401k Plan data: INTERSYSTEMS 401(K) PLAN plan

INTERSYSTEMS 401(K) PLAN 401k Plan overview

Plan Name	INTERSYSTEMS 401(K) PLAN
Plan identification number	001

INTERSYSTEMS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

INTERSYSTEMS INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: INTERSYSTEMS INTERNATIONAL, INC.

Employer identification number (EIN): 741911148

NAIC Classification: 333100

Additional information about INTERSYSTEMS INTERNATIONAL, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1977-03-16

Company Identification Number: 0040087600

Legal Registered Office Address: 9575 N 109TH AVE

OMAHA
United States of America (USA)
68142

More information about INTERSYSTEMS INTERNATIONAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERSYSTEMS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 KRISTEN PHILLIPS KRISTEN PHILLIPS 2015-10-15
001 2014-01-01 KRISTEN PHILLIPS KRISTEN PHILLIPS 2015-10-15
001 2013-01-01 KEVIN CLARK KEVIN CLARK 2014-10-14
001 2012-01-01 THOMAS SCHROEDER THOMAS SCHROEDER 2013-10-14
001 2011-01-01 TIMOTHY BROUSSARD WALTER GREIG 2012-10-15
001 2009-01-01 TIM BROUSSARD WALTER C GREIG 2010-07-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	KRISTEN PHILLIPS	KRISTEN PHILLIPS	2015-10-15
001	2014-01-01	KRISTEN PHILLIPS	KRISTEN PHILLIPS	2015-10-15
001	2013-01-01	KEVIN CLARK	KEVIN CLARK	2014-10-14
001	2012-01-01	THOMAS SCHROEDER	THOMAS SCHROEDER	2013-10-14
001	2011-01-01	TIMOTHY BROUSSARD	WALTER GREIG	2012-10-15
001	2009-01-01	TIM BROUSSARD	WALTER C GREIG	2010-07-30

Plan Statistics for INTERSYSTEMS 401(K) PLAN

401k plan membership statisitcs for INTERSYSTEMS 401(K) PLAN

Measure Date Value
2015: INTERSYSTEMS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INTERSYSTEMS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 214
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 19
Total of all active and inactive participants 2014-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 234
Number of participants with account balances 2014-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: INTERSYSTEMS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 693
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 231
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 64
Total of all active and inactive participants 2013-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 296
Number of participants with account balances 2013-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: INTERSYSTEMS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 576
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 639
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 51
Total of all active and inactive participants 2012-01-01 691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 691
Number of participants with account balances 2012-01-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: INTERSYSTEMS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 448
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 535
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 37
Total of all active and inactive participants 2011-01-01 572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 572
Number of participants with account balances 2011-01-01 318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2009: INTERSYSTEMS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 500
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 422
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 35
Total of all active and inactive participants 2009-01-01 458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 458
Number of participants with account balances 2009-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2015: INTERSYSTEMS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INTERSYSTEMS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	214
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	19
Total of all active and inactive participants	2014-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	234
Number of participants with account balances	2014-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: INTERSYSTEMS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	693
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	231
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	64
Total of all active and inactive participants	2013-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	296
Number of participants with account balances	2013-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: INTERSYSTEMS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	576
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	639
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	51
Total of all active and inactive participants	2012-01-01	691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	691
Number of participants with account balances	2012-01-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: INTERSYSTEMS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	448
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	535
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	37
Total of all active and inactive participants	2011-01-01	572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	572
Number of participants with account balances	2011-01-01	318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2009: INTERSYSTEMS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	500
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	422
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	35
Total of all active and inactive participants	2009-01-01	458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	458
Number of participants with account balances	2009-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on INTERSYSTEMS 401(K) PLAN

Measure	Date	Value
2015 : INTERSYSTEMS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-01-12	$0
Total transfer of assets from this plan	2015-01-12	$8,605,097
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-01-12	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-01-12	$0
Total income from all sources (including contributions)	2015-01-12	$872
Total loss/gain on sale of assets	2015-01-12	$-157
Total of all expenses incurred	2015-01-12	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-01-12	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-01-12	$0
Value of total assets at end of year	2015-01-12	$0
Value of total assets at beginning of year	2015-01-12	$8,604,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-01-12	$0
Total interest from all sources	2015-01-12	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-01-12	$1,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-01-12	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-01-12	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-01-12	$1,029
Was this plan covered by a fidelity bond	2015-01-12	Yes
Value of fidelity bond cover	2015-01-12	$500,000
If this is an individual account plan, was there a blackout period	2015-01-12	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-12	$0
Were there any nonexempt tranactions with any party-in-interest	2015-01-12	No
Participant contributions at beginning of year	2015-01-12	$320,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-01-12	No
Value of net income/loss	2015-01-12	$872
Value of net assets at end of year (total assets less liabilities)	2015-01-12	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-01-12	$8,604,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-01-12	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-01-12	No
Were any leases to which the plan was party in default or uncollectible	2015-01-12	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-01-12	$7,704,821
Value of interest in common/collective trusts at beginning of year	2015-01-12	$579,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-01-12	No
Was there a failure to transmit to the plan any participant contributions	2015-01-12	No
Has the plan failed to provide any benefit when due under the plan	2015-01-12	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-01-12	Yes
Did the plan have assets held for investment	2015-01-12	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-01-12	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-01-12	Yes
Aggregate proceeds on sale of assets	2015-01-12	$8,605,064
Aggregate carrying amount (costs) on sale of assets	2015-01-12	$8,605,221
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-01-12	Yes
Opinion of an independent qualified public accountant for this plan	2015-01-12	Disclaimer
Accountancy firm name	2015-01-12	MCGLADREY LLP
Accountancy firm EIN	2015-01-12	420714325
2014 : INTERSYSTEMS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$1,062
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	$18,983
Total income from all sources (including contributions)	2014-12-31	$1,661,002
Total loss/gain on sale of assets	2014-12-31	$49,847
Total of all expenses incurred	2014-12-31	$1,687,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,684,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,062,854
Value of total assets at end of year	2014-12-31	$8,604,225
Value of total assets at beginning of year	2014-12-31	$8,650,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,813
Total interest from all sources	2014-12-31	$10,518
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$509,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$509,708
Administrative expenses professional fees incurred	2014-12-31	$1,370
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$708,759
Participant contributions at end of year	2014-12-31	$320,372
Participant contributions at beginning of year	2014-12-31	$235,580
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$88,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$18,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-26,623
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,604,225
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,631,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$1,443
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,704,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,619,010
Interest on participant loans	2014-12-31	$10,518
Value of interest in common/collective trusts at end of year	2014-12-31	$579,032
Value of interest in common/collective trusts at beginning of year	2014-12-31	$796,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$23,399
Net investment gain or loss from common/collective trusts	2014-12-31	$4,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$265,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,684,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$3,002,250
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$2,952,403
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCGLADREY LLP
Accountancy firm EIN	2014-12-31	420714325
2013 : INTERSYSTEMS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$6,589,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$18,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$38,375
Total income from all sources (including contributions)	2013-12-31	$2,616,288
Total loss/gain on sale of assets	2013-12-31	$569,821
Total of all expenses incurred	2013-12-31	$1,167,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,167,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$962,982
Value of total assets at end of year	2013-12-31	$8,650,893
Value of total assets at beginning of year	2013-12-31	$13,811,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$450
Total interest from all sources	2013-12-31	$7,036
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$409,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$409,656
Administrative expenses professional fees incurred	2013-12-31	$450
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$630,483
Participant contributions at end of year	2013-12-31	$235,580
Participant contributions at beginning of year	2013-12-31	$487,909
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$93,176
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$25,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$18,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$38,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,448,814
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,631,910
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,772,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,619,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$11,189,478
Interest on participant loans	2013-12-31	$7,036
Value of interest in common/collective trusts at end of year	2013-12-31	$796,303
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,133,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$664,047
Net investment gain or loss from common/collective trusts	2013-12-31	$2,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$239,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,141,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$14,793,097
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$14,223,276
