401k Plan data: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN plan

ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan Name	ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN
Plan identification number	334

ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

ITASCA CONSTRUCTION ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ITASCA CONSTRUCTION ASSOCIATES, INC.

Employer identification number (EIN): 363107705

NAIC Classification: 236200

Additional information about ITASCA CONSTRUCTION ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1983-11-28

Company Identification Number: G72387

Legal Registered Office Address: 6420 CONGRESS AVENUE

BOCA RATON

33487

More information about ITASCA CONSTRUCTION ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
334 2014-01-01 STEVEN HICKS STEVEN HICKS 2015-05-06
334 2013-01-01 STEVEN HICKS STEVEN HICKS 2014-06-04
334 2012-01-01 STEVEN HICKS
334 2011-01-01 STEVEN HICKS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
334	2014-01-01	STEVEN HICKS	STEVEN HICKS	2015-05-06
334	2013-01-01	STEVEN HICKS	STEVEN HICKS	2014-06-04
334	2012-01-01	STEVEN HICKS
334	2011-01-01	STEVEN HICKS

Plan Statistics for ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2014: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 14
Total of all active and inactive participants 2014-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 50
Number of participants with account balances 2014-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
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 21
Total of all active and inactive participants 2013-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 52
Number of participants with account balances 2013-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
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 16
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 34
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 18
Total of all active and inactive participants 2011-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 52
Number of participants with account balances 2011-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2

Measure	Date	Value
2014: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	14
Total of all active and inactive participants	2014-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	50
Number of participants with account balances	2014-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
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	21
Total of all active and inactive participants	2013-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	52
Number of participants with account balances	2013-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
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	16
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	34
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	18
Total of all active and inactive participants	2011-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	52
Number of participants with account balances	2011-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2

Financial Data on ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN

Measure	Date	Value
2014 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,318,076
Expenses. Total of all expenses incurred	2014-12-31	$644,995
Benefits paid (including direct rollovers)	2014-12-31	$618,426
Total plan assets at end of year	2014-12-31	$20,415,717
Total plan assets at beginning of year	2014-12-31	$19,742,636
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$153,842
Expenses. Other expenses not covered elsewhere	2014-12-31	$10,400
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$889,722
Net income (gross income less expenses)	2014-12-31	$673,081
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$20,415,717
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$19,742,636
Total contributions received or receivable from employer(s)	2014-12-31	$274,512
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,169
2013 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,264,719
Expenses. Total of all expenses incurred	2013-12-31	$603,439
Benefits paid (including direct rollovers)	2013-12-31	$578,236
Total plan assets at end of year	2013-12-31	$19,742,636
Total plan assets at beginning of year	2013-12-31	$18,081,356
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$143,605
Expenses. Other expenses not covered elsewhere	2013-12-31	$10,040
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,882,183
Net income (gross income less expenses)	2013-12-31	$1,661,280
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$19,742,636
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$18,081,356
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$61,320
Total contributions received or receivable from employer(s)	2013-12-31	$238,931
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,163
2012 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,879,271
Expenses. Total of all expenses incurred	2012-12-31	$258,081
Benefits paid (including direct rollovers)	2012-12-31	$233,850
Total plan assets at end of year	2012-12-31	$18,081,356
Total plan assets at beginning of year	2012-12-31	$16,460,166
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$145,691
Expenses. Other expenses not covered elsewhere	2012-12-31	$24,231
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$1,473,096
Net income (gross income less expenses)	2012-12-31	$1,621,190
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$18,081,356
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$16,460,166
Total contributions received or receivable from employer(s)	2012-12-31	$260,484
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$434,147
Expenses. Total of all expenses incurred	2011-12-31	$366,440
Benefits paid (including direct rollovers)	2011-12-31	$364,886
Total plan assets at end of year	2011-12-31	$16,460,166
Total plan assets at beginning of year	2011-12-31	$16,392,459
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$151,524
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$1,425
Net income (gross income less expenses)	2011-12-31	$67,707
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$16,460,166
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$16,392,459
Total contributions received or receivable from employer(s)	2011-12-31	$281,198
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,554

Form 5500 Responses for ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN

2014: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	3
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $117
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $117
Insurance broker organization code?	3
Insurance broker name	BENJAMIN WOZNIAK

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

904119

Policy instance

Insurance contract or identification number	904119
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	3
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $117
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $117
Insurance broker organization code?	3
Insurance broker name	BENJAMIN WOZNIAK

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

904119

Policy instance

Insurance contract or identification number	904119
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	3
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $117
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $117
Insurance broker name	BENJAMIN WOZNIAK

Potentially related plans

ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN [EIN = 363263077]

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Company Name:	ITASCA CONSTRUCTION ASSOCIATES, INC.
Employer identification number (EIN):	363107705
NAIC Classification:	236200

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1983-11-28
Company Identification Number:	G72387
Legal Registered Office Address:	6420 CONGRESS AVENUE BOCA RATON 33487