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INSPA RETIREMENT PLAN 401k Plan overview

Plan NameINSPA RETIREMENT PLAN
Plan identification number 001

INSPA RETIREMENT PLAN 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

INSPA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:INSPA CORPORATION
Employer identification number (EIN):911942404
NAIC Classification:812190

Additional information about INSPA CORPORATION

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1994-01-04
Company Identification Number: 601514075
Legal Registered Office Address: 300 DESCHUTES WAY SW STE 208 MC-CSC1

TUMWATER
United States of America (USA)
98501

More information about INSPA CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSPA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01BARBARA GRYCZ
0012015-01-01BARBARA GRYCZ
0012014-01-01BARBARA GRYCZ
0012013-01-01BARBARA GRYCZ BARBARA GRYCZ2014-10-03
0012012-01-01COLLEEN STONE
0012011-01-01COLLEEN STONE
0012010-01-01COLLEEN STONE
0012009-01-01COLLEEN STONE
0012008-01-01COLLEEN STONE
0012007-01-01COLLEEN STONE

Plan Statistics for INSPA RETIREMENT PLAN

401k plan membership statisitcs for INSPA RETIREMENT PLAN

Measure Date Value
2016: INSPA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01275
Total number of active participants reported on line 7a of the Form 55002016-01-01141
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01113
Total of all active and inactive participants2016-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01254
Number of participants with account balances2016-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INSPA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01280
Total number of active participants reported on line 7a of the Form 55002015-01-01154
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01114
Total of all active and inactive participants2015-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01268
Number of participants with account balances2015-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INSPA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01343
Total number of active participants reported on line 7a of the Form 55002014-01-01156
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01113
Total of all active and inactive participants2014-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01269
Number of participants with account balances2014-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INSPA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01314
Total number of active participants reported on line 7a of the Form 55002013-01-01228
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01110
Total of all active and inactive participants2013-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01338
Number of participants with account balances2013-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INSPA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01336
Total number of active participants reported on line 7a of the Form 55002012-01-01198
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01116
Total of all active and inactive participants2012-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01314
Number of participants with account balances2012-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INSPA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01309
Total number of active participants reported on line 7a of the Form 55002011-01-01203
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01113
Total of all active and inactive participants2011-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01316
Number of participants with account balances2011-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: INSPA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01335
Total number of active participants reported on line 7a of the Form 55002010-01-01192
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01117
Total of all active and inactive participants2010-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01309
Number of participants with account balances2010-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: INSPA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01335
Total number of active participants reported on line 7a of the Form 55002009-01-01228
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01335
Number of participants with account balances2009-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: INSPA RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01345
Total number of active participants reported on line 7a of the Form 55002008-01-01220
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-01115
Total of all active and inactive participants2008-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01335
Number of participants with account balances2008-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0114
2007: INSPA RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01342
Total number of active participants reported on line 7a of the Form 55002007-01-01192
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-01153
Total of all active and inactive participants2007-01-01345
Total participants2007-01-01345
Number of participants with account balances2007-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-0112
Number of employers contributing to the scheme2007-01-01141

Financial Data on INSPA RETIREMENT PLAN

Measure Date Value
2016 : INSPA RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$242,838
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$347,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$338,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$169,362
Value of total assets at end of year2016-12-31$877,795
Value of total assets at beginning of year2016-12-31$981,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,898
Total interest from all sources2016-12-31$278
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$23,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$23,446
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$99,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$100,051
Participant contributions at end of year2016-12-31$4,217
Participant contributions at beginning of year2016-12-31$9,229
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$55,689
Administrative expenses (other) incurred2016-12-31$8,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-104,165
Value of net assets at end of year (total assets less liabilities)2016-12-31$877,795
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$981,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$700,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$869,527
Interest on participant loans2016-12-31$278
Value of interest in common/collective trusts at end of year2016-12-31$172,976
Value of interest in common/collective trusts at beginning of year2016-12-31$103,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$38,879
Net investment gain or loss from common/collective trusts2016-12-31$10,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$13,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$338,105
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2016-12-31910605875
2015 : INSPA RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$108,253
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$22,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$126,944
Value of total assets at end of year2015-12-31$981,960
Value of total assets at beginning of year2015-12-31$896,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,281
Total interest from all sources2015-12-31$656
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$52,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$52,979
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$90,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$112,121
Participant contributions at end of year2015-12-31$9,229
Participant contributions at beginning of year2015-12-31$15,740
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$466
Other income not declared elsewhere2015-12-31$60
Administrative expenses (other) incurred2015-12-31$8,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$85,959
Value of net assets at end of year (total assets less liabilities)2015-12-31$981,960
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$896,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$869,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$821,653
Interest on participant loans2015-12-31$656
Value of interest in common/collective trusts at end of year2015-12-31$103,204
Value of interest in common/collective trusts at beginning of year2015-12-31$58,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-71,016
Net investment gain or loss from common/collective trusts2015-12-31$-1,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,013
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2015-12-31910605875
2014 : INSPA RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
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$0
Total income from all sources (including contributions)2014-12-31$189,490
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$81,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$73,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$133,654
Value of total assets at end of year2014-12-31$896,001
Value of total assets at beginning of year2014-12-31$787,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,200
Total interest from all sources2014-12-31$441
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$31,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$31,186
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$79,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$116,395
Participant contributions at end of year2014-12-31$15,740
Participant contributions at beginning of year2014-12-31$2,595
Administrative expenses (other) incurred2014-12-31$8,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$108,260
Value of net assets at end of year (total assets less liabilities)2014-12-31$896,001
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$787,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$821,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$746,749
Interest on participant loans2014-12-31$441
Value of interest in common/collective trusts at end of year2014-12-31$58,608
Value of interest in common/collective trusts at beginning of year2014-12-31$38,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$20,684
Net investment gain or loss from common/collective trusts2014-12-31$3,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$17,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$73,030
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2014-12-31910605875
2013 : INSPA RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$177,558
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$65,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$50,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$104,639
Value of total assets at end of year2013-12-31$787,741
Value of total assets at beginning of year2013-12-31$675,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,864
Total interest from all sources2013-12-31$33
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$19,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$19,170
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$68,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$89,931
Participant contributions at end of year2013-12-31$2,595
Participant contributions at beginning of year2013-12-31$7,972
Participant contributions at beginning of year2013-12-31$3,470
Administrative expenses (other) incurred2013-12-31$14,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$112,135
Value of net assets at end of year (total assets less liabilities)2013-12-31$787,741
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$675,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$746,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$663,722
Interest on participant loans2013-12-31$33
Value of interest in common/collective trusts at end of year2013-12-31$38,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$52,217
Net investment gain or loss from common/collective trusts2013-12-31$1,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$14,708
Employer contributions (assets) at beginning of year2013-12-31$442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$50,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2013-12-31910605875
2012 : INSPA RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,254
Total income from all sources (including contributions)2012-12-31$163,728
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$253,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$252,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$92,637
Value of total assets at end of year2012-12-31$675,606
Value of total assets at beginning of year2012-12-31$776,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$912
Total interest from all sources2012-12-31$71,091
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$900
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$60,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$79,298
Participant contributions at end of year2012-12-31$7,972
Participant contributions at beginning of year2012-12-31$5,765
Participant contributions at end of year2012-12-31$3,470
Participant contributions at beginning of year2012-12-31$4,296
Administrative expenses (other) incurred2012-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-89,377
Value of net assets at end of year (total assets less liabilities)2012-12-31$675,606
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$764,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$663,722
Value of interest in pooled separate accounts at beginning of year2012-12-31$765,582
Interest on participant loans2012-12-31$715
Interest earned on other investments2012-12-31$70,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$13,339
Employer contributions (assets) at end of year2012-12-31$442
Employer contributions (assets) at beginning of year2012-12-31$594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$252,193
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$11,254
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2012-12-31910605875
2011 : INSPA RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,105
Total income from all sources (including contributions)2011-12-31$93,760
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$207,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$172,236
Expenses. Certain deemed distributions of participant loans2011-12-31$20,990
Value of total corrective distributions2011-12-31$11,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$102,313
Value of total assets at end of year2011-12-31$776,237
Value of total assets at beginning of year2011-12-31$892,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,673
Total interest from all sources2011-12-31$707
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$60,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$87,836
Participant contributions at end of year2011-12-31$4,296
Participant contributions at beginning of year2011-12-31$5,345
Assets. Loans (other than to participants) at end of year2011-12-31$5,765
Assets. Loans (other than to participants) at beginning of year2011-12-31$15,585
Administrative expenses (other) incurred2011-12-31$247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-113,394
Value of net assets at end of year (total assets less liabilities)2011-12-31$764,983
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$878,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$621,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$706,444
Value of interest in pooled separate accounts at end of year2011-12-31$765,582
Value of interest in pooled separate accounts at beginning of year2011-12-31$870,863
Interest on participant loans2011-12-31$707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$144,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$164,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$164,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,260
Net investment gain/loss from pooled separate accounts2011-12-31$-9,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$14,477
Employer contributions (assets) at end of year2011-12-31$594
Employer contributions (assets) at beginning of year2011-12-31$689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$172,236
Contract administrator fees2011-12-31$2,426
Liabilities. Value of benefit claims payable at end of year2011-12-31$11,254
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$14,105
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2011-12-31910605875
2010 : INSPA RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$217,906
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$143,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$126,750
Value of total corrective distributions2010-12-31$14,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$133,808
Value of total assets at end of year2010-12-31$892,482
Value of total assets at beginning of year2010-12-31$804,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,694
Total interest from all sources2010-12-31$82,981
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$2,694
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$107,792
Participant contributions at end of year2010-12-31$5,345
Participant contributions at beginning of year2010-12-31$4,148
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,065
Assets. Loans (other than to participants) at end of year2010-12-31$15,585
Other income not declared elsewhere2010-12-31$1,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$74,357
Value of net assets at end of year (total assets less liabilities)2010-12-31$878,377
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$804,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$870,863
Value of interest in pooled separate accounts at beginning of year2010-12-31$799,213
Interest on participant loans2010-12-31$271
Interest earned on other investments2010-12-31$82,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,951
Employer contributions (assets) at end of year2010-12-31$689
Employer contributions (assets) at beginning of year2010-12-31$659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$126,750
Liabilities. Value of benefit claims payable at end of year2010-12-31$14,105
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2010-12-31910605875
2009 : INSPA RETIREMENT PLAN 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 INSPA RETIREMENT PLAN

2016: INSPA RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INSPA RETIREMENT 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 filingNo
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSPA RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INSPA RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSPA RETIREMENT 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: INSPA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: INSPA RETIREMENT 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: INSPA RETIREMENT 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
2008: INSPA RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: INSPA RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number604684
Policy instance 1
Insurance contract or identification number604684
Number of Individuals Covered157
Insurance policy start date2012-01-01
Insurance policy end date2012-01-01
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number604684
Policy instance 1
Insurance contract or identification number604684
Number of Individuals Covered166
Insurance policy start date2011-01-01
Insurance policy end date2011-01-01
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number604684
Policy instance 1
Insurance contract or identification number604684
Number of Individuals Covered176
Insurance policy start date2010-01-01
Insurance policy end date2010-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMLL INCESTOR SVCS

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