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I SQUARED, INC. 401(K) PLAN 401k Plan overview

Plan NameI SQUARED, INC. 401(K) PLAN
Plan identification number 001

I SQUARED, INC. 401(K) 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

I SQUARED, INC. has sponsored the creation of one or more 401k plans.

Company Name:I SQUARED, INC.
Employer identification number (EIN):770443839
NAIC Classification:425120
NAIC Description:Wholesale Trade Agents and Brokers

Additional information about I SQUARED, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2003-10-17
Company Identification Number: P03000115939
Legal Registered Office Address: 1800 W. HIBISCUS BLVD., SUITE 138

MELBOURNE

32901

More information about I SQUARED, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I SQUARED, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PLAN SPONSOR2024-05-29
0012022-01-01PLAN SPONSOR2023-07-24
0012021-01-01PLAN SPONSOR2022-05-19
0012020-01-01PLAN SPONSOR2021-10-08
0012019-01-01PLAN SPONSOR2020-07-30
0012018-01-01PLAN SPONSOR2019-06-25
0012017-01-01PLAN SPONSOR2018-07-31
0012016-01-01PEGGY SCHMIDT
0012015-01-01PEGGY SCHMIDT
0012014-01-01PEGGY SCHMIDT
0012013-01-01PEGGY SCHMIDT
0012012-01-01PEGGY SCHMIDT
0012011-01-01PEGGY SCHMIDT
0012009-01-01PEGGY SCHMIDT

Plan Statistics for I SQUARED, INC. 401(K) PLAN

401k plan membership statisitcs for I SQUARED, INC. 401(K) PLAN

Measure Date Value
2016: I SQUARED, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0125
Total number of active participants reported on line 7a of the Form 55002016-01-0120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0126
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: I SQUARED, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0126
Total number of active participants reported on line 7a of the Form 55002015-01-0119
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0125
Number of participants with account balances2015-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: I SQUARED, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0128
Total number of active participants reported on line 7a of the Form 55002014-01-0122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0126
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: I SQUARED, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0128
Number of participants with account balances2013-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: I SQUARED, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0131
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: I SQUARED, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0130
Total number of active participants reported on line 7a of the Form 55002011-01-0125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0131
Number of participants with account balances2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: I SQUARED, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0127
Number of participants with account balances2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on I SQUARED, INC. 401(K) PLAN

Measure Date Value
2016 : I SQUARED, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$483,793
Expenses. Total of all expenses incurred2016-12-31$727,629
Benefits paid (including direct rollovers)2016-12-31$720,887
Total plan assets at end of year2016-12-31$4,082,967
Total plan assets at beginning of year2016-12-31$4,326,803
Value of fidelity bond covering the plan2016-12-31$450,000
Total contributions received or receivable from participants2016-12-31$205,536
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$271,791
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-243,836
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,082,967
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,326,803
Assets. Value of participant loans2016-12-31$103,297
Total contributions received or receivable from employer(s)2016-12-31$6,466
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$5,517
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,225
2015 : I SQUARED, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$161,081
Expenses. Total of all expenses incurred2015-12-31$200
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$4,326,803
Total plan assets at beginning of year2015-12-31$4,165,922
Value of fidelity bond covering the plan2015-12-31$450,000
Total contributions received or receivable from participants2015-12-31$198,619
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$28,607
Other income received2015-12-31$-71,031
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$160,881
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,326,803
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,165,922
Assets. Value of participant loans2015-12-31$91,308
Total contributions received or receivable from employer(s)2015-12-31$4,886
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$200
2014 : I SQUARED, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$432,808
Expenses. Total of all expenses incurred2014-12-31$26,090
Benefits paid (including direct rollovers)2014-12-31$25,622
Total plan assets at end of year2014-12-31$4,165,922
Total plan assets at beginning of year2014-12-31$3,759,204
Value of fidelity bond covering the plan2014-12-31$450,000
Total contributions received or receivable from participants2014-12-31$200,447
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$228,055
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$406,718
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,165,922
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,759,204
Assets. Value of participant loans2014-12-31$100,485
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$4,306
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$468
2013 : I SQUARED, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,159,680
Expenses. Total of all expenses incurred2013-12-31$850,114
Benefits paid (including direct rollovers)2013-12-31$849,739
Total plan assets at end of year2013-12-31$3,759,204
Total plan assets at beginning of year2013-12-31$3,449,638
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$260,203
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$890,743
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$309,566
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,759,204
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,449,638
Assets. Value of participant loans2013-12-31$66,883
Total contributions received or receivable from employer(s)2013-12-31$8,734
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$375
2012 : I SQUARED, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$603,366
Expenses. Total of all expenses incurred2012-12-31$140,474
Benefits paid (including direct rollovers)2012-12-31$140,374
Total plan assets at end of year2012-12-31$3,449,638
Total plan assets at beginning of year2012-12-31$2,986,746
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$224,045
Other income received2012-12-31$371,322
Net income (gross income less expenses)2012-12-31$462,892
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,449,638
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,986,746
Assets. Value of participant loans2012-12-31$26,023
Total contributions received or receivable from employer(s)2012-12-31$7,999
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : I SQUARED, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$223,523
Expenses. Total of all expenses incurred2011-12-31$158,189
Benefits paid (including direct rollovers)2011-12-31$151,469
Total plan assets at end of year2011-12-31$2,986,746
Total plan assets at beginning of year2011-12-31$2,921,412
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$249,804
Other income received2011-12-31$-33,811
Net income (gross income less expenses)2011-12-31$65,334
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,986,746
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,921,412
Assets. Value of participant loans2011-12-31$34,770
Total contributions received or receivable from employer(s)2011-12-31$7,530
Value of certain deemed distributions of participant loans2011-12-31$6,520
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : I SQUARED, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$648,367
Expenses. Total of all expenses incurred2010-12-31$24,371
Benefits paid (including direct rollovers)2010-12-31$24,271
Total plan assets at end of year2010-12-31$2,921,412
Total plan assets at beginning of year2010-12-31$2,297,416
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$264,513
Other income received2010-12-31$377,313
Net income (gross income less expenses)2010-12-31$623,996
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,921,412
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,297,416
Assets. Value of participant loans2010-12-31$34,625
Total contributions received or receivable from employer(s)2010-12-31$6,541
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for I SQUARED, INC. 401(K) PLAN

2016: I SQUARED, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I SQUARED, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I SQUARED, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I SQUARED, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I SQUARED, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I SQUARED, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: I SQUARED, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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