401k Plan data: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN plan

ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 401k Plan overview

Plan Name	ICEBERG LEARNING INCORPORATED RETIREMENT PLAN
Plan identification number	001

ICEBERG LEARNING INCORPORATED RETIREMENT PLAN Benefits

401k Plan Type

Defined 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ICEBERG LEARNING INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: ICEBERG LEARNING INCORPORATED

Employer identification number (EIN): 830843866

NAIC Classification: 611000

Additional information about ICEBERG LEARNING INCORPORATED

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2018-06-11

Company Identification Number: 5356684

Legal Registered Office Address: 66 LUCIANI ROAD
ALBANY
WOODBRIDGE
United States of America (USA)
06525

More information about ICEBERG LEARNING INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ICEBERG LEARNING INCORPORATED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAY ROSENBERG 2024-07-16
001 2022-01-01 DAY ROSENBERG 2023-05-23
001 2021-01-01 DAY ROSENBERG 2022-07-18
001 2021-01-01 DAY ROSENBERG 2023-05-23
001 2020-01-01
001 2019-01-01
001 2018-06-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DAY ROSENBERG	2024-07-16
001	2022-01-01	DAY ROSENBERG	2023-05-23
001	2021-01-01	DAY ROSENBERG	2022-07-18
001	2021-01-01	DAY ROSENBERG	2023-05-23
001	2020-01-01
001	2019-01-01
001	2018-06-11

Plan Statistics for ICEBERG LEARNING INCORPORATED RETIREMENT PLAN

401k plan membership statisitcs for ICEBERG LEARNING INCORPORATED RETIREMENT PLAN

Measure Date Value
2023: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 15
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 16
Number of participants with account balances 2023-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 14
Number of participants with account balances 2022-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 14
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 24
Number of participants with account balances 2021-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-11 1
Total number of active participants reported on line 7a of the Form 5500 2018-06-11 1
Total of all active and inactive participants 2018-06-11 1
Total participants 2018-06-11 1
Number of participants with account balances 2018-06-11 1

Measure	Date	Value
2023: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	15
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	16
Number of participants with account balances	2023-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	14
Number of participants with account balances	2022-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	14
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	24
Number of participants with account balances	2021-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-11	1
Total number of active participants reported on line 7a of the Form 5500	2018-06-11	1
Total of all active and inactive participants	2018-06-11	1
Total participants	2018-06-11	1
Number of participants with account balances	2018-06-11	1

Financial Data on ICEBERG LEARNING INCORPORATED RETIREMENT PLAN

Measure	Date	Value
2023 : ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total income from all sources	2023-12-31	$23,298
Expenses. Total of all expenses incurred	2023-12-31	$27,863
Benefits paid (including direct rollovers)	2023-12-31	$26,845
Total plan assets at end of year	2023-12-31	$1,416,268
Total plan assets at beginning of year	2023-12-31	$1,420,833
Value of fidelity bond covering the plan	2023-12-31	$187,976
Total contributions received or receivable from participants	2023-12-31	$5,167
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$13,357
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-4,565
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,416,268
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,420,833
Assets. Value of participant loans	2023-12-31	$11,693
Assets. Value of employer securities	2023-12-31	$1,321,886
Total contributions received or receivable from employer(s)	2023-12-31	$4,774
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$1,018
2022 : ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-29
Total income from all sources	2022-12-31	$3,024
Expenses. Total of all expenses incurred	2022-12-31	$22,590
Benefits paid (including direct rollovers)	2022-12-31	$22,590
Total plan assets at end of year	2022-12-31	$1,420,833
Total plan assets at beginning of year	2022-12-31	$1,440,428
Value of fidelity bond covering the plan	2022-12-31	$187,976
Total contributions received or receivable from participants	2022-12-31	$6,475
Other income received	2022-12-31	$-9,926
Net income (gross income less expenses)	2022-12-31	$-19,566
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,420,833
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,440,428
Assets. Value of participant loans	2022-12-31	$14,987
Assets. Value of employer securities	2022-12-31	$1,320,771
Total contributions received or receivable from employer(s)	2022-12-31	$6,475
2021 : ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$78,476
Total income from all sources	2021-12-31	$390,005
Expenses. Total of all expenses incurred	2021-12-31	$3,662
Benefits paid (including direct rollovers)	2021-12-31	$3,662
Total plan assets at end of year	2021-12-31	$1,440,286
Total plan assets at beginning of year	2021-12-31	$975,467
Value of fidelity bond covering the plan	2021-12-31	$187,976
Total contributions received or receivable from participants	2021-12-31	$35,034
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$340,882
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$386,343
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,440,286
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$975,467
Assets. Value of participant loans	2021-12-31	$6,220
Assets. Value of employer securities	2021-12-31	$1,307,819
Total contributions received or receivable from employer(s)	2021-12-31	$14,089
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$789,392
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$975,467
Total plan assets at beginning of year	2020-12-31	$186,075
Value of fidelity bond covering the plan	2020-12-31	$20,000
Other income received	2020-12-31	$789,392
Net income (gross income less expenses)	2020-12-31	$789,392
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$975,467
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$186,075
Assets. Value of employer securities	2020-12-31	$975,393
2019 : ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-251,121
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$186,075
Total plan assets at beginning of year	2019-12-31	$437,196
Value of fidelity bond covering the plan	2019-12-31	$20,000
Other income received	2019-12-31	$-251,121
Net income (gross income less expenses)	2019-12-31	$-251,121
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$186,075
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$437,196
Assets. Value of employer securities	2019-12-31	$186,000
2018 : ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$437,226
Expenses. Total of all expenses incurred	2018-12-31	$30
Total plan assets at end of year	2018-12-31	$437,196
Expenses. Other expenses not covered elsewhere	2018-12-31	$30
Contributions received from other sources (not participants or employers)	2018-12-31	$437,153
Other income received	2018-12-31	$73
Net income (gross income less expenses)	2018-12-31	$437,196
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$437,196
Assets. Value of employer securities	2018-12-31	$437,123

Form 5500 Responses for ICEBERG LEARNING INCORPORATED RETIREMENT PLAN

2023: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ICEBERG LEARNING INCORPORATED RETIREMENT PLAN 2018 form 5500 responses
2018-06-11	Type of plan entity	Single employer plan
2018-06-11	First time form 5500 has been submitted	Yes
2018-06-11	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-06-11	Plan funding arrangement – Trust	Yes
2018-06-11	Plan benefit arrangement - Trust	Yes

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Company Name:	ICEBERG LEARNING INCORPORATED
Employer identification number (EIN):	830843866
NAIC Classification:	611000

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2018-06-11
Company Identification Number:	5356684
Legal Registered Office Address:	66 LUCIANI ROAD ALBANY WOODBRIDGE United States of America (USA) 06525