Plan Name | INTERNATIONAL STRATEGY AND INVESTMENT MEDICAL PLAN |
Plan identification number | 501 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | INTERNATIONAL STRATEGY & INVESTMENT GROUP, LLC |
Employer identification number (EIN): | 133599877 |
NAIC Classification: | 523120 |
NAIC Description: | Securities Brokerage |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
501 | 2009-09-01 | JUDY DEFAZIO | JUDY DEFAZIO | 2010-04-29 | |
501 | 2008-09-01 | JUDY DEFAZIO | JUDY DEFAZIO | 2010-04-29 |
Measure | Date | Value |
---|---|---|
2009: INTERNATIONAL STRATEGY AND INVESTMENT MEDICAL PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 133 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 4 |
Total of all active and inactive participants | 2009-09-01 | 137 |
2008: INTERNATIONAL STRATEGY AND INVESTMENT MEDICAL PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-09-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-09-01 | 128 |
Number of retired or separated participants receiving benefits | 2008-09-01 | 4 |
Total of all active and inactive participants | 2008-09-01 | 132 |
2009: INTERNATIONAL STRATEGY AND INVESTMENT MEDICAL PLAN 2009 form 5500 responses | ||
---|---|---|
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – Insurance | Yes |
2009-09-01 | Plan benefit arrangement – Insurance | Yes |
2008: INTERNATIONAL STRATEGY AND INVESTMENT MEDICAL PLAN 2008 form 5500 responses | ||
2008-09-01 | Type of plan entity | Single employer plan |
2008-09-01 | First time form 5500 has been submitted | Yes |
2008-09-01 | Submission has been amended | No |
2008-09-01 | This submission is the final filing | No |
2008-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-09-01 | Plan is a collectively bargained plan | No |
2008-09-01 | Plan funding arrangement – Insurance | Yes |
2008-09-01 | Plan benefit arrangement – Insurance | Yes |