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INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameINSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST
Plan identification number 001

INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:INSTRUMENTAL, INC.
Employer identification number (EIN):841162855
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Additional information about INSTRUMENTAL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1978-08-31
Company Identification Number: 583860
Legal Registered Office Address: 1996 ORANGE COURT

PALM HARBOR

33563

More information about INSTRUMENTAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JOHN CLEVELAND
0012014-01-01BILL ZWICKY
0012013-01-01BILL ZWICKY
0012012-01-01WILLIAM ZWICKY WILLIAM ZWICKY2013-07-22
0012011-01-01WILLIAM ZWICKY
0012010-01-01WILLIAM ZWICKY
0012009-01-01CAROLINE WESTWOOD HENRY NEWMAN2010-10-05

Plan Statistics for INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST

401k plan membership statisitcs for INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST

Measure Date Value
2015: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0129
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0120
Number of participants with account balances2010-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0126
Number of participants with account balances2009-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST

Measure Date Value
2015 : INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-01$-1,291,314
Total plan liabilities at end of year2015-12-01$0
Total plan liabilities at beginning of year2015-12-01$0
Total income from all sources2015-12-01$101,639
Expenses. Total of all expenses incurred2015-12-01$107,461
Benefits paid (including direct rollovers)2015-12-01$104,686
Total plan assets at end of year2015-12-01$0
Total plan assets at beginning of year2015-12-01$1,297,136
Value of fidelity bond covering the plan2015-12-01$180,000
Total contributions received or receivable from participants2015-12-01$39,806
Expenses. Other expenses not covered elsewhere2015-12-01$0
Contributions received from other sources (not participants or employers)2015-12-01$0
Other income received2015-12-01$47,357
Noncash contributions received2015-12-01$0
Net income (gross income less expenses)2015-12-01$-5,822
Net plan assets at end of year (total assets less liabilities)2015-12-01$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-01$1,297,136
Assets. Value of participant loans2015-12-01$0
Total contributions received or receivable from employer(s)2015-12-01$14,476
Value of certain deemed distributions of participant loans2015-12-01$0
Value of corrective distributions2015-12-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-01$2,775
2014 : INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$226,511
Expenses. Total of all expenses incurred2014-12-31$945,937
Benefits paid (including direct rollovers)2014-12-31$943,312
Total plan assets at end of year2014-12-31$1,297,136
Total plan assets at beginning of year2014-12-31$2,016,562
Value of fidelity bond covering the plan2014-12-31$180,000
Total contributions received or receivable from participants2014-12-31$79,199
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$121,412
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-719,426
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,297,136
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,016,562
Assets. Value of participant loans2014-12-31$74,486
Total contributions received or receivable from employer(s)2014-12-31$25,900
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,625
2013 : INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$404,258
Expenses. Total of all expenses incurred2013-12-31$86,264
Benefits paid (including direct rollovers)2013-12-31$83,389
Total plan assets at end of year2013-12-31$2,016,562
Total plan assets at beginning of year2013-12-31$1,698,568
Value of fidelity bond covering the plan2013-12-31$180,000
Total contributions received or receivable from participants2013-12-31$88,436
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$285,884
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$317,994
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,016,562
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,698,568
Assets. Value of participant loans2013-12-31$136,083
Total contributions received or receivable from employer(s)2013-12-31$29,938
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,875
2012 : INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$319,750
Expenses. Total of all expenses incurred2012-12-31$286,632
Benefits paid (including direct rollovers)2012-12-31$284,007
Total plan assets at end of year2012-12-31$1,698,568
Total plan assets at beginning of year2012-12-31$1,665,450
Value of fidelity bond covering the plan2012-12-31$180,000
Total contributions received or receivable from participants2012-12-31$81,159
Other income received2012-12-31$207,774
Net income (gross income less expenses)2012-12-31$33,118
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,698,568
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,665,450
Assets. Value of participant loans2012-12-31$77,154
Total contributions received or receivable from employer(s)2012-12-31$30,817
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$68,726
Expenses. Total of all expenses incurred2011-12-31$51,675
Benefits paid (including direct rollovers)2011-12-31$48,075
Total plan assets at end of year2011-12-31$1,665,450
Total plan assets at beginning of year2011-12-31$1,648,399
Value of fidelity bond covering the plan2011-12-31$180,000
Total contributions received or receivable from participants2011-12-31$92,780
Other income received2011-12-31$-60,071
Net income (gross income less expenses)2011-12-31$17,051
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,665,450
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,648,399
Assets. Value of participant loans2011-12-31$64,250
Total contributions received or receivable from employer(s)2011-12-31$36,017
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$397,600
Expenses. Total of all expenses incurred2010-12-31$551,785
Benefits paid (including direct rollovers)2010-12-31$551,735
Total plan assets at end of year2010-12-31$1,648,399
Total plan assets at beginning of year2010-12-31$1,802,584
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$119,440
Other income received2010-12-31$218,420
Net income (gross income less expenses)2010-12-31$-154,185
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,648,399
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,802,584
Assets. Value of participant loans2010-12-31$86,269
Total contributions received or receivable from employer(s)2010-12-31$59,740
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 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 INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST

2015: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INSTRUMENTAL, INC. SALARY SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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