2013-12-31	$20,025
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,813
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$156,927
Expenses. Total of all expenses incurred	2012-12-31	$91,834
Benefits paid (including direct rollovers)	2012-12-31	$84,211
Total plan assets at end of year	2012-12-31	$1,575,287
Total plan assets at beginning of year	2012-12-31	$1,510,194
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$47,668
Other income received	2012-12-31	$93,040
Net income (gross income less expenses)	2012-12-31	$65,093
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,575,287
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,510,194
Assets. Value of participant loans	2012-12-31	$42,892
Total contributions received or receivable from employer(s)	2012-12-31	$16,219
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,623
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$57,494
Expenses. Total of all expenses incurred	2011-12-31	$10,287
Benefits paid (including direct rollovers)	2011-12-31	$3,433
Total plan assets at end of year	2011-12-31	$1,510,194
Total plan assets at beginning of year	2011-12-31	$1,462,987
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$43,207
Other income received	2011-12-31	$-1,520
Net income (gross income less expenses)	2011-12-31	$47,207
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,510,194
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,462,987
Assets. Value of participant loans	2011-12-31	$15,481
Total contributions received or receivable from employer(s)	2011-12-31	$15,807
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,854
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$76,548
Expenses. Total of all expenses incurred	2010-12-31	$65,217
Benefits paid (including direct rollovers)	2010-12-31	$55,116
Total plan assets at end of year	2010-12-31	$1,462,987
Total plan assets at beginning of year	2010-12-31	$1,451,656
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$48,416
Other income received	2010-12-31	$4,143
Net income (gross income less expenses)	2010-12-31	$11,331
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,462,987
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,451,656
Assets. Value of participant loans	2010-12-31	$25,738
Total contributions received or receivable from employer(s)	2010-12-31	$23,989
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,101

Form 5500 Responses for THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST

2014: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE INSTITUTE FOR PERCEPTION LTD 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

G-16836-00

Policy instance

Insurance contract or identification number	G-16836-00
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-01-31

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

G-16836-00

Policy instance

Insurance contract or identification number	G-16836-00
Number of Individuals Covered	6
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $10,101
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,276
Insurance broker organization code?	1
Insurance broker name	GREGG & BAILEY P.C.

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Company Name:	THE INSTITUTE FOR PERCEPTION, LTD
Employer identification number (EIN):	731667665
NAIC Classification:	541700