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INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 401k Plan overview

Plan NameINNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN
Plan identification number 333

INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • 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

INNOVATIVE EMPLOYER SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:INNOVATIVE EMPLOYER SOLUTIONS, INC.
Employer identification number (EIN):593737824
NAIC Classification:561300

Additional information about INNOVATIVE EMPLOYER SOLUTIONS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2001-08-17
Company Identification Number: P01000082171
Legal Registered Office Address: 635 93rd Ave N

SAINT PETERSBURG

33702

More information about INNOVATIVE EMPLOYER SOLUTIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01RICHARD KIRACOFE2023-09-27 RICHARD KIRACOFE2023-09-27
3332021-01-01RICHARD KIRACOFE2022-10-13 RICHARD KIRACOFE2022-10-13
3332020-01-01
3332019-01-01
3332018-01-01
3332018-01-01
3332018-01-01
3332017-01-01RICHARD KIRACOFE
3332016-01-01RICHARD KIRACOFE
3332015-01-01RICHARD KIRACOFE
3332014-01-01RICHARD KIRACOFE
3332013-01-01RICHARD KIRACOFE
3332012-01-01RICHARD KIRACOFE
3332011-01-01RICHARD KIRACOFE
3332010-01-01RICHARD B KIRACOFE
3332009-01-01RICHARD KIRACOFE

Plan Statistics for INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN

401k plan membership statisitcs for INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN

Measure Date Value
2022: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01760
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01816
Total number of active participants reported on line 7a of the Form 55002021-01-01619
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01141
Total of all active and inactive participants2021-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01760
Number of participants with account balances2021-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01113
2020: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01671
Total number of active participants reported on line 7a of the Form 55002020-01-01653
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01733
Number of participants with account balances2020-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01473
Total number of active participants reported on line 7a of the Form 55002019-01-01324
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01134
Total of all active and inactive participants2019-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01458
Number of participants with account balances2019-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01608
Total number of active participants reported on line 7a of the Form 55002018-01-01510
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01562
Number of participants with account balances2018-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01360
Total number of active participants reported on line 7a of the Form 55002017-01-01486
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01510
Number of participants with account balances2017-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01345
Total number of active participants reported on line 7a of the Form 55002016-01-01330
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01360
Total participants2016-01-01360
Number of participants with account balances2016-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01200
Total number of active participants reported on line 7a of the Form 55002015-01-01244
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01262
Total participants2015-01-01262
Number of participants with account balances2015-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01242
Total number of active participants reported on line 7a of the Form 55002014-01-01179
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01194
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01208
Total number of active participants reported on line 7a of the Form 55002013-01-01174
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01242
Number of participants with account balances2013-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01261
Total number of active participants reported on line 7a of the Form 55002012-01-01171
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01198
Number of participants with account balances2012-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01249
Total number of active participants reported on line 7a of the Form 55002011-01-01219
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01255
Number of participants with account balances2011-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01277
Total number of active participants reported on line 7a of the Form 55002010-01-01170
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0179
Total of all active and inactive participants2010-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01249
Number of participants with account balances2010-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01260
Total number of active participants reported on line 7a of the Form 55002009-01-01231
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01274
Number of participants with account balances2009-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN

