401k Plan data: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN plan

ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN
Plan identification number	004

ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined 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

ICD-INTERNATIONAL CENTER FOR THE DISABLED has sponsored the creation of one or more 401k plans.

Company Name: ICD-INTERNATIONAL CENTER FOR THE DISABLED

Employer identification number (EIN): 135562990

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 ALEX LAI 2024-10-03
004 2022-01-01 ALEX LAI 2023-09-29
004 2021-01-01 ALEX LAI 2022-07-29
004 2020-01-01 JOSE VALDEZ 2021-07-26
004 2019-01-01 SUSAN SCHEER 2020-07-27
004 2018-01-01 SUSAN SCHEER 2019-07-26
004 2017-01-01 SUSAN SCHEER 2018-08-07
004 2016-01-01 ANDREA GOLDMAN 2017-09-28
004 2015-01-01 LES HALPERT 2016-08-18
004 2013-01-01 LES HALPERT
004 2012-09-01 LES HALPERT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01	ALEX LAI	2024-10-03
004	2022-01-01	ALEX LAI	2023-09-29
004	2021-01-01	ALEX LAI	2022-07-29
004	2020-01-01	JOSE VALDEZ	2021-07-26
004	2019-01-01	SUSAN SCHEER	2020-07-27
004	2018-01-01	SUSAN SCHEER	2019-07-26
004	2017-01-01	SUSAN SCHEER	2018-08-07
004	2016-01-01	ANDREA GOLDMAN	2017-09-28
004	2015-01-01	LES HALPERT	2016-08-18
004	2013-01-01	LES HALPERT
004	2012-09-01	LES HALPERT

Plan Statistics for ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2025: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-25 56
Total number of particpants at end of year 2025-07-25 37
Number of Participants With Account Balances 2025-07-25 33
2024: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-03 63
Total number of particpants at end of year 2024-10-03 55
Number of Participants With Account Balances 2024-10-03 41
2022: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-07-29 60
Total number of particpants at end of year 2022-07-29 56
Number of Participants With Account Balances 2022-07-29 48
2013: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 27
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 60
Total of all active and inactive participants 2013-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 87
Number of participants with account balances 2013-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 147
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 48
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 67
Total of all active and inactive participants 2012-09-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 1
Total participants 2012-09-01 116
Number of participants with account balances 2012-09-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 13

Measure	Date	Value
2025: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-25	56
Total number of particpants at end of year	2025-07-25	37
Number of Participants With Account Balances	2025-07-25	33
2024: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-03	63
Total number of particpants at end of year	2024-10-03	55
Number of Participants With Account Balances	2024-10-03	41
2022: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-07-29	60
Total number of particpants at end of year	2022-07-29	56
Number of Participants With Account Balances	2022-07-29	48
2013: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	27
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	60
Total of all active and inactive participants	2013-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	87
Number of participants with account balances	2013-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	147
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	48
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	67
Total of all active and inactive participants	2012-09-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	1
Total participants	2012-09-01	116
Number of participants with account balances	2012-09-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	13

Financial Data on ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2025 : ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-25	568371
Net assets as of the end of the plan year	2025-07-25	1498220
Total assets as of the beginning of the plan year	2025-07-25	1773536
Value of plan covered by a fidelity bond	2025-07-25	178000
Participant contributions to plan in this plan year	2025-07-25	38161
Value of participant loans at end of plan year	2025-07-25	22831
Other income to plan in this plan year	2025-07-25	219075
Plan net income in this plan year	2025-07-25	-275316
Net assets as of the end of the plan year	2025-07-25	1498220
Net assets as of the beginning of the plan year	2025-07-25	1773536
Employer contributions to plan in this plan year	2025-07-25	35819
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-25	3652
2024 : ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-03	148522
Net assets as of the end of the plan year	2024-10-03	1773536
Total assets as of the beginning of the plan year	2024-10-03	1575186
Value of plan covered by a fidelity bond	2024-10-03	158000
Participant contributions to plan in this plan year	2024-10-03	44870
Value of participant loans at end of plan year	2024-10-03	60986
Other income to plan in this plan year	2024-10-03	265281
Plan net income in this plan year	2024-10-03	198350
Net assets as of the end of the plan year	2024-10-03	1773536
Net assets as of the beginning of the plan year	2024-10-03	1575186
Employer contributions to plan in this plan year	2024-10-03	36721
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-03	3836
2022 : ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-29	149582
Net assets as of the end of the plan year	2022-07-29	1849661
Total assets as of the beginning of the plan year	2022-07-29	1514841
Value of plan covered by a fidelity bond	2022-07-29	152000
Participant contributions to plan in this plan year	2022-07-29	114149
Value of participant loans at end of plan year	2022-07-29	56923
Other contributions to plan in this plan year	2022-07-29	103130
Other income to plan in this plan year	2022-07-29	212949
Plan net income in this plan year	2022-07-29	334820
Net assets as of the end of the plan year	2022-07-29	1849661
Net assets as of the beginning of the plan year	2022-07-29	1514841
Employer contributions to plan in this plan year	2022-07-29	54174
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-29	4247
2013 : ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$444,849
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$455,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$447,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$226,312
Value of total assets at end of year	2013-12-31	$1,197,222
Value of total assets at beginning of year	2013-12-31	$1,207,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,838
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$34,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$34,102
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$121,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$84,302
Administrative expenses (other) incurred	2013-12-31	$7,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-10,514
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,197,222
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,207,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,148,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,141,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$48,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$66,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$66,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$184,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$142,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$447,525
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	JAMES CONNORS, EISNERAMPER
Accountancy firm EIN	2013-12-31	131639826
2012 : ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$673,831
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$580,788
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$46,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$46,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$535,839
Value of total assets at end of year	2012-12-31	$1,207,736
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$400
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$20,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$20,257
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$75,879
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$459,960
Administrative expenses (other) incurred	2012-12-31	$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$533,905
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,207,736
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,141,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$66,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$24,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$46,483
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No

Form 5500 Responses for ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN

2013: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 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: ICD EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	First time form 5500 has been submitted	Yes
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ICD-INTERNATIONAL CENTER FOR THE DISABLED
Employer identification number (EIN):	135562990
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers