401k Plan data: IRIS DATA SERVICES RETIREMENT PLAN & TRUST plan

IRIS DATA SERVICES RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	IRIS DATA SERVICES RETIREMENT PLAN & TRUST
Plan identification number	001

IRIS DATA SERVICES RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IRIS DATA SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: IRIS DATA SERVICES, INC.

Employer identification number (EIN): 274202882

NAIC Classification: 518210
NAIC Description: Data Processing, Hosting, and Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRIS DATA SERVICES RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2016-01-01 CONSTANCE INMAN 2017-10-13
001 2016-01-01 CONSTANCE INMAN 2017-10-13
001 2015-01-01 THOMAS D. DELANEY
001 2014-01-01 THOMAS D. DELANEY
001 2014-01-01 THOMAS D. DELANEY
001 2013-01-01 PAUL ROWLETT RODNEY KENT TEAGUE, II 2014-10-15
001 2012-01-01 RODNEY KENT TEAGUE, II 2013-05-22
001 2011-01-01 RODNEY KENT TEAGUE, II 2012-05-25
001 2010-01-01 RODNEY KENT TEAGUE, II

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01
001	2016-01-01	CONSTANCE INMAN	2017-10-13
001	2016-01-01	CONSTANCE INMAN	2017-10-13
001	2015-01-01	THOMAS D. DELANEY
001	2014-01-01	THOMAS D. DELANEY
001	2014-01-01	THOMAS D. DELANEY
001	2013-01-01	PAUL ROWLETT		RODNEY KENT TEAGUE, II	2014-10-15
001	2012-01-01	RODNEY KENT TEAGUE, II	2013-05-22
001	2011-01-01	RODNEY KENT TEAGUE, II	2012-05-25
001	2010-01-01	RODNEY KENT TEAGUE, II

Plan Statistics for IRIS DATA SERVICES RETIREMENT PLAN & TRUST

401k plan membership statisitcs for IRIS DATA SERVICES RETIREMENT PLAN & TRUST

Measure Date Value
2016: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 13
Number of other retired or separated participants entitled to future benefits 2016-01-01 40
2015: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 169
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 52
Total of all active and inactive participants 2015-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 221
Number of participants with account balances 2015-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 142
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 32
Total of all active and inactive participants 2014-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 174
Number of participants with account balances 2014-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 112
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 30
Total of all active and inactive participants 2013-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 143
Number of participants with account balances 2013-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2010: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 44
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 49
Number of participants with account balances 2010-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2

Measure	Date	Value
2016: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	13
Number of other retired or separated participants entitled to future benefits	2016-01-01	40
2015: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	169
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	52
Total of all active and inactive participants	2015-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	221
Number of participants with account balances	2015-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	142
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	32
Total of all active and inactive participants	2014-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	174
Number of participants with account balances	2014-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	112
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	30
Total of all active and inactive participants	2013-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	143
Number of participants with account balances	2013-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2010: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	44
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	49
Number of participants with account balances	2010-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2