Measure Date Value
2022 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$11,644
Total transfer of assets from this plan2022-12-31$18,538,035
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$0
Total income from all sources (including contributions)2022-12-31$-1,267,403
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,799,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,646,904
Value of total corrective distributions2022-12-31$46,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,377,625
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$21,592,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$105,549
Total interest from all sources2022-12-31$6,182
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$89,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$89,260
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$896,343
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$254,683
Participant contributions at beginning of year2022-12-31$52,717
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$228,767
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,066,449
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,592,840
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$9,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,270,075
Interest on participant loans2022-12-31$6,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,740,470
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$252,515
Employer contributions (assets) at beginning of year2022-12-31$13,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,646,904
Contract administrator fees2022-12-31$95,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31No
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 name2022-12-31FRSCPA, PLLC
Accountancy firm EIN2022-12-31592482214
2021 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$392,730
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$4,771,505
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$856,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$710,997
Value of total corrective distributions2021-12-31$15,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,381,007
Value of total assets at end of year2021-12-31$21,592,840
Value of total assets at beginning of year2021-12-31$17,285,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$130,008
Total interest from all sources2021-12-31$14,317
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$603,837
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$603,837
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,758,856
Participant contributions at end of year2021-12-31$254,683
Participant contributions at beginning of year2021-12-31$279,393
Participant contributions at end of year2021-12-31$52,717
Participant contributions at beginning of year2021-12-31$23,785
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$23,692
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,362
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$3,914,594
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,592,840
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,285,516
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
Investment advisory and management fees2021-12-31$11,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,270,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,970,445
Interest on participant loans2021-12-31$14,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,772,344
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$598,459
Employer contributions (assets) at end of year2021-12-31$13,133
Employer contributions (assets) at beginning of year2021-12-31$9,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$710,997
Contract administrator fees2021-12-31$118,448
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31FRSCPA, PLLC
Accountancy firm EIN2021-12-31592482214
2020 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$681,630
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$4,250,951
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,117,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$996,382
Value of total corrective distributions2020-12-31$16,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,942,288
Value of total assets at end of year2020-12-31$17,285,516
Value of total assets at beginning of year2020-12-31$13,470,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$103,718
Total interest from all sources2020-12-31$14,633
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$414,800
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$414,800
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,429,702
Participant contributions at end of year2020-12-31$279,393
Participant contributions at beginning of year2020-12-31$229,991
Participant contributions at end of year2020-12-31$23,785
Participant contributions at beginning of year2020-12-31$16,247
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,267
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$3,133,883
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,285,516
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,470,003
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
Investment advisory and management fees2020-12-31$8,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,970,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,216,222
Interest on participant loans2020-12-31$14,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,879,230
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$492,796
Employer contributions (assets) at end of year2020-12-31$9,531
Employer contributions (assets) at beginning of year2020-12-31$5,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$996,382
Contract administrator fees2020-12-31$94,986
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31GODELS & SOLOMON LLC
Accountancy firm EIN2020-12-31593215118
2019 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$44,542
Total transfer of assets to this plan2019-12-31$44,542
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$3,937,145
Total income from all sources (including contributions)2019-12-31$3,937,145
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,234,706
Total of all expenses incurred2019-12-31$1,234,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,140,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,140,467
Value of total corrective distributions2019-12-31$1,631
Value of total corrective distributions2019-12-31$1,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,691,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,691,941
Value of total assets at end of year2019-12-31$13,470,003
Value of total assets at end of year2019-12-31$13,470,003
Value of total assets at beginning of year2019-12-31$10,723,022
Value of total assets at beginning of year2019-12-31$10,723,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$92,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$92,608
Total interest from all sources2019-12-31$12,544
Total interest from all sources2019-12-31$12,544
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$312,771
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$312,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$312,771
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$312,771
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,246,914
Contributions received from participants2019-12-31$1,246,914
Participant contributions at end of year2019-12-31$229,991
Participant contributions at end of year2019-12-31$229,991
Participant contributions at beginning of year2019-12-31$241,985
Participant contributions at beginning of year2019-12-31$241,985
Participant contributions at end of year2019-12-31$16,247
Participant contributions at end of year2019-12-31$16,247
Participant contributions at beginning of year2019-12-31$15,212
Participant contributions at beginning of year2019-12-31$15,212
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,504
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,504
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,267
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,808
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
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$2,702,439
Value of net income/loss2019-12-31$2,702,439
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,470,003
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,470,003
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,723,022
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,723,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,283
Investment advisory and management fees2019-12-31$13,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,216,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,216,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,458,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,458,517
Interest on participant loans2019-12-31$12,544
Interest on participant loans2019-12-31$12,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,919,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,919,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$442,523
Contributions received in cash from employer2019-12-31$442,523
Employer contributions (assets) at end of year2019-12-31$5,276
Employer contributions (assets) at end of year2019-12-31$5,276
Employer contributions (assets) at beginning of year2019-12-31$5,500
Employer contributions (assets) at beginning of year2019-12-31$5,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,140,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,140,467
Contract administrator fees2019-12-31$79,325
Contract administrator fees2019-12-31$79,325
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GODELS & SOLOMON LLC
Accountancy firm name2019-12-31GODELS & SOLOMON LLC
Accountancy firm EIN2019-12-31593215118
Accountancy firm EIN2019-12-31593215118
2018 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$289,301
Total transfer of assets from this plan2018-12-31$1,477,832
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,342,043
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$741,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$626,630
Value of total corrective distributions2018-12-31$1,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,852,616
Value of total assets at end of year2018-12-31$10,723,022
Value of total assets at beginning of year2018-12-31$11,311,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$114,072
Total interest from all sources2018-12-31$9,199
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$326,909
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$326,909
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,239,251
Participant contributions at end of year2018-12-31$241,985
Participant contributions at beginning of year2018-12-31$176,184
Participant contributions at end of year2018-12-31$15,212
Participant contributions at beginning of year2018-12-31$17,048
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$130,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,226
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$600,248
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,723,022
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,311,305
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
Investment advisory and management fees2018-12-31$20,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,458,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,109,001
Interest on participant loans2018-12-31$9,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-846,681
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$483,224
Employer contributions (assets) at end of year2018-12-31$5,500
Employer contributions (assets) at beginning of year2018-12-31$7,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$626,630
Contract administrator fees2018-12-31$93,269
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
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 name2018-12-31GODELS & SOLOMON, LLC
Accountancy firm EIN2018-12-31593215118
2017 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,385,599
Total transfer of assets from this plan2017-12-31$385,807
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$2,977,159
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$586,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$490,940
Value of total corrective distributions2017-12-31$7,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,704,770
Value of total assets at end of year2017-12-31$11,311,305
Value of total assets at beginning of year2017-12-31$6,921,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$88,749
Total interest from all sources2017-12-31$6,230
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$232,166
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$232,166
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,009,862
Participant contributions at end of year2017-12-31$176,184
Participant contributions at beginning of year2017-12-31$123,336
Participant contributions at end of year2017-12-31$17,048
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$268,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,226
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$2,390,244
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,311,305
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,921,269
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
Investment advisory and management fees2017-12-31$18,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,109,001
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,742,129
Interest on participant loans2017-12-31$6,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,055,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$938,724
Net investment gain/loss from pooled separate accounts2017-12-31$95,269
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$426,240
Employer contributions (assets) at end of year2017-12-31$7,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$490,940
Contract administrator fees2017-12-31$70,023
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 name2017-12-31GODELS & SOLOMON, LLC
Accountancy firm EIN2017-12-31593215118
2016 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$2,117,800
Total transfer of assets from this plan2016-12-31$1,057,523
Total income from all sources (including contributions)2016-12-31$1,840,476
Total of all expenses incurred2016-12-31$1,645,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,548,276
Expenses. Certain deemed distributions of participant loans2016-12-31$1,922
Value of total corrective distributions2016-12-31$901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,457,789
Value of total assets at end of year2016-12-31$6,921,269
Value of total assets at beginning of year2016-12-31$5,665,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$94,146
Total interest from all sources2016-12-31$5,382
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$933,907
Participant contributions at end of year2016-12-31$123,336
Participant contributions at beginning of year2016-12-31$106,033
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$108,942
Other income not declared elsewhere2016-12-31$15,177
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$195,231
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,921,269
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,665,761
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 pooled separate accounts at end of year2016-12-31$5,742,129
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,390,990
Interest on participant loans2016-12-31$5,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,055,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,168,738
Net investment gain/loss from pooled separate accounts2016-12-31$362,128
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$414,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,548,276
Contract administrator fees2016-12-31$94,146
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 name2016-12-31GODELS & SOLOMON, LLC
Accountancy firm EIN2016-12-31593215118
2015 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$1,056,931
Total income from all sources (including contributions)2015-12-31$941,667
Total of all expenses incurred2015-12-31$269,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$205,677
Value of total corrective distributions2015-12-31$43
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$987,502
Value of total assets at end of year2015-12-31$5,665,761
Value of total assets at beginning of year2015-12-31$3,936,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$64,013
Total interest from all sources2015-12-31$2,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$566,000
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$641,465
Participant contributions at end of year2015-12-31$106,033
Participant contributions at beginning of year2015-12-31$61,432
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,198
Other income not declared elsewhere2015-12-31$11,429
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$671,934
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,665,761
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,936,896
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 pooled separate accounts at end of year2015-12-31$4,390,990
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,260,428
Interest earned on other investments2015-12-31$2,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,168,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$615,036
Net investment gain/loss from pooled separate accounts2015-12-31$-60,205
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$322,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$205,677
Contract administrator fees2015-12-31$64,013
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 name2015-12-31GODELS & SOLOMON, LLC
Accountancy firm EIN2015-12-31593215118
2014 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$579,118
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$841,035
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$375,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$319,005
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$588,681
Value of total assets at end of year2014-12-31$3,936,896
Value of total assets at beginning of year2014-12-31$4,050,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,874
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$2,688
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$410,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$423,853
Participant contributions at end of year2014-12-31$61,432
Participant contributions at beginning of year2014-12-31$75,828
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$8,069
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$465,156
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,936,896
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,050,858
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
Investment advisory and management fees2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$3,260,428
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,379,079
Interest on participant loans2014-12-31$2,688
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$615,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$595,951
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$241,597
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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$164,828
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$319,005
Contract administrator fees2014-12-31$56,874
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
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 name2014-12-31GODELS & SOLOMON, LLC
Accountancy firm EIN2014-12-31593215118
2013 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,289,627
Total of all expenses incurred2013-12-31$441,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$388,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$530,472
Value of total assets at end of year2013-12-31$4,050,858
Value of total assets at beginning of year2013-12-31$3,202,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,170
Total interest from all sources2013-12-31$6,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$410,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$386,550
Participant contributions at end of year2013-12-31$75,828
Participant contributions at beginning of year2013-12-31$76,364
Other income not declared elsewhere2013-12-31$130,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$848,067
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,050,858
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,202,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,379,079
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,518,461
Interest on participant loans2013-12-31$6,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$595,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$607,966
Net investment gain/loss from pooled separate accounts2013-12-31$622,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$143,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$388,390
Contract administrator fees2013-12-31$53,170
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GODELS AND SOLOMON LLC
Accountancy firm EIN2013-12-31593215118
2012 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$49,652
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$736,487
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$259,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$214,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$443,419
Value of total assets at end of year2012-12-31$3,202,791
Value of total assets at beginning of year2012-12-31$2,774,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,011
Total interest from all sources2012-12-31$3,073
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$366,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$315,209
Participant contributions at end of year2012-12-31$76,364
Participant contributions at beginning of year2012-12-31$67,501
Participant contributions at beginning of year2012-12-31$4,012
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$477,472
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,202,791
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,774,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,518,461
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,966,053
Interest on participant loans2012-12-31$3,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$607,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$711,755
Net investment gain/loss from pooled separate accounts2012-12-31$289,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$124,270
Employer contributions (assets) at beginning of year2012-12-31$25,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$214,004
Contract administrator fees2012-12-31$45,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GODELS AND SOLOMON LLC
Accountancy firm EIN2012-12-31593215118
2011 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,308,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$481,220
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$648,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$536,924
Expenses. Certain deemed distributions of participant loans2011-12-31$75,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$479,730
Value of total assets at end of year2011-12-31$2,774,971
Value of total assets at beginning of year2011-12-31$1,634,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,009
Total interest from all sources2011-12-31$2,962
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,338
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$280,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$326,058
Participant contributions at end of year2011-12-31$67,501
Participant contributions at beginning of year2011-12-31$108,579
Participant contributions at end of year2011-12-31$4,012
Participant contributions at beginning of year2011-12-31$1,921
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,343
Other income not declared elsewhere2011-12-31$74
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-167,707
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,774,971
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,634,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,966,053
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,067,540
Interest on participant loans2011-12-31$2,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$711,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$455,531
Net investment gain/loss from pooled separate accounts2011-12-31$-1,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$149,329
Employer contributions (assets) at end of year2011-12-31$25,650
Employer contributions (assets) at beginning of year2011-12-31$962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$536,924
Contract administrator fees2011-12-31$34,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GODELS AND SOLOMON LLC
Accountancy firm EIN2011-12-31593215118
2010 : INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$389,114
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$522,400
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$109,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$53,377
Expenses. Certain deemed distributions of participant loans2010-12-31$34,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$330,892
Value of total assets at end of year2010-12-31$1,634,533
Value of total assets at beginning of year2010-12-31$832,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,151
Total interest from all sources2010-12-31$4,716
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$170,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$254,973
Participant contributions at end of year2010-12-31$108,579
Participant contributions at beginning of year2010-12-31$62,190
Participant contributions at end of year2010-12-31$1,921
Participant contributions at beginning of year2010-12-31$5,159
Other income not declared elsewhere2010-12-31$44,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$412,696
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,634,533
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$832,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,067,540
Value of interest in pooled separate accounts at beginning of year2010-12-31$520,962
Interest on participant loans2010-12-31$4,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$455,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$242,580
Net investment gain/loss from pooled separate accounts2010-12-31$142,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$75,919
Employer contributions (assets) at end of year2010-12-31$962
Employer contributions (assets) at beginning of year2010-12-31$1,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$53,377
Contract administrator fees2010-12-31$22,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GODELS AND SOLOMON, LLC
Accountancy firm EIN2010-12-31593215118
2009 : INNOVATIVE EMPLOYER SOLUTIONS 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 INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN

2022: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
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: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
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: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INNOVATIVE EMPLOYER SOLUTIONS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930027
Policy instance 1
Insurance contract or identification number930027
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,420
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,210
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC

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