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INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameINTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

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

INTEGRATED DATA STORAGE, LLC has sponsored the creation of one or more 401k plans.

Company Name:INTEGRATED DATA STORAGE, LLC
Employer identification number (EIN):412026236
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01MATTHEW MASSICK
0012017-01-01AMY LAMBOLEY
0012016-01-01AMY LAMBOLEY
0012015-01-01AMY LAMBOLEY
0012014-01-01AMY LAMBOLEY
0012013-01-01AMY LAMBOLEY2014-10-10 AMY LAMBOLEY2014-10-10
0012012-01-01AMY LAMBOLEY2014-04-03 AMY LAMBOLEY2014-04-03
0012011-01-01AMY LAMBOLEY2012-10-12 AMY LAMBOLEY2012-10-12
0012010-01-01AMY LAMBOLEY2011-10-13 AMY LAMBOLEY2011-10-13

Plan Statistics for INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0156
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0174
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0156
Number of participants with account balances2017-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0181
Total number of active participants reported on line 7a of the Form 55002016-01-0158
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0176
Number of participants with account balances2016-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0168
Total number of active participants reported on line 7a of the Form 55002015-01-0146
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0160
Number of participants with account balances2015-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0133
Total number of active participants reported on line 7a of the Form 55002014-01-0153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0168
Number of participants with account balances2014-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018 : INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$42,129
Expenses. Total of all expenses incurred2018-12-31$1,692,362
Benefits paid (including direct rollovers)2018-12-31$1,684,912
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$1,650,233
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$42,129
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,650,233
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,650,233
Assets. Value of participant loans2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$749,293
Expenses. Total of all expenses incurred2017-12-31$842,173
Benefits paid (including direct rollovers)2017-12-31$839,228
Total plan assets at end of year2017-12-31$1,650,233
Total plan assets at beginning of year2017-12-31$1,743,113
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$329,979
Contributions received from other sources (not participants or employers)2017-12-31$11,618
Other income received2017-12-31$231,469
Net income (gross income less expenses)2017-12-31$-92,880
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,650,233
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,743,113
Assets. Value of participant loans2017-12-31$5,616
Total contributions received or receivable from employer(s)2017-12-31$176,227
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,945
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$938,682
Expenses. Total of all expenses incurred2016-12-31$273,804
Benefits paid (including direct rollovers)2016-12-31$271,989
Total plan assets at end of year2016-12-31$1,743,113
Total plan assets at beginning of year2016-12-31$1,078,235
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$401,742
Contributions received from other sources (not participants or employers)2016-12-31$221,813
Other income received2016-12-31$83,892
Net income (gross income less expenses)2016-12-31$664,878
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,743,113
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,078,235
Assets. Value of participant loans2016-12-31$29,193
Total contributions received or receivable from employer(s)2016-12-31$231,235
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$499,799
Expenses. Total of all expenses incurred2015-12-31$195,402
Benefits paid (including direct rollovers)2015-12-31$194,602
Total plan assets at end of year2015-12-31$1,078,235
Total plan assets at beginning of year2015-12-31$773,838
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$205,132
Contributions received from other sources (not participants or employers)2015-12-31$186,231
Other income received2015-12-31$-15,341
Net income (gross income less expenses)2015-12-31$304,397
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,078,235
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$773,838
Assets. Value of participant loans2015-12-31$21,452
Total contributions received or receivable from employer(s)2015-12-31$123,777
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$258,009
Expenses. Total of all expenses incurred2014-12-31$256,948
Benefits paid (including direct rollovers)2014-12-31$256,498
Total plan assets at end of year2014-12-31$773,838
Total plan assets at beginning of year2014-12-31$772,777
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$135,762
Contributions received from other sources (not participants or employers)2014-12-31$37,223
Other income received2014-12-31$-4,726
Net income (gross income less expenses)2014-12-31$1,061
Net plan assets at end of year (total assets less liabilities)2014-12-31$773,838
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$772,777
Assets. Value of participant loans2014-12-31$9,397
Total contributions received or receivable from employer(s)2014-12-31$89,750
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2008 : INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2008 401k financial data
Total income from all sources2008-12-31$99,869
Total plan assets at end of year2008-12-31$277,254
Total plan assets at beginning of year2008-12-31$177,385
Value of fidelity bond covering the plan2008-12-31$49,218
Total contributions received or receivable from participants2008-12-31$90,186
Other income received2008-12-31$-88,798
Net income (gross income less expenses)2008-12-31$99,869
Net plan assets at end of year (total assets less liabilities)2008-12-31$277,254
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$177,385
Assets. Value of participant loans2008-12-31$5,661
Total contributions received or receivable from employer(s)2008-12-31$98,481

Form 5500 Responses for INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

2018: INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 filingYes
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTEGRATED DATA STORAGE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811268
Policy instance 1
Insurance contract or identification number811268
Number of Individuals Covered66
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $851
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $851
Insurance broker organization code?7
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA FEES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811268
Policy instance 1
Insurance contract or identification number811268
Number of Individuals Covered57
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,101
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,101
Insurance broker organization code?7
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePPG RETIREMENT PLAN SERVICES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811268
Policy instance 1
Insurance contract or identification number811268
Number of Individuals Covered51
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,340
Total amount of fees paid to insurance companyUSD $457
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,340
Insurance broker organization code?7
Amount paid for insurance broker fees457
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePPG RETIREMENT PLAN SERVICES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811268
Policy instance 1
Insurance contract or identification number811268
Number of Individuals Covered39
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,747
Total amount of fees paid to insurance companyUSD $1,561
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,747
Insurance broker organization code?7
Amount paid for insurance broker fees1250
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePPG RETIREMENT PLAN SERVICES
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91640021
Policy instance 1
Insurance contract or identification number91640021
Number of Individuals Covered9
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $228
Total amount of fees paid to insurance companyUSD $0

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