401k Plan data: INDIVIDUAL ADVOCACY GROUP 401(K) plan

INDIVIDUAL ADVOCACY GROUP 401(K) 401k Plan overview

Plan Name	INDIVIDUAL ADVOCACY GROUP 401(K)
Plan identification number	001

INDIVIDUAL ADVOCACY GROUP 401(K) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

INDIVIDUAL ADVOCACY GROUP has sponsored the creation of one or more 401k plans.

Company Name: INDIVIDUAL ADVOCACY GROUP

Employer identification number (EIN): 364057568

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIVIDUAL ADVOCACY GROUP 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01 KATHLEEN BRESNAHAN 2022-04-14
001 2020-07-01 KATHLEEN BRESNAHAN 2022-04-14
001 2019-07-01
001 2018-07-01
001 2018-07-01
001 2018-02-01 KATHLEEN BRESNAHAN

Plan Statistics for INDIVIDUAL ADVOCACY GROUP 401(K)

401k plan membership statisitcs for INDIVIDUAL ADVOCACY GROUP 401(K)

Measure Date Value
2022: INDIVIDUAL ADVOCACY GROUP 401(K) 2022 401k membership
Total participants, beginning-of-year 2022-07-01 503
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 441
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 91
Total of all active and inactive participants 2022-07-01 532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 1
Total participants 2022-07-01 533
Number of participants with account balances 2022-07-01 460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: INDIVIDUAL ADVOCACY GROUP 401(K) 2021 401k membership
Total participants, beginning-of-year 2021-07-01 662
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 433
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 65
Total of all active and inactive participants 2021-07-01 498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 498
Number of participants with account balances 2021-07-01 421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: INDIVIDUAL ADVOCACY GROUP 401(K) 2020 401k membership
Total participants, beginning-of-year 2020-07-01 608
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 449
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 205
Total of all active and inactive participants 2020-07-01 654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 654
Number of participants with account balances 2020-07-01 568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: INDIVIDUAL ADVOCACY GROUP 401(K) 2019 401k membership
Total participants, beginning-of-year 2019-07-01 563
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 484
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 119
Total of all active and inactive participants 2019-07-01 603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 603
Number of participants with account balances 2019-07-01 503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: INDIVIDUAL ADVOCACY GROUP 401(K) 2018 401k membership
Total participants, beginning-of-year 2018-07-01 440
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 495
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 69
Total of all active and inactive participants 2018-07-01 564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 564
Number of participants with account balances 2018-07-01 430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
Total participants, beginning-of-year 2018-02-01 430
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 420
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 13
Total of all active and inactive participants 2018-02-01 433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 433
Number of participants with account balances 2018-02-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0

Measure	Date	Value
2022: INDIVIDUAL ADVOCACY GROUP 401(K) 2022 401k membership
Total participants, beginning-of-year	2022-07-01	503
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	441
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	91
Total of all active and inactive participants	2022-07-01	532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	1
Total participants	2022-07-01	533
Number of participants with account balances	2022-07-01	460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: INDIVIDUAL ADVOCACY GROUP 401(K) 2021 401k membership
Total participants, beginning-of-year	2021-07-01	662
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	433
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	65
Total of all active and inactive participants	2021-07-01	498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	498
Number of participants with account balances	2021-07-01	421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: INDIVIDUAL ADVOCACY GROUP 401(K) 2020 401k membership
Total participants, beginning-of-year	2020-07-01	608
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	449
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	205
Total of all active and inactive participants	2020-07-01	654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	654
Number of participants with account balances	2020-07-01	568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: INDIVIDUAL ADVOCACY GROUP 401(K) 2019 401k membership
Total participants, beginning-of-year	2019-07-01	563
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	484
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	119
Total of all active and inactive participants	2019-07-01	603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	603
Number of participants with account balances	2019-07-01	503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: INDIVIDUAL ADVOCACY GROUP 401(K) 2018 401k membership
Total participants, beginning-of-year	2018-07-01	440
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	495
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	69
Total of all active and inactive participants	2018-07-01	564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	564
Number of participants with account balances	2018-07-01	430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
Total participants, beginning-of-year	2018-02-01	430
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	420
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	13
Total of all active and inactive participants	2018-02-01	433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	433
Number of participants with account balances	2018-02-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0

Financial Data on INDIVIDUAL ADVOCACY GROUP 401(K)

Measure	Date	Value
2023 : INDIVIDUAL ADVOCACY GROUP 401(K) 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total transfer of assets to this plan	2023-06-30	$0
Total transfer of assets from this plan	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$1,155,914
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$411,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$394,044
Expenses. Certain deemed distributions of participant loans	2023-06-30	$3,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$921,130
Value of total assets at end of year	2023-06-30	$2,395,601
Value of total assets at beginning of year	2023-06-30	$1,650,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$13,495
Total interest from all sources	2023-06-30	$3,415
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$41,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$41,048
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$166,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$920,104
Participant contributions at end of year	2023-06-30	$79,822
Participant contributions at beginning of year	2023-06-30	$57,918
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$1,026
Administrative expenses (other) incurred	2023-06-30	$13,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$744,664
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$2,395,601
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$1,650,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$2,314,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$1,592,400
Interest on participant loans	2023-06-30	$3,415
Value of interest in common/collective trusts at end of year	2023-06-30	$833
Value of interest in common/collective trusts at beginning of year	2023-06-30	$619
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$190,305
Net investment gain or loss from common/collective trusts	2023-06-30	$16
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$394,044
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	SIKICH LLP
Accountancy firm EIN	2023-06-30	363168081
2022 : INDIVIDUAL ADVOCACY GROUP 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$497,131
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$461,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$438,919
Expenses. Certain deemed distributions of participant loans	2022-06-30	$2,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$766,809
Value of total assets at end of year	2022-06-30	$1,650,937
Value of total assets at beginning of year	2022-06-30	$1,615,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$20,005
Total interest from all sources	2022-06-30	$1,658
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$38,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$38,410
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$162,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$754,128
Participant contributions at end of year	2022-06-30	$57,918
Participant contributions at beginning of year	2022-06-30	$30,531
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$12,681
Administrative expenses (other) incurred	2022-06-30	$20,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$35,880
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$1,650,937
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$1,615,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$1,592,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$1,583,811
Interest on participant loans	2022-06-30	$1,658
Value of interest in common/collective trusts at end of year	2022-06-30	$619
Value of interest in common/collective trusts at beginning of year	2022-06-30	$715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-309,757
Net investment gain or loss from common/collective trusts	2022-06-30	$11
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$438,919
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	SIKICH LLP
Accountancy firm EIN	2022-06-30	363168081
2021 : INDIVIDUAL ADVOCACY GROUP 401(K) 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total transfer of assets to this plan	2021-06-30	$0
Total transfer of assets from this plan	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$925,341
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$217,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$206,394
Expenses. Certain deemed distributions of participant loans	2021-06-30	$4,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$605,624
Value of total assets at end of year	2021-06-30	$1,615,057
Value of total assets at beginning of year	2021-06-30	$907,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$6,513
Total interest from all sources	2021-06-30	$1,068
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$28,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$28,355
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$91,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$605,624
Participant contributions at end of year	2021-06-30	$30,531
Participant contributions at beginning of year	2021-06-30	$17,513
Administrative expenses (other) incurred	2021-06-30	$6,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$707,663
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$1,615,057
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$907,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$1,583,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$889,278
Interest on participant loans	2021-06-30	$1,068
Value of interest in common/collective trusts at end of year	2021-06-30	$715
Value of interest in common/collective trusts at beginning of year	2021-06-30	$603
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$290,284
Net investment gain or loss from common/collective trusts	2021-06-30	$10
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$206,394
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	SIKICH LLP
Accountancy firm EIN	2021-06-30	363168081
2020 : INDIVIDUAL ADVOCACY GROUP 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$0
Total transfer of assets from this plan	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$525,772
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$83,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$78,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$495,131
Value of total assets at end of year	2020-06-30	$907,394
Value of total assets at beginning of year	2020-06-30	$464,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$5,174
Total interest from all sources	2020-06-30	$521
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$16,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$16,728
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$47,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$495,131
Participant contributions at end of year	2020-06-30	$17,513
Participant contributions at beginning of year	2020-06-30	$2,500
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$17,148
Administrative expenses (other) incurred	2020-06-30	$5,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$442,543
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$907,394
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$464,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$889,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$444,778
Interest on participant loans	2020-06-30	$521
Value of interest in common/collective trusts at end of year	2020-06-30	$603
Value of interest in common/collective trusts at beginning of year	2020-06-30	$425
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$13,379
Net investment gain or loss from common/collective trusts	2020-06-30	$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$78,055
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	SIKICH LLP
Accountancy firm EIN	2020-06-30	363168081
2019 : INDIVIDUAL ADVOCACY GROUP 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	2019-06-30	$0
Total transfer of assets from this plan	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$414,864
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$46,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$45,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$389,279
Value of total assets at end of year	2019-06-30	$464,851
Value of total assets at beginning of year	2019-06-30	$96,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$980
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$7,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$7,593
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$9,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$389,279
Participant contributions at end of year	2019-06-30	$2,500
Participant contributions at end of year	2019-06-30	$17,148
Participant contributions at beginning of year	2019-06-30	$13,489
Administrative expenses (other) incurred	2019-06-30	$980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$368,821
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$464,851
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$96,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$444,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$82,211
Value of interest in common/collective trusts at end of year	2019-06-30	$425
Value of interest in common/collective trusts at beginning of year	2019-06-30	$330
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$17,968
Net investment gain or loss from common/collective trusts	2019-06-30	$24
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$45,063
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	SIKICH LLP
Accountancy firm EIN	2019-06-30	363168081
2018 : INDIVIDUAL ADVOCACY GROUP 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$0
Total transfer of assets from this plan	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$96,030
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$96,315
Value of total assets at end of year	2018-06-30	$96,030
Value of total assets at beginning of year	2018-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$0
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$34
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$34
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$100,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$96,315
Participant contributions at end of year	2018-06-30	$13,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$96,030
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$96,030
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$82,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$0
Value of interest in common/collective trusts at end of year	2018-06-30	$330
Value of interest in common/collective trusts at beginning of year	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$-320
Net investment gain or loss from common/collective trusts	2018-06-30	$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SIKISH LLP
Accountancy firm EIN	2018-06-30	363168081

Form 5500 Responses for INDIVIDUAL ADVOCACY GROUP 401(K)

2022: INDIVIDUAL ADVOCACY GROUP 401(K) 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: INDIVIDUAL ADVOCACY GROUP 401(K) 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: INDIVIDUAL ADVOCACY GROUP 401(K) 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	Yes
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: INDIVIDUAL ADVOCACY GROUP 401(K) 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: INDIVIDUAL ADVOCACY GROUP 401(K) 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	First time form 5500 has been submitted	Yes
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INDIVIDUAL ADVOCACY GROUP
Employer identification number (EIN):	364057568
NAIC Classification:	624100
NAIC Description:	Individual and Family Services