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INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 401k Plan overview

Plan NameINSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN
Plan identification number 001

INSTEM LIFE SYSTEMS (N AMERICA) LTD 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSTEM LIFE SCIENCE SYSTEMS N AMERICA LTD. has sponsored the creation of one or more 401k plans.

Company Name:INSTEM LIFE SCIENCE SYSTEMS N AMERICA LTD.
Employer identification number (EIN):232455169
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01JOHN ALARCON2023-10-11
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANTHONY GLOVER
0012016-01-01CATHY CLARK2017-07-14
0012015-01-01TERESA HERBERGER2016-04-22
0012014-01-01TERESA HERBERGER2015-04-24
0012013-01-01TERESA HERBERGER2014-06-03
0012012-01-01TERESA HERBERGER2013-04-18 TERESA HERBERGER2013-04-18
0012011-01-01GREGOR J GRANT2012-10-10 GREGOR J GRANT2012-10-10
0012010-01-01GREGOR J GRANT2011-07-05
0012009-01-01TERESA HERBERGER TERESA HERBERGER2010-07-14
0012008-01-01GREGOR J GRANT GREGOR J GRANT2012-02-14
0012007-01-01GEGOR J. GRANT GEGOR J. GRANT2012-02-14

Plan Statistics for INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN

401k plan membership statisitcs for INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN

Measure Date Value
2023: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01172
Total number of active participants reported on line 7a of the Form 55002023-01-01132
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0133
Total of all active and inactive participants2023-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01165
Number of participants with account balances2023-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0144
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0141
Total number of active participants reported on line 7a of the Form 55002021-01-0138
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0144
Number of participants with account balances2021-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0151
Total number of active participants reported on line 7a of the Form 55002020-01-0138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0141
Number of participants with account balances2020-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0150
Total number of active participants reported on line 7a of the Form 55002019-01-0146
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0151
Number of participants with account balances2019-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0148
Total number of active participants reported on line 7a of the Form 55002018-01-0144
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0150
Number of participants with account balances2018-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0156
Total number of active participants reported on line 7a of the Form 55002017-01-0138
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0148
Number of participants with account balances2017-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2009: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0119
Total number of active participants reported on line 7a of the Form 55002008-01-0119
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-011
Total of all active and inactive participants2008-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0120
Number of participants with account balances2008-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0116
Total number of active participants reported on line 7a of the Form 55002007-01-0118
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0119
Number of participants with account balances2007-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN

Measure Date Value
2023 : INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,344,956
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,649,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,588,446
Expenses. Certain deemed distributions of participant loans2023-12-31$28,266
Value of total corrective distributions2023-12-31$10,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,237,941
Value of total assets at end of year2023-12-31$24,127,883
Value of total assets at beginning of year2023-12-31$20,432,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$23,135
Total interest from all sources2023-12-31$13,267
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$669,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$669,319
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,421,291
Participant contributions at end of year2023-12-31$181,004
Participant contributions at beginning of year2023-12-31$234,263
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$103,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,694,989
Value of net assets at end of year (total assets less liabilities)2023-12-31$24,127,883
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$20,432,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$23,946,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$20,198,631
Interest on participant loans2023-12-31$13,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,424,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$713,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,588,446
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WIPFLI LLP
Accountancy firm EIN2023-12-31390758449
2022 : INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-05-31$-7,027,436
Total plan liabilities at end of year2022-05-31$0
Total plan liabilities at beginning of year2022-05-31$0
Total income from all sources2022-05-31$-804,875
Expenses. Total of all expenses incurred2022-05-31$163,858
Benefits paid (including direct rollovers)2022-05-31$152,384
Total plan assets at end of year2022-05-31$0
Total plan assets at beginning of year2022-05-31$7,996,169
Value of fidelity bond covering the plan2022-05-31$500,000
Total contributions received or receivable from participants2022-05-31$185,788
Expenses. Other expenses not covered elsewhere2022-05-31$0
Contributions received from other sources (not participants or employers)2022-05-31$0
Other income received2022-05-31$-1,079,362
Noncash contributions received2022-05-31$0
Net income (gross income less expenses)2022-05-31$-968,733
Net plan assets at end of year (total assets less liabilities)2022-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$7,996,169
Assets. Value of participant loans2022-05-31$0
Total contributions received or receivable from employer(s)2022-05-31$88,699
Value of certain deemed distributions of participant loans2022-05-31$0
Value of corrective distributions2022-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-05-31$11,474
2021 : INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,777,714
Expenses. Total of all expenses incurred2021-12-31$279,023
Benefits paid (including direct rollovers)2021-12-31$259,028
Total plan assets at end of year2021-12-31$7,996,169
Total plan assets at beginning of year2021-12-31$6,497,478
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$405,942
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$43,539
Other income received2021-12-31$1,116,969
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,498,691
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,996,169
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,497,478
Assets. Value of participant loans2021-12-31$92,120
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$211,264
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$19,995
2020 : INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,613,242
Expenses. Total of all expenses incurred2020-12-31$342,768
Benefits paid (including direct rollovers)2020-12-31$325,064
Total plan assets at end of year2020-12-31$6,497,478
Total plan assets at beginning of year2020-12-31$5,227,004
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$419,258
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$8,281
Other income received2020-12-31$924,282
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,270,474
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,497,478
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,227,004
Assets. Value of participant loans2020-12-31$131,335
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$261,421
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$17,704
2019 : INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,577,329
Expenses. Total of all expenses incurred2019-12-31$198,857
Benefits paid (including direct rollovers)2019-12-31$182,103
Total plan assets at end of year2019-12-31$5,227,004
Total plan assets at beginning of year2019-12-31$3,848,532
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$322,791
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$79,095
Other income received2019-12-31$996,370
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,378,472
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,227,004
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,848,532
Assets. Value of participant loans2019-12-31$122,225
Total contributions received or receivable from employer(s)2019-12-31$179,073
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$16,754
2018 : INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$131,405
Expenses. Total of all expenses incurred2018-12-31$496,170
Benefits paid (including direct rollovers)2018-12-31$481,496
Total plan assets at end of year2018-12-31$3,848,532
Total plan assets at beginning of year2018-12-31$4,213,297
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$248,376
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$19,526
Other income received2018-12-31$-282,384
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-364,765
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,848,532
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,213,297
Assets. Value of participant loans2018-12-31$128,770
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$145,887
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$14,674
2017 : INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,103,557
Expenses. Total of all expenses incurred2017-12-31$474,992
Benefits paid (including direct rollovers)2017-12-31$455,495
Total plan assets at end of year2017-12-31$4,213,297
Total plan assets at beginning of year2017-12-31$3,584,732
Value of fidelity bond covering the plan2017-12-31$130,000
Total contributions received or receivable from participants2017-12-31$279,170
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$657,221
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$628,565
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,213,297
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,584,732
Assets. Value of participant loans2017-12-31$80,796
Total contributions received or receivable from employer(s)2017-12-31$167,166
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$19,497
2008 : INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$-93,280
Expenses. Total of all expenses incurred2008-12-31$7,908
Total plan assets at end of year2008-12-31$399,777
Total plan assets at beginning of year2008-12-31$500,965
Value of fidelity bond covering the plan2008-12-31$100,000
Total contributions received or receivable from participants2008-12-31$53,292
Expenses. Other expenses not covered elsewhere2008-12-31$6,943
Other income received2008-12-31$-189,260
Net income (gross income less expenses)2008-12-31$-101,188
Net plan assets at end of year (total assets less liabilities)2008-12-31$399,777
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$500,965
Assets. Value of participant loans2008-12-31$15,199
Total contributions received or receivable from employer(s)2008-12-31$42,688
Value of corrective distributions2008-12-31$965
2007 : INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2007 401k financial data
Total income from all sources2007-12-31$113,738
Expenses. Total of all expenses incurred2007-12-31$9,058
Benefits paid (including direct rollovers)2007-12-31$2,186
Total plan assets at end of year2007-12-31$500,965
Total plan assets at beginning of year2007-12-31$396,285
Value of fidelity bond covering the plan2007-12-31$100,000
Total contributions received or receivable from participants2007-12-31$44,636
Expenses. Other expenses not covered elsewhere2007-12-31$6,872
Other income received2007-12-31$32,617
Net income (gross income less expenses)2007-12-31$104,680
Net plan assets at end of year (total assets less liabilities)2007-12-31$500,965
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$396,285
Assets. Value of participant loans2007-12-31$28,950
Total contributions received or receivable from employer(s)2007-12-31$36,485

Form 5500 Responses for INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN

2023: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2009: INSTEM LIFE SYSTEMS (N AMERICA) LTD 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: INSTEM LIFE SYSTEMS (N AMERICA) LTD 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number13081
Policy instance 1
Insurance contract or identification number13081
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $16,988
Total amount of fees paid to insurance companyUSD $450
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,383
Amount paid for insurance broker fees0
Insurance broker nameQUALIFIED PLAN CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number13081
Policy instance 1
Insurance contract or identification number13081
Number of Individuals Covered15
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $4,967
Total amount of fees paid to insurance companyUSD $0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number13081
Policy instance 1
Insurance contract or identification number13081
Number of Individuals Covered11
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $4,750
Total amount of fees paid to insurance companyUSD $0

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