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ISC BIO EXPRESS 401(K) PLAN 401k Plan overview

Plan NameISC BIO EXPRESS 401(K) PLAN
Plan identification number 001

ISC BIO EXPRESS 401(K) 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).
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

BIO EXPRESS CORP has sponsored the creation of one or more 401k plans.

Company Name:BIO EXPRESS CORP
Employer identification number (EIN):870418638
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ISC BIO EXPRESS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01RANDY ROUTH
0012014-01-01RANDY ROUTH
0012013-01-01RANDY ROUTH
0012012-01-01RANDY ROUTH
0012011-01-01RANDY ROUTH
0012010-01-01RANDY ROUTH
0012009-01-01RANDY ROUTH

Plan Statistics for ISC BIO EXPRESS 401(K) PLAN

401k plan membership statisitcs for ISC BIO EXPRESS 401(K) PLAN

Measure Date Value
2015: ISC BIO EXPRESS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0183
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
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: ISC BIO EXPRESS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0185
Total number of active participants reported on line 7a of the Form 55002014-01-0150
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-0183
Total participants2014-01-0183
Number of participants with account balances2014-01-0182
2013: ISC BIO EXPRESS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0197
Total number of active participants reported on line 7a of the Form 55002013-01-0165
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0182
Total participants2013-01-0182
Number of participants with account balances2013-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ISC BIO EXPRESS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0189
Total number of active participants reported on line 7a of the Form 55002012-01-0179
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-0198
Total participants2012-01-0198
Number of participants with account balances2012-01-0191
2011: ISC BIO EXPRESS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01115
Total number of active participants reported on line 7a of the Form 55002011-01-0167
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-0185
Total participants2011-01-0185
Number of participants with account balances2011-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ISC BIO EXPRESS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01113
Total number of active participants reported on line 7a of the Form 55002010-01-0173
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01111
Total participants2010-01-01111
Number of participants with account balances2010-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ISC BIO EXPRESS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0197
Total number of active participants reported on line 7a of the Form 55002009-01-0176
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01111
Number of participants with account balances2009-01-01111

Financial Data on ISC BIO EXPRESS 401(K) PLAN

Measure Date Value
2015 : ISC BIO EXPRESS 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$-3,498,815
Total income from all sources2015-12-31$50,890
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$3,447,925
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$50,890
Net income (gross income less expenses)2015-12-31$50,890
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,447,925
2014 : ISC BIO EXPRESS 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$502,905
Expenses. Total of all expenses incurred2014-12-31$363,980
Benefits paid (including direct rollovers)2014-12-31$328,394
Total plan assets at end of year2014-12-31$3,447,925
Total plan assets at beginning of year2014-12-31$3,309,000
Value of fidelity bond covering the plan2014-12-31$5,000,000
Total contributions received or receivable from participants2014-12-31$316,522
Expenses. Other expenses not covered elsewhere2014-12-31$35,586
Other income received2014-12-31$95,410
Net income (gross income less expenses)2014-12-31$138,925
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,447,925
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,309,000
Assets. Value of participant loans2014-12-31$53,694
Total contributions received or receivable from employer(s)2014-12-31$90,973
2013 : ISC BIO EXPRESS 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,063,267
Expenses. Total of all expenses incurred2013-12-31$895,021
Benefits paid (including direct rollovers)2013-12-31$861,322
Total plan assets at end of year2013-12-31$3,302,798
Total plan assets at beginning of year2013-12-31$3,134,552
Value of fidelity bond covering the plan2013-12-31$5,000,000
Total contributions received or receivable from participants2013-12-31$320,555
Expenses. Other expenses not covered elsewhere2013-12-31$33,699
Other income received2013-12-31$583,360
Net income (gross income less expenses)2013-12-31$168,246
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,302,798
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,134,552
Assets. Value of participant loans2013-12-31$67,514
Total contributions received or receivable from employer(s)2013-12-31$159,352
2012 : ISC BIO EXPRESS 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$806,040
Expenses. Total of all expenses incurred2012-12-31$348,561
Benefits paid (including direct rollovers)2012-12-31$317,234
Total plan assets at end of year2012-12-31$3,134,662
Total plan assets at beginning of year2012-12-31$2,677,183
Value of fidelity bond covering the plan2012-12-31$5,000,000
Total contributions received or receivable from participants2012-12-31$296,103
Expenses. Other expenses not covered elsewhere2012-12-31$31,327
Contributions received from other sources (not participants or employers)2012-12-31$12,705
Other income received2012-12-31$341,783
Net income (gross income less expenses)2012-12-31$457,479
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,134,662
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,677,183
Total contributions received or receivable from employer(s)2012-12-31$155,449
2011 : ISC BIO EXPRESS 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$247,354
Expenses. Total of all expenses incurred2011-12-31$665,847
Benefits paid (including direct rollovers)2011-12-31$631,605
Total plan assets at end of year2011-12-31$2,677,183
Total plan assets at beginning of year2011-12-31$3,095,676
Value of fidelity bond covering the plan2011-12-31$5,000,000
Total contributions received or receivable from participants2011-12-31$256,329
Expenses. Other expenses not covered elsewhere2011-12-31$34,242
Other income received2011-12-31$-145,453
Net income (gross income less expenses)2011-12-31$-418,493
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,677,183
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,095,676
Total contributions received or receivable from employer(s)2011-12-31$136,478
2010 : ISC BIO EXPRESS 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$851,352
Expenses. Total of all expenses incurred2010-12-31$418,031
Benefits paid (including direct rollovers)2010-12-31$384,883
Total plan assets at end of year2010-12-31$3,109,433
Total plan assets at beginning of year2010-12-31$2,676,112
Value of fidelity bond covering the plan2010-12-31$5,000,000
Total contributions received or receivable from participants2010-12-31$303,216
Expenses. Other expenses not covered elsewhere2010-12-31$33,148
Other income received2010-12-31$383,052
Net income (gross income less expenses)2010-12-31$433,321
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,109,433
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,676,112
Total contributions received or receivable from employer(s)2010-12-31$165,084

Form 5500 Responses for ISC BIO EXPRESS 401(K) PLAN

2015: ISC BIO EXPRESS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ISC BIO EXPRESS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ISC BIO EXPRESS 401(K) PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ISC BIO EXPRESS 401(K) PLAN 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 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: ISC BIO EXPRESS 401(K) PLAN 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 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: ISC BIO EXPRESS 401(K) PLAN 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 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: ISC BIO EXPRESS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number63999
Policy instance 1
Insurance contract or identification number63999
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,144
Total amount of fees paid to insurance companyUSD $30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,144
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerADVISTORY SERVICES
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number63999
Policy instance 1
Insurance contract or identification number63999
Number of Individuals Covered82
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,069
Total amount of fees paid to insurance companyUSD $36
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12,069
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerADVISORY FEES
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number63999
Policy instance 1
Insurance contract or identification number63999
Number of Individuals Covered83
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,849
Total amount of fees paid to insurance companyUSD $25
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $11,849
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerADVISORY SERVICES
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number63999
Policy instance 1
Insurance contract or identification number63999
Number of Individuals Covered97
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,867
Total amount of fees paid to insurance companyUSD $26
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,867
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerADVISORY SERVICES
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number63999
Policy instance 1
Insurance contract or identification number63999
Number of Individuals Covered86
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,077
Total amount of fees paid to insurance companyUSD $44
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number63999
Policy instance 1
Insurance contract or identification number63999
Number of Individuals Covered111
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,131
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,131
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADVISORY SERVICES
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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