IVERSON & CO., INC. has sponsored the creation of one or more 401k plans.
Additional information about IVERSON & CO., INC.
Submission information for form 5500 for 401k plan IVERSON & CO. , INC. EMPLOYEES' PROFIT SHARING PLAN
401k plan membership statisitcs for IVERSON & CO. , INC. EMPLOYEES' PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2013: IVERSON & CO. , INC. EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 18 |
| Number of participants with account balances | 2013-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: IVERSON & CO. , INC. EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 19 |
| Number of participants with account balances | 2012-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : IVERSON & CO. , INC. EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,156,409 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $518,160 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $514,329 |
| Total plan assets at end of year | 2013-12-31 | $5,343,476 |
| Total plan assets at beginning of year | 2013-12-31 | $4,705,227 |
| Value of fidelity bond covering the plan | 2013-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $913 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $1,156,409 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $638,249 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,343,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,705,227 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,918 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : IVERSON & CO. , INC. EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $8,266 |
| Total income from all sources | 2012-12-31 | $566,647 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $304,790 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $300,000 |
| Total plan assets at end of year | 2012-12-31 | $4,705,227 |
| Total plan assets at beginning of year | 2012-12-31 | $4,451,636 |
| Value of fidelity bond covering the plan | 2012-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $566,647 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $261,857 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,705,227 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,443,370 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $92,835 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,790 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2013: IVERSON & CO. , INC. EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: IVERSON & CO. , INC. EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
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