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IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameIMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

IMPACT INVESTMENT PARTNERS LLC has sponsored the creation of one or more 401k plans.

Company Name:IMPACT INVESTMENT PARTNERS LLC
Employer identification number (EIN):452632050
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Additional information about IMPACT INVESTMENT PARTNERS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4926629

More information about IMPACT INVESTMENT PARTNERS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01ANGELO CALVELLO
0012014-01-01ANGELO CALVELLO
0012013-01-01ANGELO CALVELLO
0012012-01-01IMPACT INVESTMENT PARTNERS LLC
0012011-01-01IMPACT INVESTMENTS PARTNERS LL

Plan Statistics for IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015 : IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-04-08$0
Total plan liabilities at end of year2015-04-08$0
Total plan liabilities at beginning of year2015-04-08$0
Total income from all sources2015-04-08$26,104
Expenses. Total of all expenses incurred2015-04-08$369,680
Benefits paid (including direct rollovers)2015-04-08$369,680
Total plan assets at end of year2015-04-08$0
Total plan assets at beginning of year2015-04-08$343,576
Value of fidelity bond covering the plan2015-04-08$0
Total contributions received or receivable from participants2015-04-08$10,500
Expenses. Other expenses not covered elsewhere2015-04-08$0
Contributions received from other sources (not participants or employers)2015-04-08$0
Other income received2015-04-08$11,854
Net income (gross income less expenses)2015-04-08$-343,576
Net plan assets at end of year (total assets less liabilities)2015-04-08$0
Net plan assets at beginning of year (total assets less liabilities)2015-04-08$343,576
Total contributions received or receivable from employer(s)2015-04-08$3,750
Value of certain deemed distributions of participant loans2015-04-08$0
Value of corrective distributions2015-04-08$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-04-08$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-08$0
Funding deficiency by the employer to the plan for this plan year2015-04-08$0
Minimum employer required contribution for this plan year2015-04-08$0
Amount contributed by the employer to the plan for this plan year2015-04-08$0
2014 : IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$93,298
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$343,576
Total plan assets at beginning of year2014-12-31$250,278
Value of fidelity bond covering the plan2014-12-31$0
Total contributions received or receivable from participants2014-12-31$37,711
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$33,981
Net income (gross income less expenses)2014-12-31$93,298
Net plan assets at end of year (total assets less liabilities)2014-12-31$343,576
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$250,278
Total contributions received or receivable from employer(s)2014-12-31$21,606
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$172,410
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$250,278
Total plan assets at beginning of year2013-12-31$77,868
Value of fidelity bond covering the plan2013-12-31$0
Total contributions received or receivable from participants2013-12-31$39,250
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$71,736
Other income received2013-12-31$37,049
Net income (gross income less expenses)2013-12-31$172,410
Net plan assets at end of year (total assets less liabilities)2013-12-31$250,278
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$77,868
Total contributions received or receivable from employer(s)2013-12-31$24,375
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$62,799
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$77,868
Total plan assets at beginning of year2012-12-31$15,069
Value of fidelity bond covering the plan2012-12-31$0
Total contributions received or receivable from participants2012-12-31$36,750
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$4,674
Net income (gross income less expenses)2012-12-31$62,799
Net plan assets at end of year (total assets less liabilities)2012-12-31$77,868
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$15,069
Total contributions received or receivable from employer(s)2012-12-31$21,375
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$15,069
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$15,069
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$0
Total contributions received or receivable from participants2011-12-31$13,250
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$27
Net income (gross income less expenses)2011-12-31$15,069
Net plan assets at end of year (total assets less liabilities)2011-12-31$15,069
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$1,792
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0

Form 5500 Responses for IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

2015: IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 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: IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 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
2011: IMPACT INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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