ISCENTIAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST
| Measure | Date | Value |
|---|
| 2022: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-08-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 11 |
| Number of retired or separated participants receiving benefits | 2022-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-08-01 | 0 |
| Total of all active and inactive participants | 2022-08-01 | 11 |
| 2021: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 48 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 0 |
| Total of all active and inactive participants | 2021-08-01 | 48 |
| 2020: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 43 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 0 |
| Total of all active and inactive participants | 2020-08-01 | 43 |
| 2019: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 37 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
| Total of all active and inactive participants | 2019-08-01 | 37 |
| 2018: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 26 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 0 |
| Total of all active and inactive participants | 2018-08-01 | 26 |
| 2017: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 23 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 0 |
| Total of all active and inactive participants | 2017-08-01 | 23 |
| Measure | Date | Value |
|---|
| 2023 : ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-07-31 | $435,107 |
| Expenses. Total of all expenses incurred | 2023-07-31 | $401,568 |
| Benefits paid (including direct rollovers) | 2023-07-31 | $370,228 |
| Total plan assets at end of year | 2023-07-31 | $33,539 |
| Total plan assets at beginning of year | 2023-07-31 | $0 |
| Value of fidelity bond covering the plan | 2023-07-31 | $100,000 |
| Total contributions received or receivable from participants | 2023-07-31 | $5,389 |
| Expenses. Other expenses not covered elsewhere | 2023-07-31 | $31,340 |
| Net income (gross income less expenses) | 2023-07-31 | $33,539 |
| Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $33,539 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-07-31 | $429,718 |
| 2022 : ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-07-31 | $517,947 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $522,753 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $489,111 |
| Total plan assets at end of year | 2022-07-31 | $0 |
| Total plan assets at beginning of year | 2022-07-31 | $4,806 |
| Value of fidelity bond covering the plan | 2022-07-31 | $100,000 |
| Total contributions received or receivable from participants | 2022-07-31 | $5,338 |
| Expenses. Other expenses not covered elsewhere | 2022-07-31 | $33,642 |
| Net income (gross income less expenses) | 2022-07-31 | $-4,806 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $4,806 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $512,609 |
| 2021 : ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-07-31 | $435,286 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $475,286 |
| Benefits paid (including direct rollovers) | 2021-07-31 | $445,071 |
| Total plan assets at end of year | 2021-07-31 | $4,806 |
| Total plan assets at beginning of year | 2021-07-31 | $44,806 |
| Value of fidelity bond covering the plan | 2021-07-31 | $100,000 |
| Total contributions received or receivable from participants | 2021-07-31 | $20,071 |
| Expenses. Other expenses not covered elsewhere | 2021-07-31 | $30,215 |
| Net income (gross income less expenses) | 2021-07-31 | $-40,000 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $4,806 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $44,806 |
| Total contributions received or receivable from employer(s) | 2021-07-31 | $415,215 |
| 2020 : ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-07-31 | $343,413 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $343,188 |
| Benefits paid (including direct rollovers) | 2020-07-31 | $317,200 |
| Total plan assets at end of year | 2020-07-31 | $44,806 |
| Total plan assets at beginning of year | 2020-07-31 | $44,581 |
| Value of fidelity bond covering the plan | 2020-07-31 | $100,000 |
| Total contributions received or receivable from participants | 2020-07-31 | $3,149 |
| Expenses. Other expenses not covered elsewhere | 2020-07-31 | $25,988 |
| Net income (gross income less expenses) | 2020-07-31 | $225 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $44,806 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $44,581 |
| Total contributions received or receivable from employer(s) | 2020-07-31 | $340,264 |
| 2019 : ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-07-31 | $257,463 |
| Expenses. Total of all expenses incurred | 2019-07-31 | $257,006 |
| Benefits paid (including direct rollovers) | 2019-07-31 | $236,373 |
| Total plan assets at end of year | 2019-07-31 | $44,581 |
| Total plan assets at beginning of year | 2019-07-31 | $44,124 |
| Value of fidelity bond covering the plan | 2019-07-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2019-07-31 | $20,633 |
| Net income (gross income less expenses) | 2019-07-31 | $457 |
| Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $44,581 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $44,124 |
| Total contributions received or receivable from employer(s) | 2019-07-31 | $257,463 |
| 2018 : ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-07-31 | $191,740 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $147,616 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $130,220 |
| Total plan assets at end of year | 2018-07-31 | $44,124 |
| Total plan assets at beginning of year | 2018-07-31 | $0 |
| Value of fidelity bond covering the plan | 2018-07-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2018-07-31 | $17,396 |
| Net income (gross income less expenses) | 2018-07-31 | $44,124 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $44,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-07-31 | $191,740 |
| 2022: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | Plan funding arrangement – Insurance | Yes |
| 2022-08-01 | Plan funding arrangement – Trust | Yes |
| 2022-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-08-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan funding arrangement – Trust | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan funding arrangement – Trust | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan funding arrangement – Trust | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan funding arrangement – Trust | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ISCENTIAL EMPLOYEE BENEFIT PLAN TRUST 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | First time form 5500 has been submitted | Yes |
| 2017-08-01 | Submission has been amended | Yes |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan funding arrangement – Trust | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement - Trust | Yes |
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 09943 |
| Policy instance | 1 |
| Insurance contract or identification number | 09943 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $203,811 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 09660 |
| Policy instance | 1 |
| Insurance contract or identification number | 09660 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $244,921 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 09388 |
| Policy instance | 1 |
| Insurance contract or identification number | 09388 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $226,139 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 09082 |
| Policy instance | 1 |
| Insurance contract or identification number | 09082 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $156,923 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 08851 |
| Policy instance | 1 |
| Insurance contract or identification number | 08851 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $112,876 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 08590 |
| Policy instance | 1 |
| Insurance contract or identification number | 08590 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $82,232 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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