401k Plan data: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN plan

INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 401k Plan overview

Plan Name	INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN
Plan identification number	001

INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

INFINITY BENEFIT SOLUTIONS INC. has sponsored the creation of one or more 401k plans.

Company Name: INFINITY BENEFIT SOLUTIONS INC.

Employer identification number (EIN): 460991049

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2016-07-01 PAMELA C. DIX PAMELA C. DIX 2018-04-12
001 2016-07-01
001 2015-07-01 PAM DIX PAM DIX 2017-04-18
001 2015-07-01 PAMELA C. DIX PAMELA C. DIX 2017-11-07
001 2014-07-01 PAMELA C. DIX PAMELA C. DIX 2016-09-20
001 2013-07-01 PAMELA C. DIX PAMELA C. DIX 2015-04-09
001 2012-09-11 PAMELA C. DIX PAMELA C. DIX 2014-03-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2016-07-01	PAMELA C. DIX	PAMELA C. DIX	2018-04-12
001	2016-07-01
001	2015-07-01	PAM DIX	PAM DIX	2017-04-18
001	2015-07-01	PAMELA C. DIX	PAMELA C. DIX	2017-11-07
001	2014-07-01	PAMELA C. DIX	PAMELA C. DIX	2016-09-20
001	2013-07-01	PAMELA C. DIX	PAMELA C. DIX	2015-04-09
001	2012-09-11	PAMELA C. DIX	PAMELA C. DIX	2014-03-27

Plan Statistics for INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN

401k plan membership statisitcs for INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN

Measure Date Value
2022: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 16
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 0
Total of all active and inactive participants 2022-07-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 16
Number of participants with account balances 2022-07-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 11
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 11
Number of participants with account balances 2021-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 14
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 14
Number of participants with account balances 2020-07-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 14
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 14
Number of participants with account balances 2019-07-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 15
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 15
Number of participants with account balances 2018-07-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2016: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 11
Number of retired or separated participants receiving benefits 2016-07-01 4
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 15
Number of participants with account balances 2016-07-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 13
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 13
Number of participants with account balances 2015-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 11
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 4
Total of all active and inactive participants 2014-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 15
Number of participants with account balances 2014-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 14
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 14
Number of participants with account balances 2013-07-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-11 0
Total number of active participants reported on line 7a of the Form 5500 2012-09-11 2
Number of retired or separated participants receiving benefits 2012-09-11 0
Number of other retired or separated participants entitled to future benefits 2012-09-11 0
Total of all active and inactive participants 2012-09-11 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-11 0
Total participants 2012-09-11 2
Number of participants with account balances 2012-09-11 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-11 0

Measure	Date	Value
2022: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	16
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	0
Total of all active and inactive participants	2022-07-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	16
Number of participants with account balances	2022-07-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	11
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	11
Number of participants with account balances	2021-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	14
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	14
Number of participants with account balances	2020-07-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	14
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	14
Number of participants with account balances	2019-07-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	15
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	15
Number of participants with account balances	2018-07-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2016: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	11
Number of retired or separated participants receiving benefits	2016-07-01	4
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	15
Number of participants with account balances	2016-07-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	13
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	13
Number of participants with account balances	2015-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	11
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	4
Total of all active and inactive participants	2014-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	15
Number of participants with account balances	2014-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	14
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	14
Number of participants with account balances	2013-07-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-11	0
Total number of active participants reported on line 7a of the Form 5500	2012-09-11	2
Number of retired or separated participants receiving benefits	2012-09-11	0
Number of other retired or separated participants entitled to future benefits	2012-09-11	0
Total of all active and inactive participants	2012-09-11	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-11	0
Total participants	2012-09-11	2
Number of participants with account balances	2012-09-11	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-11	0

