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INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameINTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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

INTEGRAL FEDERAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:INTEGRAL FEDERAL, INC.
Employer identification number (EIN):522081090
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01RENU JOHRI
0012017-01-01RENU JOHRI RENU JOHRI2018-10-04
0012016-01-01RENU JOHRI
0012015-01-01RENU JOHRI
0012014-01-01RENU JOHRI
0012013-01-01RENU JOHRI2014-07-31
0012012-01-01RENU JOHRI2013-06-28
0012011-01-01RENU JOHRI2012-08-08
0012010-01-01RENU JOHRI2011-07-24
0012009-01-01RENU JOHRI

Plan Statistics for INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2023: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01229
Total number of active participants reported on line 7a of the Form 55002023-01-01180
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-0169
Total of all active and inactive participants2023-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01252
Number of participants with account balances2023-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01257
Total number of active participants reported on line 7a of the Form 55002022-01-01155
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01227
Number of participants with account balances2022-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01272
Total number of active participants reported on line 7a of the Form 55002021-01-01176
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01252
Number of participants with account balances2021-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01283
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01271
Number of participants with account balances2020-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01237
Total number of active participants reported on line 7a of the Form 55002019-01-01220
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01276
Number of participants with account balances2019-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01252
Total number of active participants reported on line 7a of the Form 55002018-01-01192
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01237
Number of participants with account balances2018-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01205
Total number of active participants reported on line 7a of the Form 55002017-01-01205
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01252
Number of participants with account balances2017-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01162
Total number of active participants reported on line 7a of the Form 55002016-01-01167
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01203
Number of participants with account balances2016-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01136
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01147
Number of participants with account balances2015-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01140
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01133
Number of participants with account balances2014-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2009: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0129
Total number of active participants reported on line 7a of the Form 55002009-01-0145
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0148
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2023 : INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,266,989
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,070,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,030,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,656,771
Value of total assets at end of year2023-12-31$10,192,743
Value of total assets at beginning of year2023-12-31$8,996,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$40,348
Total interest from all sources2023-12-31$3,454
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$254,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$254,465
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,060,316
Participant contributions at end of year2023-12-31$62,183
Participant contributions at beginning of year2023-12-31$93,431
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$225,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,196,042
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,192,743
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,996,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$11,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,993,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$8,637,908
Interest on participant loans2023-12-31$3,454
Value of interest in common/collective trusts at end of year2023-12-31$136,863
Value of interest in common/collective trusts at beginning of year2023-12-31$265,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,350,899
Net investment gain or loss from common/collective trusts2023-12-31$1,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$371,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,030,599
Contract administrator fees2023-12-31$24,654
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BETHKE CPA, LLC
Accountancy firm EIN2023-12-31421591506
2022 : INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-344,068
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$963,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$923,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,524,007
Value of total assets at end of year2022-12-31$8,996,701
Value of total assets at beginning of year2022-12-31$10,303,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,471
Total interest from all sources2022-12-31$3,259
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$365,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$365,912
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,003,420
Participant contributions at end of year2022-12-31$93,431
Participant contributions at beginning of year2022-12-31$52,848
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$124,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,307,088
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,996,701
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,303,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,637,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,099,725
Interest on participant loans2022-12-31$3,259
Value of interest in common/collective trusts at end of year2022-12-31$265,362
Value of interest in common/collective trusts at beginning of year2022-12-31$151,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,237,943
Net investment gain or loss from common/collective trusts2022-12-31$697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$395,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$923,549
Contract administrator fees2022-12-31$31,659
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BETHKE CPA, LLC
Accountancy firm EIN2022-12-31421591506
2021 : INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,945,713
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,903,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,782,026
Value of total corrective distributions2021-12-31$78,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,540,525
Value of total assets at end of year2021-12-31$10,303,789
Value of total assets at beginning of year2021-12-31$9,262,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,340
Total interest from all sources2021-12-31$2,013
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$590,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$590,153
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,010,051
Participant contributions at end of year2021-12-31$52,848
Participant contributions at beginning of year2021-12-31$60,842
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$171,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,041,775
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,303,789
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,262,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,099,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,032,039
Interest on participant loans2021-12-31$2,013
Value of interest in common/collective trusts at end of year2021-12-31$151,216
Value of interest in common/collective trusts at beginning of year2021-12-31$169,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$811,796
Net investment gain or loss from common/collective trusts2021-12-31$1,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$359,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,782,026
Contract administrator fees2021-12-31$43,340
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BETHKE CPA, LLC
Accountancy firm EIN2021-12-31421591506
2020 : INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,989,249
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,412,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,365,954
Value of total corrective distributions2020-12-31$13,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,605,408
Value of total assets at end of year2020-12-31$9,262,014
Value of total assets at beginning of year2020-12-31$7,685,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,668
Total interest from all sources2020-12-31$2,488
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$322,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$322,515
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,001,049
Participant contributions at end of year2020-12-31$60,842
Participant contributions at beginning of year2020-12-31$74,256
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$35,657
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$221,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,576,512
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,262,014
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,685,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,032,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,448,537
Interest on participant loans2020-12-31$2,488
Value of interest in common/collective trusts at end of year2020-12-31$169,133
Value of interest in common/collective trusts at beginning of year2020-12-31$113,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,056,502
Net investment gain or loss from common/collective trusts2020-12-31$2,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$383,062
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$13,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,365,954
Contract administrator fees2020-12-31$33,668
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BETHKE CPA, LLC
Accountancy firm EIN2020-12-31421591506
2019 : INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,024,840
Total loss/gain on sale of assets2019-12-31$67,906
Total of all expenses incurred2019-12-31$463,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$392,796
Value of total corrective distributions2019-12-31$43,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,604,315
Value of total assets at end of year2019-12-31$7,685,502
Value of total assets at beginning of year2019-12-31$5,124,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,149
Total interest from all sources2019-12-31$3,173
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$269,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$269,173
Administrative expenses professional fees incurred2019-12-31$24,714
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$870,833
Participant contributions at end of year2019-12-31$74,256
Participant contributions at beginning of year2019-12-31$29,872
Participant contributions at end of year2019-12-31$35,657
Participant contributions at beginning of year2019-12-31$25,794
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$398,588
Other income not declared elsewhere2019-12-31$303
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,561,140
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,685,502
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,124,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,448,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,967,850
Interest on participant loans2019-12-31$3,173
Value of interest in common/collective trusts at end of year2019-12-31$113,554
Value of interest in common/collective trusts at beginning of year2019-12-31$88,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,077,871
Net investment gain or loss from common/collective trusts2019-12-31$2,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$334,894
Employer contributions (assets) at end of year2019-12-31$13,498
Employer contributions (assets) at beginning of year2019-12-31$11,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$392,796
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$695,156
Aggregate carrying amount (costs) on sale of assets2019-12-31$627,250
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BETHKE CPA, LLC
Accountancy firm EIN2019-12-31421591506
2018 : INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,858,985
Total loss/gain on sale of assets2018-12-31$66,181
Total of all expenses incurred2018-12-31$2,558,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,537,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,231,712
Value of total assets at end of year2018-12-31$5,124,362
Value of total assets at beginning of year2018-12-31$4,823,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,305
Total interest from all sources2018-12-31$970
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$257,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$257,297
Administrative expenses professional fees incurred2018-12-31$20,305
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$754,986
Participant contributions at end of year2018-12-31$29,872
Participant contributions at beginning of year2018-12-31$50,459
Participant contributions at end of year2018-12-31$25,794
Participant contributions at beginning of year2018-12-31$24,202
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,174,164
Other income not declared elsewhere2018-12-31$138
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$4,736,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$300,781
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,124,362
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,823,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,967,850
Interest on participant loans2018-12-31$970
Value of interest in common/collective trusts at end of year2018-12-31$88,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-698,308
Net investment gain or loss from common/collective trusts2018-12-31$995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$302,562
Employer contributions (assets) at end of year2018-12-31$11,936
Employer contributions (assets) at beginning of year2018-12-31$11,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,537,899
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,749,311
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,683,130
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BETHKE CPA, LLC
Accountancy firm EIN2018-12-31421591506
2017 : INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,080,412
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$168,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$158,235
Expenses. Certain deemed distributions of participant loans2017-12-31$449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,375,678
Value of total assets at end of year2017-12-31$4,823,581
Value of total assets at beginning of year2017-12-31$2,911,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,716
Total interest from all sources2017-12-31$3,670
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$171,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$171,348
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$292,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$713,380
Participant contributions at end of year2017-12-31$50,459
Participant contributions at beginning of year2017-12-31$101,286
Participant contributions at end of year2017-12-31$24,202
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$369,949
Administrative expenses (other) incurred2017-12-31$9,716
Total non interest bearing cash at end of year2017-12-31$4,736,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,912,012
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,823,581
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,911,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,326,977
Interest on participant loans2017-12-31$3,670
Value of interest in common/collective trusts at beginning of year2017-12-31$483,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$440,322
Net investment gain or loss from common/collective trusts2017-12-31$89,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$292,349
Employer contributions (assets) at end of year2017-12-31$11,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$158,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BETHKE CPA, LLC
Accountancy firm EIN2017-12-31421591506
2016 : INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,453,696
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$119,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$101,944
Expenses. Certain deemed distributions of participant loans2016-12-31$9,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,293,083
Value of total assets at end of year2016-12-31$2,911,569
Value of total assets at beginning of year2016-12-31$1,577,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,558
Total interest from all sources2016-12-31$1,327
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$72,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$72,818
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$158,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$497,453
Participant contributions at end of year2016-12-31$101,286
Participant contributions at beginning of year2016-12-31$12,680
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$634,672
Administrative expenses (other) incurred2016-12-31$8,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,333,865
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,911,569
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,577,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,326,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,228,476
Interest on participant loans2016-12-31$1,327
Value of interest in common/collective trusts at end of year2016-12-31$483,306
Value of interest in common/collective trusts at beginning of year2016-12-31$336,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$56,263
Net investment gain or loss from common/collective trusts2016-12-31$30,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$160,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$101,944
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TAKSEY NEFF FEINBERG, LLC
Accountancy firm EIN2016-12-31562360192
2015 : INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$473,645
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$228,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$227,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$504,421
Value of total assets at end of year2015-12-31$1,577,704
Value of total assets at beginning of year2015-12-31$1,332,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$875
Total interest from all sources2015-12-31$950
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$83,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$83,791
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$134,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$373,698
Participant contributions at end of year2015-12-31$12,680
Participant contributions at beginning of year2015-12-31$22,472
Administrative expenses (other) incurred2015-12-31$875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$244,961
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,577,704
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,332,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,228,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,198,081
Interest on participant loans2015-12-31$950
Value of interest in common/collective trusts at end of year2015-12-31$336,548
Value of interest in common/collective trusts at beginning of year2015-12-31$112,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-109,512
Net investment gain or loss from common/collective trusts2015-12-31$-6,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$130,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$227,809
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TAKSEY, NEFF & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31562360192
2014 : INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$549,631
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$78,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$78,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$491,410
Value of total assets at end of year2014-12-31$1,332,743
Value of total assets at beginning of year2014-12-31$861,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$666
Total interest from all sources2014-12-31$126
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$63,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$63,069
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$87,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$329,322
Participant contributions at end of year2014-12-31$22,472
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$48,660
Other income not declared elsewhere2014-12-31$9
Administrative expenses (other) incurred2014-12-31$666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$470,934
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,332,743
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$861,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,198,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$785,786
Interest on participant loans2014-12-31$126
Value of interest in common/collective trusts at end of year2014-12-31$112,190
Value of interest in common/collective trusts at beginning of year2014-12-31$76,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-10,253
Net investment gain or loss from common/collective trusts2014-12-31$5,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$113,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$78,031
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TAKSEY, NEFF & ASSOCIATES, LLC
Accountancy firm EIN2014-12-31562360192
2009 : INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN

2023: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 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
2009: INTEGRAL FEDERAL, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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