Financial Data on IRIS DATA SERVICES RETIREMENT PLAN & TRUST

Measure	Date	Value
2016 : IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$2,548,627
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,548,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$641,872
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,218,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,209,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$720,103
Value of total assets at end of year	2016-12-31	$2,548,627
Value of total assets at beginning of year	2016-12-31	$3,125,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,704
Total interest from all sources	2016-12-31	$2,264
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$97,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$97,664
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$313,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$421,491
Participant contributions at end of year	2016-12-31	$9,815
Participant contributions at beginning of year	2016-12-31	$202,261
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$32,313
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$13,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$2,548,627
Administrative expenses (other) incurred	2016-12-31	$9,704
Total non interest bearing cash at end of year	2016-12-31	$2,531,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-577,051
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,125,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,756,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$3,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$3,059
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$2,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$31,557
Net investment gain or loss from common/collective trusts	2016-12-31	$-209,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$266,299
Employer contributions (assets) at end of year	2016-12-31	$7,681
Employer contributions (assets) at beginning of year	2016-12-31	$150,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,209,219
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	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2016-12-31	431947695
2015 : IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-46,485
Total unrealized appreciation/depreciation of assets	2015-12-31	$-46,485
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	$0
Total income from all sources (including contributions)	2015-12-31	$904,447
Total loss/gain on sale of assets	2015-12-31	$372
Total of all expenses incurred	2015-12-31	$215,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$183,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$948,771
Value of total assets at end of year	2015-12-31	$3,125,678
Value of total assets at beginning of year	2015-12-31	$2,437,069
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$32,277
Total interest from all sources	2015-12-31	$1,789
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$32,277
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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
Contributions received from participants	2015-12-31	$542,249
Participant contributions at end of year	2015-12-31	$202,261
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$59,313
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$13,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
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	$688,609
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,125,678
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,437,069
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
Interest earned on other investments	2015-12-31	$1,631
Value of interest in common/collective trusts at end of year	2015-12-31	$2,756,396
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,365,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$3,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$20,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$20,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$347,209
Employer contributions (assets) at end of year	2015-12-31	$150,173
Employer contributions (assets) at beginning of year	2015-12-31	$50,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$183,561
Did the plan have assets held for investment	2015-12-31	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	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	No
Aggregate proceeds on sale of assets	2015-12-31	$372
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	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2015-12-31	431947695
2014 : IRIS DATA SERVICES RETIREMENT PLAN & TRUST 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	$0
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	$564,256
Total loss/gain on sale of assets	2014-12-31	$812
Total of all expenses incurred	2014-12-31	$395,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$374,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$551,147
Value of total assets at end of year	2014-12-31	$2,437,069
Value of total assets at beginning of year	2014-12-31	$2,268,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,111
Total interest from all sources	2014-12-31	$4
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$337,361
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$11,180
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	$168,754
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,437,069
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,268,315
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
Investment advisory and management fees	2014-12-31	$21,111
Value of interest in common/collective trusts at end of year	2014-12-31	$2,365,966
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,182,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$20,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$39,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$39,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$4
Net investment gain or loss from common/collective trusts	2014-12-31	$12,293
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	Yes
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	$213,786
Employer contributions (assets) at end of year	2014-12-31	$50,665
Employer contributions (assets) at beginning of year	2014-12-31	$35,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$374,391
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
Aggregate proceeds on sale of assets	2014-12-31	$812
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	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2014-12-31	431947695
2013 : IRIS DATA SERVICES RETIREMENT PLAN & TRUST 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	$938,151
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$65,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$49,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$462,875
Value of total assets at end of year	2013-12-31	$2,268,315
Value of total assets at beginning of year	2013-12-31	$1,395,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$16,320
Total interest from all sources	2013-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$296,347
Participant contributions at end of year	2013-12-31	$11,180
Participant contributions at beginning of year	2013-12-31	$8,178
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	$872,777
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,268,315
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,395,538
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
Investment advisory and management fees	2013-12-31	$16,320
Value of interest in common/collective trusts at end of year	2013-12-31	$2,182,755
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,327,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$39,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$28,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$28,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$2
Net investment gain or loss from common/collective trusts	2013-12-31	$475,274
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	Yes
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	$166,528
Employer contributions (assets) at end of year	2013-12-31	$35,091
Employer contributions (assets) at beginning of year	2013-12-31	$31,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$49,054
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	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714325
2010 : IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$303,217
Expenses. Total of all expenses incurred	2010-12-31	$55,187
Benefits paid (including direct rollovers)	2010-12-31	$50,183
Total plan assets at end of year	2010-12-31	$711,679
Total plan assets at beginning of year	2010-12-31	$463,649
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$114,214
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$65,628
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$248,030
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$711,679
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$463,649
Total contributions received or receivable from employer(s)	2010-12-31	$123,375
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,004

Form 5500 Responses for IRIS DATA SERVICES RETIREMENT PLAN & TRUST

2016: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
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: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 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
2010: IRIS DATA SERVICES RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

IRIS DATA SERVICES RETIREMENT PLAN & TRUST [EIN = 760846281]

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Company Name:	IRIS DATA SERVICES, INC.
Employer identification number (EIN):	274202882
NAIC Classification:	518210
NAIC Description:	Data Processing, Hosting, and Related Services