Financial Data on INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN

Measure	Date	Value
2023 : INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-06-30	$0
Total plan liabilities at beginning of year	2023-06-30	$0
Total income from all sources	2023-06-30	$-141,830
Expenses. Total of all expenses incurred	2023-06-30	$362
Benefits paid (including direct rollovers)	2023-06-30	$312
Total plan assets at end of year	2023-06-30	$1,310,348
Total plan assets at beginning of year	2023-06-30	$1,452,540
Value of fidelity bond covering the plan	2023-06-30	$25,000
Total contributions received or receivable from participants	2023-06-30	$41,408
Expenses. Other expenses not covered elsewhere	2023-06-30	$50
Contributions received from other sources (not participants or employers)	2023-06-30	$0
Other income received	2023-06-30	$-183,238
Noncash contributions received	2023-06-30	$0
Net income (gross income less expenses)	2023-06-30	$-142,192
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$1,310,348
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$1,452,540
Assets. Value of employer securities	2023-06-30	$918,910
Total contributions received or receivable from employer(s)	2023-06-30	$0
Value of certain deemed distributions of participant loans	2023-06-30	$0
Value of corrective distributions	2023-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$0
2022 : INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-06-30	$0
Total plan liabilities at beginning of year	2022-06-30	$0
Total income from all sources	2022-06-30	$306,277
Expenses. Total of all expenses incurred	2022-06-30	$0
Benefits paid (including direct rollovers)	2022-06-30	$0
Total plan assets at end of year	2022-06-30	$1,452,540
Total plan assets at beginning of year	2022-06-30	$1,146,263
Value of fidelity bond covering the plan	2022-06-30	$25,000
Total contributions received or receivable from participants	2022-06-30	$34,819
Expenses. Other expenses not covered elsewhere	2022-06-30	$0
Contributions received from other sources (not participants or employers)	2022-06-30	$0
Other income received	2022-06-30	$271,458
Noncash contributions received	2022-06-30	$0
Net income (gross income less expenses)	2022-06-30	$306,277
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$1,452,540
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$1,146,263
Assets. Value of employer securities	2022-06-30	$958,615
Total contributions received or receivable from employer(s)	2022-06-30	$0
Value of certain deemed distributions of participant loans	2022-06-30	$0
Value of corrective distributions	2022-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$0
2021 : INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-06-30	$0
Total plan liabilities at end of year	2021-06-30	$0
Total plan liabilities at beginning of year	2021-06-30	$0
Total income from all sources	2021-06-30	$-95,883
Expenses. Total of all expenses incurred	2021-06-30	$0
Benefits paid (including direct rollovers)	2021-06-30	$0
Total plan assets at end of year	2021-06-30	$1,146,263
Total plan assets at beginning of year	2021-06-30	$1,242,146
Value of fidelity bond covering the plan	2021-06-30	$25,000
Total contributions received or receivable from participants	2021-06-30	$76,597
Expenses. Other expenses not covered elsewhere	2021-06-30	$0
Contributions received from other sources (not participants or employers)	2021-06-30	$0
Other income received	2021-06-30	$-172,480
Noncash contributions received	2021-06-30	$0
Net income (gross income less expenses)	2021-06-30	$-95,883
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$1,146,263
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$1,242,146
Assets. Value of employer securities	2021-06-30	$853,585
Total contributions received or receivable from employer(s)	2021-06-30	$0
Value of certain deemed distributions of participant loans	2021-06-30	$0
Value of corrective distributions	2021-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$0
2020 : INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-06-30	$0
Total plan liabilities at end of year	2020-06-30	$0
Total plan liabilities at beginning of year	2020-06-30	$0
Total income from all sources	2020-06-30	$329,070
Expenses. Total of all expenses incurred	2020-06-30	$0
Benefits paid (including direct rollovers)	2020-06-30	$0
Total plan assets at end of year	2020-06-30	$1,242,146
Total plan assets at beginning of year	2020-06-30	$913,076
Value of fidelity bond covering the plan	2020-06-30	$25,000
Total contributions received or receivable from participants	2020-06-30	$57,961
Expenses. Other expenses not covered elsewhere	2020-06-30	$0
Contributions received from other sources (not participants or employers)	2020-06-30	$0
Other income received	2020-06-30	$271,109
Noncash contributions received	2020-06-30	$0
Net income (gross income less expenses)	2020-06-30	$329,070
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$1,242,146
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$913,076
Assets. Value of employer securities	2020-06-30	$1,026,065
Total contributions received or receivable from employer(s)	2020-06-30	$0
Value of certain deemed distributions of participant loans	2020-06-30	$0
Value of corrective distributions	2020-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$0
2019 : INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-06-30	$0
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$-274,623
Expenses. Total of all expenses incurred	2019-06-30	$135,149
Benefits paid (including direct rollovers)	2019-06-30	$135,099
Total plan assets at end of year	2019-06-30	$913,076
Total plan assets at beginning of year	2019-06-30	$1,322,848
Total contributions received or receivable from participants	2019-06-30	$0
Expenses. Other expenses not covered elsewhere	2019-06-30	$50
Contributions received from other sources (not participants or employers)	2019-06-30	$0
Other income received	2019-06-30	$-274,623
Noncash contributions received	2019-06-30	$0
Net income (gross income less expenses)	2019-06-30	$-409,772
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$913,076
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$1,322,848