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : INTERSYSTEMS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$38,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$8,354
Total income from all sources (including contributions)	2012-12-31	$2,989,068
Total loss/gain on sale of assets	2012-12-31	$94,400
Total of all expenses incurred	2012-12-31	$856,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$855,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,627,270
Value of total assets at end of year	2012-12-31	$13,811,229
Value of total assets at beginning of year	2012-12-31	$11,648,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$870
Total interest from all sources	2012-12-31	$19,049
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$394,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$394,477
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,109,291
Participant contributions at end of year	2012-12-31	$487,909
Participant contributions at beginning of year	2012-12-31	$461,574
Participant contributions at beginning of year	2012-12-31	$17,552
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$71,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$38,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$8,354
Other income not declared elsewhere	2012-12-31	$1,003
Administrative expenses (other) incurred	2012-12-31	$870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,132,304
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$13,772,854
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,640,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$11,189,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$9,243,446
Interest on participant loans	2012-12-31	$19,049
Value of interest in common/collective trusts at end of year	2012-12-31	$2,133,842
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,921,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$830,298
Net investment gain or loss from common/collective trusts	2012-12-31	$22,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$446,292
Employer contributions (assets) at beginning of year	2012-12-31	$4,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$855,894
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$2,109,299
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$2,014,899
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : INTERSYSTEMS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$8,354
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	$1,412,061
Total loss/gain on sale of assets	2011-12-31	$2,962
Total of all expenses incurred	2011-12-31	$230,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$230,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,556,561
Value of total assets at end of year	2011-12-31	$11,648,904
Value of total assets at beginning of year	2011-12-31	$10,459,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$600
Total interest from all sources	2011-12-31	$18,555
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$219,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$219,867
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,067,283
Participant contributions at end of year	2011-12-31	$461,574
Participant contributions at beginning of year	2011-12-31	$385,437
Participant contributions at end of year	2011-12-31	$17,552
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$98,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$8,354
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,181,102
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,640,550
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,459,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,243,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,414,479
Interest on participant loans	2011-12-31	$18,555
Value of interest in common/collective trusts at end of year	2011-12-31	$1,921,427
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,648,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-411,763
Net investment gain or loss from common/collective trusts	2011-12-31	$25,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$390,833
Employer contributions (assets) at end of year	2011-12-31	$4,905
Employer contributions (assets) at beginning of year	2011-12-31	$11,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$230,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$1,482,999
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$1,480,037
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	UHY, LLP
Accountancy firm EIN	2011-12-31	200694403
2010 : INTERSYSTEMS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$15,374
Total income from all sources (including contributions)	2010-12-31	$2,312,325
Total loss/gain on sale of assets	2010-12-31	$14,860
Total of all expenses incurred	2010-12-31	$765,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$764,833
Value of total corrective distributions	2010-12-31	$628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,265,187
Value of total assets at end of year	2010-12-31	$10,459,448
Value of total assets at beginning of year	2010-12-31	$8,927,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$18,985
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$109,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$109,620
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$938,978
Participant contributions at end of year	2010-12-31	$385,437
Participant contributions at beginning of year	2010-12-31	$385,407
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$55,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$15,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,546,864
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,459,448
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,912,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,414,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,048,613
Interest on participant loans	2010-12-31	$18,985
Value of interest in common/collective trusts at end of year	2010-12-31	$1,648,244
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,493,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$882,456
Net investment gain or loss from common/collective trusts	2010-12-31	$21,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$323,187
Employer contributions (assets) at end of year	2010-12-31	$11,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$709,717
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,728,521
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,713,661
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	UHY, LLP
Accountancy firm EIN	2010-12-31	200694403
2009 : INTERSYSTEMS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for INTERSYSTEMS 401(K) PLAN

2015: INTERSYSTEMS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INTERSYSTEMS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INTERSYSTEMS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INTERSYSTEMS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INTERSYSTEMS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INTERSYSTEMS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INTERSYSTEMS INTERNATIONAL, INC.
Employer identification number (EIN):	741911148
NAIC Classification:	333100

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1977-03-16
Company Identification Number:	0040087600
Legal Registered Office Address:	9575 N 109TH AVE OMAHA United States of America (USA) 68142