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INTERGRO RESOURCES, INC. 401(K) P/S PLAN 401k Plan overview

Plan NameINTERGRO RESOURCES, INC. 401(K) P/S PLAN
Plan identification number 001

INTERGRO RESOURCES, INC. 401(K) P/S 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.
  • 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

INTERGRO RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:INTERGRO RESOURCES, INC.
Employer identification number (EIN):330950197
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERGRO RESOURCES, INC. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01SHERRILYN TONG
0012018-01-01SHERRILYN TONG
0012017-01-01SHERRILYN TONG
0012017-01-01SHERRILYN TONG
0012016-01-01SHERRILYN TONG
0012015-01-01CHERYL YOUNG
0012014-01-01SALLIE HANSEN
0012013-01-01CHERYL YOUNG
0012012-01-01SHERRI TONG
0012011-01-01SHERRI TONG2012-06-26
0012010-01-01SHERRI TONG2011-05-20

Plan Statistics for INTERGRO RESOURCES, INC. 401(K) P/S PLAN

401k plan membership statisitcs for INTERGRO RESOURCES, INC. 401(K) P/S PLAN

Measure Date Value
2018: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01559
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01326
Total number of active participants reported on line 7a of the Form 55002017-01-01556
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01626
Number of participants with account balances2017-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01199
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01206
Number of participants with account balances2016-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01207
Total number of active participants reported on line 7a of the Form 55002015-01-01138
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0161
Total of all active and inactive participants2015-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01199
Number of participants with account balances2015-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01152
Total number of active participants reported on line 7a of the Form 55002014-01-01164
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01207
Number of participants with account balances2014-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01152
Total number of active participants reported on line 7a of the Form 55002013-01-01153
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01181
Number of participants with account balances2013-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01116
Total number of active participants reported on line 7a of the Form 55002012-01-0197
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01126
Number of participants with account balances2012-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on INTERGRO RESOURCES, INC. 401(K) P/S PLAN

Measure Date Value
2018 : INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-16$0
Total transfer of assets from this plan2018-01-16$6,420,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-16$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-16$0
Total income from all sources (including contributions)2018-01-16$193,415
Total loss/gain on sale of assets2018-01-16$0
Total of all expenses incurred2018-01-16$6,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-16$6,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-16$0
Value of total assets at end of year2018-01-16$0
Value of total assets at beginning of year2018-01-16$6,232,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-16$25
Total interest from all sources2018-01-16$1,832
Total dividends received (eg from common stock, registered investment company shares)2018-01-16$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-16Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-01-16$0
Was this plan covered by a fidelity bond2018-01-16Yes
Value of fidelity bond cover2018-01-16$400,000
If this is an individual account plan, was there a blackout period2018-01-16No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-16$0
Were there any nonexempt tranactions with any party-in-interest2018-01-16No
Participant contributions at end of year2018-01-16$0
Participant contributions at beginning of year2018-01-16$180,048
Administrative expenses (other) incurred2018-01-16$3,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-16No
Value of net income/loss2018-01-16$187,354
Value of net assets at end of year (total assets less liabilities)2018-01-16$0
Value of net assets at beginning of year (total assets less liabilities)2018-01-16$6,232,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-16No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-16No
Were any leases to which the plan was party in default or uncollectible2018-01-16No
Value of interest in pooled separate accounts at end of year2018-01-16$0
Value of interest in pooled separate accounts at beginning of year2018-01-16$5,745,397
Interest on participant loans2018-01-16$1,598
Interest earned on other investments2018-01-16$234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-16$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-16$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-16$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-16$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-16$307,504
Net investment gain/loss from pooled separate accounts2018-01-16$191,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-16No
Was there a failure to transmit to the plan any participant contributions2018-01-16No
Has the plan failed to provide any benefit when due under the plan2018-01-16No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-16$6,036
Contract administrator fees2018-01-16$25
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-01-16No
Did the plan have assets held for investment2018-01-16No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-16No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-16Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-16Yes
Opinion of an independent qualified public accountant for this plan2018-01-16Disclaimer
Accountancy firm name2018-01-16WINDES, INC
Accountancy firm EIN2018-01-16953001179
2017 : INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,652,327
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$175,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$154,972
Expenses. Certain deemed distributions of participant loans2017-12-31$15,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$711,678
Value of total assets at end of year2017-12-31$6,232,949
Value of total assets at beginning of year2017-12-31$4,755,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,548
Total interest from all sources2017-12-31$9,611
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$711,678
Participant contributions at end of year2017-12-31$180,048
Participant contributions at beginning of year2017-12-31$138,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,477,218
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,232,949
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,755,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$5,745,397
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,543,810
Interest on participant loans2017-12-31$5,106
Interest earned on other investments2017-12-31$4,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$307,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$73,724
Net investment gain/loss from pooled separate accounts2017-12-31$931,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$154,972
Contract administrator fees2017-12-31$4,548
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WINDES, INC.
Accountancy firm EIN2017-12-31953001179
2016 : INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$872,075
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$97,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$91,057
Expenses. Certain deemed distributions of participant loans2016-12-31$5,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$594,999
Value of total assets at end of year2016-12-31$4,755,731
Value of total assets at beginning of year2016-12-31$3,980,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$775
Total interest from all sources2016-12-31$6,940
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$572,888
Participant contributions at end of year2016-12-31$138,197
Participant contributions at beginning of year2016-12-31$125,748
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$774,784
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,755,731
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,980,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$4,543,810
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,812,256
Interest on participant loans2016-12-31$5,899
Interest earned on other investments2016-12-31$1,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$73,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$42,943
Net investment gain/loss from pooled separate accounts2016-12-31$270,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$91,057
Contract administrator fees2016-12-31$775
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WINDES, INC.
Accountancy firm EIN2016-12-31953001179
2015 : INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$596,417
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$443,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$410,514
Expenses. Certain deemed distributions of participant loans2015-12-31$9,336
Value of total corrective distributions2015-12-31$21,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$591,710
Value of total assets at end of year2015-12-31$3,980,947
Value of total assets at beginning of year2015-12-31$3,828,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,925
Total interest from all sources2015-12-31$5,118
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$519,176
Participant contributions at end of year2015-12-31$125,748
Participant contributions at beginning of year2015-12-31$68,082
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$72,534
Administrative expenses (other) incurred2015-12-31$1,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$152,833
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,980,947
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,828,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,753,260
Value of interest in pooled separate accounts at end of year2015-12-31$3,812,256
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$4,379
Interest earned on other investments2015-12-31$739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$42,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,772
Net investment gain/loss from pooled separate accounts2015-12-31$-411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$410,514
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WINDES, INC.
Accountancy firm EIN2015-12-31953001179
2014 : INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,110,889
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$165,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$157,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$844,214
Value of total assets at end of year2014-12-31$3,828,114
Value of total assets at beginning of year2014-12-31$2,883,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,886
Total interest from all sources2014-12-31$1,694
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$36,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$36,174
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$563,708
Participant contributions at end of year2014-12-31$68,082
Participant contributions at beginning of year2014-12-31$32,779
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$860
Other income not declared elsewhere2014-12-31$2,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$944,897
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,828,114
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,883,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,753,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,850,296
Interest on participant loans2014-12-31$1,670
Interest earned on other investments2014-12-31$24
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$225,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$279,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$157,106
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WINDES, INC.
Accountancy firm EIN2014-12-31953001179
2013 : INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$995,606
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$67,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$63,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$630,346
Value of total assets at end of year2013-12-31$2,883,217
Value of total assets at beginning of year2013-12-31$1,954,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,736
Total interest from all sources2013-12-31$1,049
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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$386,322
Participant contributions at end of year2013-12-31$32,779
Participant contributions at beginning of year2013-12-31$15,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$928,363
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,883,217
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,954,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,850,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,938,827
Interest on participant loans2013-12-31$1,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$76
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$364,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$244,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$63,507
Contract administrator fees2013-12-31$3,736
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WINDES, INC.
Accountancy firm EIN2013-12-31953001179
2012 : INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$556,066
Expenses. Total of all expenses incurred2012-12-31$46,098
Benefits paid (including direct rollovers)2012-12-31$44,290
Total plan assets at end of year2012-12-31$1,954,854
Total plan assets at beginning of year2012-12-31$1,444,886
Total contributions received or receivable from participants2012-12-31$246,125
Other income received2012-12-31$153,226
Net income (gross income less expenses)2012-12-31$509,968
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,954,854
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,444,886
Assets. Value of participant loans2012-12-31$15,951
Total contributions received or receivable from employer(s)2012-12-31$156,715
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,808
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for INTERGRO RESOURCES, INC. 401(K) P/S PLAN

2018: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 - TrustYes
2016: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTERGRO RESOURCES, INC. 401(K) P/S PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91690184
Policy instance 1
Insurance contract or identification number91690184
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-01-16
Total amount of commissions paid to insurance brokerUSD $628
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 $251
Insurance broker organization code?3
Insurance broker nameDUFFY ROBERT J
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91690184
Policy instance 1
Insurance contract or identification number91690184
Number of Individuals Covered300
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,913
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $2,765
Insurance broker organization code?3
Insurance broker nameDUFFY ROBERT J
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91690184
Policy instance 1
Insurance contract or identification number91690184
Number of Individuals Covered159
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,417
Total amount of fees paid to insurance companyUSD $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 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $3,157
Insurance broker organization code?3
Insurance broker nameVENEGAS DANIEL C
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91690184
Policy instance 1
Insurance contract or identification number91690184
Number of Individuals Covered168
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,977
Total amount of fees paid to insurance companyUSD $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 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $20,890
Insurance broker organization code?3
Insurance broker nameVENEGAS DANIEL C

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