INTERMOUNTAIN SWEEPER COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTERMOUNTAIN SWEEPER RETIREMENT PLAN
Measure | Date | Value |
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2022: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 13 |
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 | 1 |
Total of all active and inactive participants | 2022-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 12 |
Number of participants with account balances | 2022-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 13 |
Total participants | 2021-01-01 | 13 |
Number of participants with account balances | 2021-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
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 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 12 |
Number of participants with account balances | 2020-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
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 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 13 |
Number of participants with account balances | 2019-01-01 | 12 |
2018: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 10 |
Number of participants with account balances | 2018-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 11 |
Number of participants with account balances | 2017-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 9 |
Number of participants with account balances | 2016-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
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 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 9 |
Number of participants with account balances | 2015-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 9 |
Number of participants with account balances | 2014-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
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2022 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-146,041 |
Expenses. Total of all expenses incurred | 2022-12-31 | $382 |
Benefits paid (including direct rollovers) | 2022-12-31 | $382 |
Total plan assets at end of year | 2022-12-31 | $1,730,229 |
Total plan assets at beginning of year | 2022-12-31 | $1,876,652 |
Total contributions received or receivable from participants | 2022-12-31 | $102,818 |
Other income received | 2022-12-31 | $-374,046 |
Net income (gross income less expenses) | 2022-12-31 | $-146,423 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,730,229 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,876,652 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $125,187 |
2021 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $498,173 |
Expenses. Total of all expenses incurred | 2021-12-31 | $140,830 |
Benefits paid (including direct rollovers) | 2021-12-31 | $140,830 |
Total plan assets at end of year | 2021-12-31 | $1,876,652 |
Total plan assets at beginning of year | 2021-12-31 | $1,519,309 |
Total contributions received or receivable from participants | 2021-12-31 | $78,852 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $31,447 |
Other income received | 2021-12-31 | $278,389 |
Net income (gross income less expenses) | 2021-12-31 | $357,343 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,876,652 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,519,309 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $109,485 |
2020 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $404,278 |
Expenses. Total of all expenses incurred | 2020-12-31 | $14,757 |
Benefits paid (including direct rollovers) | 2020-12-31 | $14,757 |
Total plan assets at end of year | 2020-12-31 | $1,519,309 |
Total plan assets at beginning of year | 2020-12-31 | $1,129,788 |
Total contributions received or receivable from participants | 2020-12-31 | $89,948 |
Other income received | 2020-12-31 | $205,263 |
Net income (gross income less expenses) | 2020-12-31 | $389,521 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,519,309 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,129,788 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $109,067 |
2019 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $443,020 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,366 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,366 |
Total plan assets at end of year | 2019-12-31 | $1,129,788 |
Total plan assets at beginning of year | 2019-12-31 | $688,134 |
Total contributions received or receivable from participants | 2019-12-31 | $95,896 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $43,498 |
Other income received | 2019-12-31 | $193,404 |
Net income (gross income less expenses) | 2019-12-31 | $441,654 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,129,788 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $688,134 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $110,222 |
2018 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $97,666 |
Expenses. Total of all expenses incurred | 2018-12-31 | $39,968 |
Benefits paid (including direct rollovers) | 2018-12-31 | $39,968 |
Total plan assets at end of year | 2018-12-31 | $688,134 |
Total plan assets at beginning of year | 2018-12-31 | $630,436 |
Total contributions received or receivable from participants | 2018-12-31 | $65,380 |
Other income received | 2018-12-31 | $-60,939 |
Net income (gross income less expenses) | 2018-12-31 | $57,698 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $688,134 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $630,436 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $93,225 |
2017 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $214,573 |
Total plan assets at end of year | 2017-12-31 | $630,436 |
Total plan assets at beginning of year | 2017-12-31 | $415,863 |
Total contributions received or receivable from participants | 2017-12-31 | $54,669 |
Other income received | 2017-12-31 | $71,729 |
Net income (gross income less expenses) | 2017-12-31 | $214,573 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $630,436 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $415,863 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $88,175 |
2016 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $178,908 |
Total plan assets at end of year | 2016-12-31 | $415,863 |
Total plan assets at beginning of year | 2016-12-31 | $236,955 |
Total contributions received or receivable from participants | 2016-12-31 | $61,434 |
Other income received | 2016-12-31 | $31,949 |
Net income (gross income less expenses) | 2016-12-31 | $178,908 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $415,863 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $236,955 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $85,525 |
2015 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $126,734 |
Total plan assets at end of year | 2015-12-31 | $236,955 |
Total plan assets at beginning of year | 2015-12-31 | $110,221 |
Total contributions received or receivable from participants | 2015-12-31 | $47,534 |
Other income received | 2015-12-31 | $-7,112 |
Net income (gross income less expenses) | 2015-12-31 | $126,734 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $236,955 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $110,221 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $86,312 |
2014 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $110,221 |
Total plan assets at end of year | 2014-12-31 | $110,221 |
Total plan assets at beginning of year | 2014-12-31 | $0 |
Total contributions received or receivable from participants | 2014-12-31 | $36,966 |
Other income received | 2014-12-31 | $1,760 |
Net income (gross income less expenses) | 2014-12-31 | $110,221 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $110,221 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $71,495 |
2022: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | First time form 5500 has been submitted | Yes |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 141459 |
Policy instance | 1 |
Insurance contract or identification number | 141459 | Number of Individuals Covered | 12 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $5,153 | Total amount of fees paid to insurance company | USD $832 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,153 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 832 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 141459 |
Policy instance | 1 |
Insurance contract or identification number | 141459 | Number of Individuals Covered | 13 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $5,211 | Total amount of fees paid to insurance company | USD $841 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,211 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 841 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 141459 |
Policy instance | 1 |
Insurance contract or identification number | 141459 | Number of Individuals Covered | 12 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $4,303 | Total amount of fees paid to insurance company | USD $2,398 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,303 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2398 |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690975 |
Policy instance | 1 |
Insurance contract or identification number | 690975 | Number of Individuals Covered | 0 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $1,755 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,667 | Insurance broker organization code? | 3 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 141459 |
Policy instance | 2 |
Insurance contract or identification number | 141459 | Number of Individuals Covered | 12 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $5,276 | Total amount of fees paid to insurance company | USD $2,170 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,276 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2170 |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690975 |
Policy instance | 1 |
Insurance contract or identification number | 690975 | Number of Individuals Covered | 10 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $1,955 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,857 | Insurance broker organization code? | 3 |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690975 |
Policy instance | 1 |
Insurance contract or identification number | 690975 | Number of Individuals Covered | 11 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,400 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,330 | Insurance broker organization code? | 3 | Insurance broker name | RICHARD BREGGER |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690975 |
Policy instance | 1 |
Insurance contract or identification number | 690975 | Number of Individuals Covered | 9 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $353 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $299 | Insurance broker organization code? | 3 | Insurance broker name | RICHARD BREGGER |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690975 |
Policy instance | 1 |
Insurance contract or identification number | 690975 | Number of Individuals Covered | 9 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $535 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $374 | Insurance broker organization code? | 3 | Insurance broker name | CHESLEY H ERICKSON |
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