Assets. Value of employer securities	2019-06-30	$866,755
Total contributions received or receivable from employer(s)	2019-06-30	$0
Value of certain deemed distributions of participant loans	2019-06-30	$0
Value of corrective distributions	2019-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2017 : INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-06-30	$0
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$85,136
Expenses. Total of all expenses incurred	2017-06-30	$0
Benefits paid (including direct rollovers)	2017-06-30	$0
Total plan assets at end of year	2017-06-30	$1,254,954
Total plan assets at beginning of year	2017-06-30	$1,169,818
Total contributions received or receivable from participants	2017-06-30	$41,056
Expenses. Other expenses not covered elsewhere	2017-06-30	$0
Contributions received from other sources (not participants or employers)	2017-06-30	$0
Other income received	2017-06-30	$44,080
Noncash contributions received	2017-06-30	$0
Net income (gross income less expenses)	2017-06-30	$85,136
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$1,254,954
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$1,169,818
Assets. Value of employer securities	2017-06-30	$1,088,745
Total contributions received or receivable from employer(s)	2017-06-30	$0
Value of certain deemed distributions of participant loans	2017-06-30	$0
Value of corrective distributions	2017-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-06-30	$0
2016 : INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$0
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$-78,617
Expenses. Total of all expenses incurred	2016-06-30	$0
Benefits paid (including direct rollovers)	2016-06-30	$0
Total plan assets at end of year	2016-06-30	$1,175,128
Total plan assets at beginning of year	2016-06-30	$1,253,745
Total contributions received or receivable from participants	2016-06-30	$48,946
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$0
Other income received	2016-06-30	$-127,563
Noncash contributions received	2016-06-30	$0
Net income (gross income less expenses)	2016-06-30	$-78,617
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$1,175,128
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$1,253,745
Assets. Value of employer securities	2016-06-30	$1,044,665
Total contributions received or receivable from employer(s)	2016-06-30	$0
Value of certain deemed distributions of participant loans	2016-06-30	$0
Value of corrective distributions	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$218,834
Expenses. Total of all expenses incurred	2015-06-30	$0
Benefits paid (including direct rollovers)	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$1,253,745
Total plan assets at beginning of year	2015-06-30	$1,034,911
Total contributions received or receivable from participants	2015-06-30	$40,064
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$178,770
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$218,834
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$1,253,745
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$1,034,911
Assets. Value of employer securities	2015-06-30	$1,172,228
Total contributions received or receivable from employer(s)	2015-06-30	$0
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$0
2014 : INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$-263,926
Expenses. Total of all expenses incurred	2014-06-30	$0
Total plan assets at end of year	2014-06-30	$1,034,911
Total plan assets at beginning of year	2014-06-30	$1,298,837
Total contributions received or receivable from participants	2014-06-30	$23,781
Other income received	2014-06-30	$-303,845
Net income (gross income less expenses)	2014-06-30	$-263,926
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$1,034,911
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,298,837
Assets. Value of employer securities	2014-06-30	$994,595
Total contributions received or receivable from employer(s)	2014-06-30	$16,138
2013 : INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$1,298,872
Expenses. Total of all expenses incurred	2013-06-30	$35
Benefits paid (including direct rollovers)	2013-06-30	$4
Total plan assets at end of year	2013-06-30	$1,298,837
Total plan assets at beginning of year	2013-06-30	$0
Assets. Value of tangible personal property	2013-06-30	$0
Total contributions received or receivable from participants	2013-06-30	$0
Assets. Value of loans (other than to participants)	2013-06-30	$0
Expenses. Other expenses not covered elsewhere	2013-06-30	$31
Contributions received from other sources (not participants or employers)	2013-06-30	$500,027
Other income received	2013-06-30	$798,845
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$1,298,837
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,298,837
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$0
Assets. Value of participant loans	2013-06-30	$0
Assets. Value of assets in partnership/joint-venture interests	2013-06-30	$0
Assets. Value of real-estate (other than employer real property)	2013-06-30	$0
Assets. Value of employer securities	2013-06-30	$1,298,837
Assets. Value of employer real property	2013-06-30	$0
Total contributions received or receivable from employer(s)	2013-06-30	$0
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0

Form 5500 Responses for INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN

2022: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2016: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: INFINITY BENEFIT SOLUTIONS INC. 401(K) PLAN 2012 form 5500 responses
2012-09-11	Type of plan entity	Single employer plan
2012-09-11	First time form 5500 has been submitted	Yes
2012-09-11	Submission has been amended	No
2012-09-11	This submission is the final filing	No
2012-09-11	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-09-11	Plan is a collectively bargained plan	No
2012-09-11	Plan funding arrangement – Trust	Yes
2012-09-11	Plan benefit arrangement - Trust	Yes

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Company Name:	INFINITY BENEFIT SOLUTIONS INC.
Employer identification number (EIN):	460991049
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages