401k Plan data: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN plan

INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN
Plan identification number	001

INSPECTION & VALUATION INTERNATIONAL, INC 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSPECTION & VALUATION INTL, INC. has sponsored the creation of one or more 401k plans.

Company Name: INSPECTION & VALUATION INTL, INC.

Employer identification number (EIN): 141557231

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 MARK DE STEFANIS
001 2015-01-01
001 2014-01-01 MARK DE STEFANIS
001 2013-01-01 MARIO DE STEFANIS
001 2012-01-01 MARIO DE STEFANIS
001 2011-01-01 MARIO DE STEFANIS
001 2009-01-01 MARIO DE STEFANIS

Plan Statistics for INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN

Measure Date Value
2015: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 157
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 29
Total of all active and inactive participants 2014-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 186
Number of participants with account balances 2014-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 122
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 23
Total of all active and inactive participants 2013-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 145
Number of participants with account balances 2013-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 105
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 18
Total of all active and inactive participants 2012-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 123
Number of participants with account balances 2012-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 93
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 18
Total of all active and inactive participants 2011-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 111
Number of participants with account balances 2011-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 77
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 32
Total of all active and inactive participants 2009-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 109
Number of participants with account balances 2009-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 13

Measure	Date	Value
2015: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	157
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	29
Total of all active and inactive participants	2014-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	186
Number of participants with account balances	2014-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	122
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	23
Total of all active and inactive participants	2013-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	145
Number of participants with account balances	2013-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	105
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	18
Total of all active and inactive participants	2012-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	123
Number of participants with account balances	2012-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	93
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	18
Total of all active and inactive participants	2011-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	111
Number of participants with account balances	2011-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	77
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	32
Total of all active and inactive participants	2009-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	109
Number of participants with account balances	2009-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	13

Financial Data on INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN

Measure	Date	Value
2015 : INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$109,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$285
Total income from all sources (including contributions)	2015-12-31	$379,070
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$12,343,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$12,341,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$12,073,954
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,630
Total interest from all sources	2015-12-31	$862
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$4,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$4,789
Administrative expenses professional fees incurred	2015-12-31	$550
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$222,071
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$34,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-11,964,280
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,073,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,893,778
Interest on participant loans	2015-12-31	$861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$706,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$706,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$373,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$216,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$12,341,720
Contract administrator fees	2015-12-31	$1,080
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$285
Did the plan have assets held for investment	2015-12-31	No
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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	O'CONNOR DAVIES LLP
Accountancy firm EIN	2015-12-31	271728945
2014 : INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,830,601
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,195,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,193,912
Value of total corrective distributions	2014-12-31	$285
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,225,126
Value of total assets at end of year	2014-12-31	$12,073,954
Value of total assets at beginning of year	2014-12-31	$11,438,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,044
Total interest from all sources	2014-12-31	$7,600
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$529,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$529,845
Administrative expenses professional fees incurred	2014-12-31	$1,044
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,007,446
Participant contributions at end of year	2014-12-31	$222,071
Participant contributions at beginning of year	2014-12-31	$198,915
Participant contributions at end of year	2014-12-31	$34,806
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$635,360
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,073,669
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,438,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,893,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,265,016
Interest on participant loans	2014-12-31	$7,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$706,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$796,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$796,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$68,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$216,744
Employer contributions (assets) at end of year	2014-12-31	$216,744
Employer contributions (assets) at beginning of year	2014-12-31	$177,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,193,912
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$285
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	O'CONNOR DAVIES LLP
Accountancy firm EIN	2014-12-31	271728945
2013 : INSPECTION & VALUATION INTERNATIONAL, INC 401(K) 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	$11,173
Total income from all sources (including contributions)	2013-12-31	$2,758,994
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$449,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$448,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,000,697
Value of total assets at end of year	2013-12-31	$11,438,309
Value of total assets at beginning of year	2013-12-31	$9,139,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,055
Total interest from all sources	2013-12-31	$6,779
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$309,682
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	$309,682
Administrative expenses professional fees incurred	2013-12-31	$1,055
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$823,260
Participant contributions at end of year	2013-12-31	$198,915
Participant contributions at beginning of year	2013-12-31	$178,786
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	$2,309,603
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,438,309
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,128,706
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	$10,265,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,998,839
Interest on participant loans	2013-12-31	$6,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$796,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$808,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$808,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,441,836
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	$177,437
Employer contributions (assets) at end of year	2013-12-31	$177,437
Employer contributions (assets) at beginning of year	2013-12-31	$153,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$448,336
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$11,173
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	O'CONNOR DAVIES LLP
Accountancy firm EIN	2013-12-31	271728945
2012 : INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$11,173
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	$1,955,588
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$209,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$197,660
Value of total corrective distributions	2012-12-31	$11,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$884,643
Value of total assets at end of year	2012-12-31	$9,139,879
Value of total assets at beginning of year	2012-12-31	$7,382,936
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$985
Total interest from all sources	2012-12-31	$8,211
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$213,162
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	$213,162
Administrative expenses professional fees incurred	2012-12-31	$985
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$731,051
Participant contributions at end of year	2012-12-31	$178,786
Participant contributions at beginning of year	2012-12-31	$163,328
Participant contributions at beginning of year	2012-12-31	$19,151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$2,534
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	$1,745,770
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,128,706
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,382,936
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	$7,998,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,781,514
Interest on participant loans	2012-12-31	$8,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$808,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$275,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$275,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$849,572
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
Contributions received in cash from employer	2012-12-31	$153,592
Employer contributions (assets) at end of year	2012-12-31	$153,592
Employer contributions (assets) at beginning of year	2012-12-31	$140,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$197,660
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$11,173
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	O'CONNOR DAVIES LLP
Accountancy firm EIN	2012-12-31	271728945
2011 : INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$604,539
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$718,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$717,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$815,641
Value of total assets at end of year	2011-12-31	$7,382,936
Value of total assets at beginning of year	2011-12-31	$7,496,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,221
Total interest from all sources	2011-12-31	$9,573
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$175,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$175,835
Administrative expenses professional fees incurred	2011-12-31	$1,220
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$675,022
Participant contributions at end of year	2011-12-31	$163,328
Participant contributions at beginning of year	2011-12-31	$170,167
Participant contributions at end of year	2011-12-31	$19,151
Participant contributions at beginning of year	2011-12-31	$20,536
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$2,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-113,968
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,382,936
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,496,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$1
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,781,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,734,450
Interest on participant loans	2011-12-31	$9,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$275,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$446,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$446,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-396,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$140,619
Employer contributions (assets) at end of year	2011-12-31	$140,619
Employer contributions (assets) at beginning of year	2011-12-31	$122,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$717,286
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	O'CONNOR DAVIES, LLP
Accountancy firm EIN	2011-12-31	271728945
2010 : INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,609,600
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$246,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$245,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$769,923
Value of total assets at end of year	2010-12-31	$7,496,904
Value of total assets at beginning of year	2010-12-31	$6,133,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$478
Total interest from all sources	2010-12-31	$10,558
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$528,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$528,285
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$639,809
Participant contributions at end of year	2010-12-31	$170,167
Participant contributions at beginning of year	2010-12-31	$138,626
Participant contributions at end of year	2010-12-31	$20,536
Participant contributions at beginning of year	2010-12-31	$18,299
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$7,948
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2,782
Other income not declared elsewhere	2010-12-31	$2,416
Total non interest bearing cash at beginning of year	2010-12-31	$7,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,363,341
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,496,904
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,133,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,734,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,969,361
Interest on participant loans	2010-12-31	$10,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$446,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$298,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$122,166
Employer contributions (assets) at end of year	2010-12-31	$122,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$245,781
Contract administrator fees	2010-12-31	$478
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	OCONNOR,DAVIS,MUNNS & DOBBINS, LLP
Accountancy firm EIN	2010-12-31	133385019

Form 5500 Responses for INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN

2015: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 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: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) 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: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT PLAN 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: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT 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
2009: INSPECTION & VALUATION INTERNATIONAL, INC 401(K) RETIREMENT 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

82325

Policy instance

Insurance contract or identification number	82325
Number of Individuals Covered	101
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $7,350
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $7,350
Insurance broker organization code?	3
Insurance broker name	G MURRAY-MERRILL LYNCH LIFE AGY

Potentially related plans

INSPECTION & TESTING, LLC 401(K) PLAN [EIN = 461763235]

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Company Name:	INSPECTION & VALUATION INTL, INC.
Employer identification number (EIN):	141557231
NAIC Classification:	541310
NAIC Description:	Architectural Services

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	MARK DE STEFANIS
001	2015-01-01
001	2014-01-01	MARK DE STEFANIS
001	2013-01-01	MARIO DE STEFANIS
001	2012-01-01	MARIO DE STEFANIS
001	2011-01-01	MARIO DE STEFANIS
001	2009-01-01	MARIO DE STEFANIS