401k Plan data: I-5 PUBLISHING LLC 401(K) PLAN plan

I-5 PUBLISHING LLC 401(K) PLAN 401k Plan overview

Plan Name	I-5 PUBLISHING LLC 401(K) PLAN
Plan identification number	001

I-5 PUBLISHING LLC 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.
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.
Plan covering Self-Employed individuals.
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

I-5 PUBLISHING LLC has sponsored the creation of one or more 401k plans.

Company Name: I-5 PUBLISHING LLC

Employer identification number (EIN): 461887428

NAIC Classification: 511190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I-5 PUBLISHING LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 KEITH WALTER 2022-09-14
001 2020-01-01 KEITH WALTER 2021-09-15
001 2019-01-01 KEITH WALTER 2020-10-02
001 2018-01-01 KEITH WALTER 2019-10-10
001 2016-01-01 DAVID KATZOFF
001 2015-01-01 DAVID J. KATZOFF
001 2014-01-01 BROOKE HANSEN
001 2013-02-01 BROOKE HANSEN 2014-07-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	KEITH WALTER	2022-09-14
001	2020-01-01	KEITH WALTER	2021-09-15
001	2019-01-01	KEITH WALTER	2020-10-02
001	2018-01-01	KEITH WALTER	2019-10-10
001	2016-01-01	DAVID KATZOFF
001	2015-01-01	DAVID J. KATZOFF
001	2014-01-01	BROOKE HANSEN
001	2013-02-01	BROOKE HANSEN	2014-07-10

Plan Statistics for I-5 PUBLISHING LLC 401(K) PLAN

401k plan membership statisitcs for I-5 PUBLISHING LLC 401(K) PLAN

Measure Date Value
2016: I-5 PUBLISHING LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 77
Number of other retired or separated participants entitled to future benefits 2016-01-01 51
Total of all active and inactive participants 2016-01-01 128
Total participants 2016-01-01 128
Number of participants with account balances 2016-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: I-5 PUBLISHING LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 108
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 143
Number of participants with account balances 2015-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: I-5 PUBLISHING LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 131
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 156
Number of participants with account balances 2014-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2016: I-5 PUBLISHING LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	77
Number of other retired or separated participants entitled to future benefits	2016-01-01	51
Total of all active and inactive participants	2016-01-01	128
Total participants	2016-01-01	128
Number of participants with account balances	2016-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: I-5 PUBLISHING LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	108
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	143
Number of participants with account balances	2015-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: I-5 PUBLISHING LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	131
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	156
Number of participants with account balances	2014-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on I-5 PUBLISHING LLC 401(K) PLAN

Measure	Date	Value
2016 : I-5 PUBLISHING LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,328,622
Total of all expenses incurred	2016-12-31	$531,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$523,390
Value of total corrective distributions	2016-12-31	$1,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$947,122
Value of total assets at end of year	2016-12-31	$6,386,266
Value of total assets at beginning of year	2016-12-31	$5,589,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,265
Total interest from all sources	2016-12-31	$1,987
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$76,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$76,845
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$473,787
Participant contributions at end of year	2016-12-31	$61,992
Participant contributions at beginning of year	2016-12-31	$27,475
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$473,335
Other income not declared elsewhere	2016-12-31	$523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$797,249
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,386,266
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,589,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,296,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,101,312
Value of interest in pooled separate accounts at end of year	2016-12-31	$27,537
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$460,230
Interest on participant loans	2016-12-31	$1,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$297,832
Net investment gain/loss from pooled separate accounts	2016-12-31	$4,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$523,390
Contract administrator fees	2016-12-31	$6,265
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HASKELL & WHITE LLP
Accountancy firm EIN	2016-12-31	330310569
2015 : I-5 PUBLISHING LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$523,723
Total of all expenses incurred	2015-12-31	$1,339,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,252,867
Expenses. Certain deemed distributions of participant loans	2015-12-31	$78,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$577,992
Value of total assets at end of year	2015-12-31	$5,589,017
Value of total assets at beginning of year	2015-12-31	$6,404,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,305
Total interest from all sources	2015-12-31	$2,866
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$223,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$223,493
Administrative expenses professional fees incurred	2015-12-31	$3,500
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$549,553
Participant contributions at end of year	2015-12-31	$27,475
Participant contributions at beginning of year	2015-12-31	$149,277
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$28,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-815,512
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,589,017
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,404,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$4,805
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,101,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,255,176
Value of interest in pooled separate accounts at end of year	2015-12-31	$460,230
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$76
Interest on participant loans	2015-12-31	$2,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-282,280
Net investment gain/loss from pooled separate accounts	2015-12-31	$1,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,252,867
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HASKELL & WHITE LLP
Accountancy firm EIN	2015-12-31	330310569
2014 : I-5 PUBLISHING LLC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,249,777
Total of all expenses incurred	2014-12-31	$532,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$525,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$865,289
Value of total assets at end of year	2014-12-31	$6,404,529
Value of total assets at beginning of year	2014-12-31	$5,687,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,270
Total interest from all sources	2014-12-31	$6,344
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$202,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$202,780
Administrative expenses professional fees incurred	2014-12-31	$1,950
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$618,999
Participant contributions at end of year	2014-12-31	$149,277
Participant contributions at beginning of year	2014-12-31	$100,857
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$246,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$717,085
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,404,529
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,687,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$5,320
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,255,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,584,812
Value of interest in pooled separate accounts at end of year	2014-12-31	$76
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,775
Interest on participant loans	2014-12-31	$6,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$175,360
Net investment gain/loss from pooled separate accounts	2014-12-31	$4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$525,422
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2014-12-31	953288054

Form 5500 Responses for I-5 PUBLISHING LLC 401(K) PLAN

2016: I-5 PUBLISHING LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: I-5 PUBLISHING LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: I-5 PUBLISHING LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number	512175-000
Policy instance	1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number	512175-000
Policy instance	1

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Company Name:	I-5 PUBLISHING LLC
Employer identification number (EIN):	461887428
NAIC Classification:	511190