Logo

INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameINSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN
Plan identification number 001

INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSTRUMENT DEVELOPMENT CO., LLC has sponsored the creation of one or more 401k plans.

Company Name:INSTRUMENT DEVELOPMENT CO., LLC
Employer identification number (EIN):391585181
NAIC Classification:331110
NAIC Description:Iron and Steel Mills and Ferroalloy Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BEN PETERSON
0012023-01-01
0012023-01-01LAURA CLARK
0012022-01-01
0012022-01-01KRISTI BLISS
0012021-01-01
0012021-01-01KRISTI BLISS
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TOM HUPPERTZ
0012016-01-01PATTI ANDERSON
0012015-01-01PATTI ANDERSON
0012014-01-01PATTI ANDERSON2015-10-12 PATTI ANDERSON2015-10-12
0012013-01-01DEAN BECK
0012012-01-01MATT BUHR
0012011-01-01MATT BUHR2012-05-21
0012010-01-01MATT BUHR2011-05-19

Financial Data on INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$3,453,664
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$839,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$759,922
Value of total corrective distributions2023-12-31$10,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,881,990
Value of total assets at end of year2023-12-31$11,347,621
Value of total assets at beginning of year2023-12-31$8,733,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$69,816
Total interest from all sources2023-12-31$7,080
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$34,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$34,080
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$300,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,066,967
Participant contributions at end of year2023-12-31$117,208
Participant contributions at beginning of year2023-12-31$80,911
Participant contributions at end of year2023-12-31$11,659
Participant contributions at beginning of year2023-12-31$9,888
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$25,150
Other income not declared elsewhere2023-12-31$602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,613,779
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,347,621
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,733,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,375,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,654,276
Value of interest in pooled separate accounts at end of year2023-12-31$7,116,000
Value of interest in pooled separate accounts at beginning of year2023-12-31$5,164,074
Interest on participant loans2023-12-31$7,080
Value of interest in common/collective trusts at end of year2023-12-31$248,742
Value of interest in common/collective trusts at beginning of year2023-12-31$236,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$601,235
Net investment gain/loss from pooled separate accounts2023-12-31$918,588
Net investment gain or loss from common/collective trusts2023-12-31$10,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$789,873
Employer contributions (assets) at end of year2023-12-31$478,549
Employer contributions (assets) at beginning of year2023-12-31$588,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$759,922
Contract administrator fees2023-12-31$69,816
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RSM US LLP
Accountancy firm EIN2023-12-31420714325
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,453,664
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$839,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$759,922
Value of total corrective distributions2023-01-01$10,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,881,990
Value of total assets at end of year2023-01-01$11,347,621
Value of total assets at beginning of year2023-01-01$8,733,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$69,816
Total interest from all sources2023-01-01$7,080
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$34,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$34,080
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$300,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,066,967
Participant contributions at end of year2023-01-01$117,208
Participant contributions at beginning of year2023-01-01$80,911
Participant contributions at end of year2023-01-01$11,659
Participant contributions at beginning of year2023-01-01$9,888
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$25,150
Other income not declared elsewhere2023-01-01$602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,613,779
Value of net assets at end of year (total assets less liabilities)2023-01-01$11,347,621
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$8,733,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$3,375,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$2,654,276
Value of interest in pooled separate accounts at end of year2023-01-01$7,116,000
Value of interest in pooled separate accounts at beginning of year2023-01-01$5,164,074
Interest on participant loans2023-01-01$7,080
Value of interest in common/collective trusts at end of year2023-01-01$248,742
Value of interest in common/collective trusts at beginning of year2023-01-01$236,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$601,235
Net investment gain/loss from pooled separate accounts2023-01-01$918,588
Net investment gain or loss from common/collective trusts2023-01-01$10,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$789,873
Employer contributions (assets) at end of year2023-01-01$478,549
Employer contributions (assets) at beginning of year2023-01-01$588,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$759,922
Contract administrator fees2023-01-01$69,816
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01RSM US LLP
Accountancy firm EIN2023-01-01420714325
2022 : INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$246,732
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$553,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$489,800
Value of total corrective distributions2022-12-31$5,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,842,970
Value of total assets at end of year2022-12-31$8,733,842
Value of total assets at beginning of year2022-12-31$9,040,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,060
Total interest from all sources2022-12-31$5,761
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$24,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$24,643
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$933,777
Participant contributions at end of year2022-12-31$80,911
Participant contributions at beginning of year2022-12-31$83,048
Participant contributions at end of year2022-12-31$9,888
Participant contributions at beginning of year2022-12-31$8,047
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$42,198
Other income not declared elsewhere2022-12-31$623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-306,280
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,733,842
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,040,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,654,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,189,693
Value of interest in pooled separate accounts at end of year2022-12-31$5,164,074
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,058,435
Interest on participant loans2022-12-31$5,761
Value of interest in common/collective trusts at end of year2022-12-31$236,164
Value of interest in common/collective trusts at beginning of year2022-12-31$69,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-697,545
Net investment gain/loss from pooled separate accounts2022-12-31$-930,869
Net investment gain or loss from common/collective trusts2022-12-31$1,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$866,995
Employer contributions (assets) at end of year2022-12-31$588,529
Employer contributions (assets) at beginning of year2022-12-31$631,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$489,800
Contract administrator fees2022-12-31$58,060
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$246,732
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$553,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$489,800
Value of total corrective distributions2022-01-01$5,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,842,970
Value of total assets at end of year2022-01-01$8,733,842
Value of total assets at beginning of year2022-01-01$9,040,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$58,060
Total interest from all sources2022-01-01$5,761
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$24,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$24,643
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$300,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$933,777
Participant contributions at end of year2022-01-01$80,911
Participant contributions at beginning of year2022-01-01$83,048
Participant contributions at end of year2022-01-01$9,888
Participant contributions at beginning of year2022-01-01$8,047
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$42,198
Other income not declared elsewhere2022-01-01$623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-306,280
Value of net assets at end of year (total assets less liabilities)2022-01-01$8,733,842
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$9,040,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$2,654,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$3,189,693
Value of interest in pooled separate accounts at end of year2022-01-01$5,164,074
Value of interest in pooled separate accounts at beginning of year2022-01-01$5,058,435
Interest on participant loans2022-01-01$5,761
Value of interest in common/collective trusts at end of year2022-01-01$236,164
Value of interest in common/collective trusts at beginning of year2022-01-01$69,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-697,545
Net investment gain/loss from pooled separate accounts2022-01-01$-930,869
Net investment gain or loss from common/collective trusts2022-01-01$1,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$866,995
Employer contributions (assets) at end of year2022-01-01$588,529
Employer contributions (assets) at beginning of year2022-01-01$631,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$489,800
Contract administrator fees2022-01-01$58,060
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01RSM US LLP
Accountancy firm EIN2022-01-01420714325
2021 : INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$3,615,478
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$2,699,492
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$451,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$400,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,714,332
Value of total assets at end of year2021-12-31$9,040,122
Value of total assets at beginning of year2021-12-31$3,176,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,604
Total interest from all sources2021-12-31$5,413
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$20,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$20,420
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$768,224
Participant contributions at end of year2021-12-31$83,048
Participant contributions at beginning of year2021-12-31$2,862
Participant contributions at end of year2021-12-31$8,047
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$78,749
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$6,031
Other income not declared elsewhere2021-12-31$507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,248,320
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,040,122
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,176,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,189,693
Value of interest in pooled separate accounts at end of year2021-12-31$5,058,435
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,111,169
Interest on participant loans2021-12-31$5,413
Value of interest in common/collective trusts at end of year2021-12-31$69,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$62,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$395,076
Net investment gain/loss from pooled separate accounts2021-12-31$562,801
Net investment gain or loss from common/collective trusts2021-12-31$943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$867,359
Employer contributions (assets) at end of year2021-12-31$631,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$394,537
Contract administrator fees2021-12-31$50,604
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$743,569
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$100,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$91,286
Expenses. Certain deemed distributions of participant loans2020-12-31$8,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$262,467
Value of total assets at end of year2020-12-31$3,176,324
Value of total assets at beginning of year2020-12-31$2,532,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$375
Total interest from all sources2020-12-31$291
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$261,422
Participant contributions at end of year2020-12-31$2,862
Participant contributions at beginning of year2020-12-31$13,022
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,045
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$643,501
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,176,324
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,532,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$3,111,169
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,458,124
Interest on participant loans2020-12-31$291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$62,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$61,677
Net investment gain/loss from pooled separate accounts2020-12-31$480,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$91,286
Contract administrator fees2020-12-31$375
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI, LLP
Accountancy firm EIN2020-12-31390758449
2019 : INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,065
Total income from all sources (including contributions)2019-12-31$1,062,146
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$245,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$235,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$696,190
Value of total assets at end of year2019-12-31$2,532,823
Value of total assets at beginning of year2019-12-31$1,717,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,695
Total interest from all sources2019-12-31$1,112
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$167,361
Participant contributions at end of year2019-12-31$13,022
Participant contributions at beginning of year2019-12-31$48,765
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$528,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,065
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$816,376
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,532,823
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,716,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,668,568
Value of interest in pooled separate accounts at end of year2019-12-31$2,458,124
Interest on participant loans2019-12-31$1,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$61,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$364,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$235,075
Contract administrator fees2019-12-31$10,695
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
2018 : INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,784
Total income from all sources (including contributions)2018-12-31$3,813
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$210,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$192,998
Value of total corrective distributions2018-12-31$2,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$95,552
Value of total assets at end of year2018-12-31$1,717,512
Value of total assets at beginning of year2018-12-31$1,930,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,562
Total interest from all sources2018-12-31$3,219
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$39,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$39,455
Administrative expenses professional fees incurred2018-12-31$14,562
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$95,552
Participant contributions at end of year2018-12-31$48,765
Participant contributions at beginning of year2018-12-31$36,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$7,784
Other income not declared elsewhere2018-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-206,294
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,716,447
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,922,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,668,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,893,457
Interest on participant loans2018-12-31$3,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-134,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$192,998
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,766
Total income from all sources (including contributions)2017-12-31$358,846
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$70,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$57,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$89,798
Value of total assets at end of year2017-12-31$1,930,525
Value of total assets at beginning of year2017-12-31$1,642,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,518
Total interest from all sources2017-12-31$2,744
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$35,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$35,145
Administrative expenses professional fees incurred2017-12-31$2,450
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$89,798
Participant contributions at end of year2017-12-31$36,959
Participant contributions at beginning of year2017-12-31$43,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$7,766
Other income not declared elsewhere2017-12-31$220
Administrative expenses (other) incurred2017-12-31$11,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$287,869
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,922,741
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,634,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,893,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,599,207
Interest on participant loans2017-12-31$2,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$41
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$41
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$230,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$57,459
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI, LLP
Accountancy firm EIN2017-12-31390758449
2016 : INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,766
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$252,716
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$201,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$187,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$119,965
Value of total assets at end of year2016-12-31$1,642,638
Value of total assets at beginning of year2016-12-31$1,583,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,796
Total interest from all sources2016-12-31$3,043
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$30,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$30,715
Administrative expenses professional fees incurred2016-12-31$2,665
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$96,462
Participant contributions at end of year2016-12-31$43,390
Participant contributions at beginning of year2016-12-31$49,524
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$7,766
Other income not declared elsewhere2016-12-31$268
Administrative expenses (other) incurred2016-12-31$11,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$51,141
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,634,872
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,583,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,599,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,534,163
Interest on participant loans2016-12-31$3,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$41
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$44
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$44
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$98,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$187,779
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$81,778
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$136,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$123,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$96,225
Value of total assets at end of year2015-12-31$1,583,731
Value of total assets at beginning of year2015-12-31$1,638,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,186
Total interest from all sources2015-12-31$3,323
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$30,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$30,585
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$96,225
Participant contributions at end of year2015-12-31$49,524
Participant contributions at beginning of year2015-12-31$51,727
Other income not declared elsewhere2015-12-31$172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-54,418
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,583,731
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,638,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,534,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,585,454
Interest on participant loans2015-12-31$3,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$44
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-48,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$123,010
Contract administrator fees2015-12-31$13,186
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$202,878
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$239,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$225,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$93,093
Value of total assets at end of year2014-12-31$1,638,149
Value of total assets at beginning of year2014-12-31$1,674,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,588
Total interest from all sources2014-12-31$3,685
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$29,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$29,475
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$93,093
Participant contributions at end of year2014-12-31$51,727
Participant contributions at beginning of year2014-12-31$65,351
Participant contributions at beginning of year2014-12-31$3,356
Other income not declared elsewhere2014-12-31$148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-36,673
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,638,149
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,674,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,585,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,605,172
Interest on participant loans2014-12-31$3,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$76,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$225,963
Contract administrator fees2014-12-31$13,588
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$400,281
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$209,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$197,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$144,266
Value of total assets at end of year2013-12-31$1,674,822
Value of total assets at beginning of year2013-12-31$1,484,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,490
Total interest from all sources2013-12-31$3,220
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$29,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$29,364
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$109,172
Participant contributions at end of year2013-12-31$65,351
Participant contributions at beginning of year2013-12-31$52,097
Participant contributions at end of year2013-12-31$3,356
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$35,094
Other income not declared elsewhere2013-12-31$259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$190,744
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,674,822
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,484,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,605,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,430,893
Interest on participant loans2013-12-31$3,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$223,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$197,047
Contract administrator fees2013-12-31$12,490
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$318,464
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$104,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$94,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$161,014
Value of total assets at end of year2012-12-31$1,484,078
Value of total assets at beginning of year2012-12-31$1,269,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,004
Total interest from all sources2012-12-31$3,558
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$37,677
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$37,677
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$129,789
Participant contributions at end of year2012-12-31$52,097
Participant contributions at beginning of year2012-12-31$56,488
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$31,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$214,154
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,484,078
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,269,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,430,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,189,402
Interest on participant loans2012-12-31$3,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$24,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$24,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$116,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$94,306
Contract administrator fees2012-12-31$10,004
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449

Form 5500 Responses for INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN

2023: INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSTRUMENT DEVELOPMENT CORP. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number471259
Policy instance 1
Insurance contract or identification number471259
Number of Individuals Covered348
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number471259
Policy instance 1
Insurance contract or identification number471259
Number of Individuals Covered324
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number471259
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C852
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C857
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81C857
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1