Plan Name | INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | INSOURCE TECHNOLOGIES, INC. |
Employer identification number (EIN): | 341847713 |
NAIC Classification: | 335900 |
Additional information about INSOURCE TECHNOLOGIES, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1996-11-21 |
Company Identification Number: | 960929 |
Legal Registered Office Address: |
1070 N WILLIAMS ST - PAULDING United States of America (USA) 45879 |
More information about INSOURCE TECHNOLOGIES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DAVID MANZ | |||
001 | 2016-01-01 | DAVID MANZ | |||
001 | 2016-01-01 | DAVID MANZ | |||
001 | 2015-01-01 | DAVID MANZ | |||
001 | 2014-01-01 | DAVID MANZ | 2015-04-10 | ||
001 | 2013-01-01 | DAVID MANZ | 2014-05-06 | ||
001 | 2012-01-01 | DAVID MANZ | 2013-04-09 | ||
001 | 2011-01-01 | DAVID E MANZ | 2012-03-27 | ||
001 | 2010-01-01 | DAVID E MANZ | |||
001 | 2009-01-01 | DAVID E MANZ |
Measure | Date | Value |
---|---|---|
2023: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 283 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 237 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 59 |
Total of all active and inactive participants | 2023-01-01 | 299 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 299 |
Number of participants with account balances | 2023-01-01 | 291 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 238 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 36 |
Total of all active and inactive participants | 2022-01-01 | 283 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 283 |
Number of participants with account balances | 2022-01-01 | 277 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 185 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 45 |
Total of all active and inactive participants | 2021-01-01 | 230 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 230 |
Number of participants with account balances | 2021-01-01 | 229 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 178 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 32 |
Total of all active and inactive participants | 2020-01-01 | 210 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 210 |
Number of participants with account balances | 2020-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 213 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 161 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 48 |
Total of all active and inactive participants | 2019-01-01 | 209 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 209 |
Number of participants with account balances | 2019-01-01 | 209 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 186 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 27 |
Total of all active and inactive participants | 2018-01-01 | 213 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 213 |
Number of participants with account balances | 2018-01-01 | 213 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 137 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 18 |
Total of all active and inactive participants | 2017-01-01 | 155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 155 |
Number of participants with account balances | 2017-01-01 | 153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 36 |
Total of all active and inactive participants | 2016-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 144 |
Number of participants with account balances | 2016-01-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 127 |
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 | 32 |
Total of all active and inactive participants | 2015-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 159 |
Number of participants with account balances | 2015-01-01 | 154 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2010: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 53 |
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 | 3 |
Total of all active and inactive participants | 2010-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 56 |
Number of participants with account balances | 2010-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 49 |
Number of participants with account balances | 2009-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $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 | $2,527,287 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $254,958 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $209,711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $994,295 |
Value of total assets at end of year | 2023-12-31 | $9,841,889 |
Value of total assets at beginning of year | 2023-12-31 | $7,569,560 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $45,247 |
Total interest from all sources | 2023-12-31 | $8,967 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $316,163 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $316,163 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $535,168 |
Participant contributions at end of year | 2023-12-31 | $186,495 |
Participant contributions at beginning of year | 2023-12-31 | $78,288 |
Participant contributions at end of year | 2023-12-31 | $8,117 |
Participant contributions at beginning of year | 2023-12-31 | $8,281 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $31,377 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $2,272,329 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $9,841,889 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,569,560 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $39,797 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $9,060,407 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $7,068,733 |
Interest on participant loans | 2023-12-31 | $8,967 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $580,385 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $407,247 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,207,862 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $427,750 |
Employer contributions (assets) at end of year | 2023-12-31 | $6,485 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $7,011 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $209,711 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | REA & ASSOCIATES, INC. |
Accountancy firm EIN | 2023-12-31 | 341310124 |
2022 : INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-602,317 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $340,659 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $298,183 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $919,109 |
Value of total assets at end of year | 2022-12-31 | $7,569,560 |
Value of total assets at beginning of year | 2022-12-31 | $8,512,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $42,476 |
Total interest from all sources | 2022-12-31 | $2,869 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $263,502 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $263,502 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $497,548 |
Participant contributions at end of year | 2022-12-31 | $78,288 |
Participant contributions at beginning of year | 2022-12-31 | $66,581 |
Participant contributions at end of year | 2022-12-31 | $8,281 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $21,048 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-942,976 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,569,560 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,512,536 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $36,128 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,068,733 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,143,296 |
Interest on participant loans | 2022-12-31 | $2,869 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $407,247 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $302,659 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,787,797 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $400,513 |
Employer contributions (assets) at end of year | 2022-12-31 | $7,011 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $298,183 |
Contract administrator fees | 2022-12-31 | $6,348 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | REA & ASSOCIATES, INC. |
Accountancy firm EIN | 2022-12-31 | 341310124 |
2021 : INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,859,610 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $235,954 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $197,262 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $724,575 |
Value of total assets at end of year | 2021-12-31 | $8,512,536 |
Value of total assets at beginning of year | 2021-12-31 | $6,888,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $38,692 |
Total interest from all sources | 2021-12-31 | $3,372 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $550,513 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $550,513 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $404,897 |
Participant contributions at end of year | 2021-12-31 | $66,581 |
Participant contributions at beginning of year | 2021-12-31 | $65,203 |
Administrative expenses (other) incurred | 2021-12-31 | $38,692 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,623,656 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,512,536 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,888,880 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,143,296 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,566,658 |
Interest on participant loans | 2021-12-31 | $3,372 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $302,659 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $257,019 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $581,150 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $319,678 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $197,262 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | REA & ASSOCIATES, INC. |
Accountancy firm EIN | 2021-12-31 | 341310124 |
2020 : INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,571,430 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $435,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $405,736 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $752,629 |
Value of total assets at end of year | 2020-12-31 | $6,888,880 |
Value of total assets at beginning of year | 2020-12-31 | $5,753,176 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $29,990 |
Total interest from all sources | 2020-12-31 | $4,130 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $157,426 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $157,426 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $355,335 |
Participant contributions at end of year | 2020-12-31 | $65,203 |
Participant contributions at beginning of year | 2020-12-31 | $72,281 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $104,545 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $29,990 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,135,704 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,888,880 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,753,176 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,566,658 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,479,239 |
Interest on participant loans | 2020-12-31 | $4,130 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $257,019 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $201,656 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $657,245 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $292,749 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $405,736 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | REA & ASSOCIATES, INC. |
Accountancy firm EIN | 2020-12-31 | 341310124 |
2019 : INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $309 |
Total income from all sources (including contributions) | 2019-12-31 | $1,633,410 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $183,320 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $149,014 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $9,108 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $572,360 |
Value of total assets at end of year | 2019-12-31 | $5,753,176 |
Value of total assets at beginning of year | 2019-12-31 | $4,303,395 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $25,198 |
Total interest from all sources | 2019-12-31 | $4,733 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $156,723 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $156,723 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $303,287 |
Participant contributions at end of year | 2019-12-31 | $72,281 |
Participant contributions at beginning of year | 2019-12-31 | $90,546 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $309 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,450,090 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,753,176 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,303,086 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $20,830 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,479,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,041,195 |
Interest on participant loans | 2019-12-31 | $4,733 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $201,656 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $171,654 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $899,594 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $269,073 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $149,014 |
Contract administrator fees | 2019-12-31 | $4,368 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | REA & ASSOCIATES, INC. |
Accountancy firm EIN | 2019-12-31 | 341310124 |
2018 : INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $309 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $9,717 |
Total income from all sources (including contributions) | 2018-12-31 | $296,997 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $266,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $240,812 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $600,211 |
Value of total assets at end of year | 2018-12-31 | $4,303,395 |
Value of total assets at beginning of year | 2018-12-31 | $4,281,965 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $25,347 |
Total interest from all sources | 2018-12-31 | $4,788 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $262,400 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $262,400 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $310,417 |
Participant contributions at end of year | 2018-12-31 | $90,546 |
Participant contributions at beginning of year | 2018-12-31 | $72,728 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $11,776 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $309 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $9,717 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $30,838 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,303,086 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,272,248 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $22,555 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,041,195 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,067,419 |
Interest on participant loans | 2018-12-31 | $4,788 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $171,654 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $141,818 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-570,402 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $278,018 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $240,812 |
Contract administrator fees | 2018-12-31 | $2,792 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | REA & ASSOCIATES, INC. |
Accountancy firm EIN | 2018-12-31 | 341310124 |
2017 : INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $9,717 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $11,865 |
Total income from all sources (including contributions) | 2017-12-31 | $1,123,082 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $120,934 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $100,998 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $454,855 |
Value of total assets at end of year | 2017-12-31 | $4,281,965 |
Value of total assets at beginning of year | 2017-12-31 | $3,281,965 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $19,936 |
Total interest from all sources | 2017-12-31 | $1,732 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $157,650 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $157,650 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $238,620 |
Participant contributions at end of year | 2017-12-31 | $72,728 |
Participant contributions at beginning of year | 2017-12-31 | $19,793 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $9,717 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $11,865 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,002,148 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,272,248 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,270,100 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $14,954 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,067,419 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,144,465 |
Interest on participant loans | 2017-12-31 | $1,732 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $141,818 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $117,707 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $508,845 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $216,235 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $100,998 |
Contract administrator fees | 2017-12-31 | $4,982 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | REA & ASSOCIATES, INC. |
Accountancy firm EIN | 2017-12-31 | 341310124 |
2016 : INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $6,519 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $536 |
Total income from all sources (including contributions) | 2016-12-31 | $640,315 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $132,204 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $120,309 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $396,674 |
Value of total assets at end of year | 2016-12-31 | $3,281,965 |
Value of total assets at beginning of year | 2016-12-31 | $2,767,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $11,895 |
Total interest from all sources | 2016-12-31 | $578 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $133,275 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $133,275 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
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 | $193,502 |
Participant contributions at end of year | 2016-12-31 | $19,793 |
Participant contributions at beginning of year | 2016-12-31 | $7,238 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $24,327 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $6,519 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $536 |
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 | $508,111 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,275,446 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,767,335 |
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 |
Investment advisory and management fees | 2016-12-31 | $11,895 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,144,465 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,667,725 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $578 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $117,707 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $92,908 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $109,788 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
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 | $178,845 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $120,309 |
Contract administrator fees | 2016-12-31 | $5,346 |
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 | REA & ASSOCIATES, INC. |
Accountancy firm EIN | 2016-12-31 | 341310124 |
2015 : INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $536 |
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 | $377,832 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $68,433 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $58,068 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $390,383 |
Value of total assets at end of year | 2015-12-31 | $2,767,871 |
Value of total assets at beginning of year | 2015-12-31 | $2,457,936 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $10,365 |
Total interest from all sources | 2015-12-31 | $241 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $207,816 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $207,816 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $350,000 |
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 | $199,165 |
Participant contributions at end of year | 2015-12-31 | $7,238 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $13,042 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $536 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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 | $309,399 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,767,335 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,457,936 |
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 |
Investment advisory and management fees | 2015-12-31 | $10,365 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,667,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,457,936 |
Interest on participant loans | 2015-12-31 | $241 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $92,908 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-220,608 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $178,176 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $58,068 |
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 |
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 | REA & ASSOCIATES, INC. |
Accountancy firm EIN | 2015-12-31 | 341310124 |
2010 : INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $215,431 |
Expenses. Total of all expenses incurred | 2010-12-31 | $29,803 |
Benefits paid (including direct rollovers) | 2010-12-31 | $29,803 |
Total plan assets at end of year | 2010-12-31 | $1,008,253 |
Total plan assets at beginning of year | 2010-12-31 | $822,625 |
Value of fidelity bond covering the plan | 2010-12-31 | $75,000 |
Total contributions received or receivable from participants | 2010-12-31 | $55,649 |
Other income received | 2010-12-31 | $102,387 |
Net income (gross income less expenses) | 2010-12-31 | $185,628 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,008,253 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $822,625 |
Assets. Value of participant loans | 2010-12-31 | $15,779 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $57,395 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
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: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 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 |
2010: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 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 |
2009: INSOURCE TECHNOLOGIES, INC. 401K RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |