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IDS 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameIDS 401(K) RETIREMENT PLAN
Plan identification number 001

IDS 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IDS LLC has sponsored the creation of one or more 401k plans.

Company Name:IDS LLC
Employer identification number (EIN):920182339
NAIC Classification:488990

Additional information about IDS LLC

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: W07718554

More information about IDS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IDS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JOANNE GLEASON2018-10-15
0012018-01-01JOANNE GLEASON2018-10-15
0012018-01-01
0012017-01-01JOANNE GLEASON2018-10-15
0012016-01-01JOANNE GLEASON JOANNE GLEASON2017-10-11
0012015-01-01JOANNE GLEASON WILLIAM RATCLIFFE2016-10-10
0012014-01-01JOANNE GLEASON
0012013-01-01JOANNE GLEASON WILLIAM RATCLIFFE2014-10-08
0012012-01-01JOANNE GLEASON
0012011-01-01JOANNE GLEASON
0012010-01-01JOANNE GLEASON

Plan Statistics for IDS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for IDS 401(K) RETIREMENT PLAN

Measure Date Value
2022: IDS 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
2021: IDS 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: IDS 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0122
Total number of active participants reported on line 7a of the Form 55002020-01-0113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0117
Number of participants with account balances2020-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: IDS 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120
Total number of active participants reported on line 7a of the Form 55002019-01-0121
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0122
Number of participants with account balances2019-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: IDS 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0120
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2016: IDS 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0123
Total number of active participants reported on line 7a of the Form 55002016-01-0124
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0124
Number of participants with account balances2016-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: IDS 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0126
Total number of active participants reported on line 7a of the Form 55002015-01-0123
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 participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: IDS 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-0126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0126
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: IDS 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0125
Number of participants with account balances2013-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: IDS 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: IDS 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0125
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: IDS 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0125
Total number of active participants reported on line 7a of the Form 55002010-01-0124
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0124
Number of participants with account balances2010-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on IDS 401(K) RETIREMENT PLAN

Measure Date Value
2022 : IDS 401(K) RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-03-23$0
Total plan liabilities at end of year2022-03-23$0
Total plan liabilities at beginning of year2022-03-23$0
Total income from all sources2022-03-23$-7
Expenses. Total of all expenses incurred2022-03-23$912
Benefits paid (including direct rollovers)2022-03-23$912
Total plan assets at end of year2022-03-23$0
Total plan assets at beginning of year2022-03-23$919
Value of fidelity bond covering the plan2022-03-23$1,647,500
Total contributions received or receivable from participants2022-03-23$0
Expenses. Other expenses not covered elsewhere2022-03-23$0
Contributions received from other sources (not participants or employers)2022-03-23$0
Other income received2022-03-23$-7
Noncash contributions received2022-03-23$0
Net income (gross income less expenses)2022-03-23$-919
Net plan assets at end of year (total assets less liabilities)2022-03-23$0
Net plan assets at beginning of year (total assets less liabilities)2022-03-23$919
Total contributions received or receivable from employer(s)2022-03-23$0
Value of certain deemed distributions of participant loans2022-03-23$0
Value of corrective distributions2022-03-23$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-03-23$0
2021 : IDS 401(K) RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$55,655
Expenses. Total of all expenses incurred2021-12-31$778,513
Benefits paid (including direct rollovers)2021-12-31$774,532
Total plan assets at end of year2021-12-31$919
Total plan assets at beginning of year2021-12-31$723,777
Value of fidelity bond covering the plan2021-12-31$1,647,500
Total contributions received or receivable from participants2021-12-31$4,805
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$48,518
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-722,858
Net plan assets at end of year (total assets less liabilities)2021-12-31$919
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$723,777
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$2,332
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,981
2020 : IDS 401(K) RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$119,580
Expenses. Total of all expenses incurred2020-12-31$73,284
Benefits paid (including direct rollovers)2020-12-31$71,057
Total plan assets at end of year2020-12-31$723,777
Total plan assets at beginning of year2020-12-31$677,481
Value of fidelity bond covering the plan2020-12-31$1,647,500
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$22,193
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$86,837
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$46,296
Net plan assets at end of year (total assets less liabilities)2020-12-31$723,777
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$677,481
Assets. Value of participant loans2020-12-31$24,604
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$10,550
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,227
2019 : IDS 401(K) RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$154,805
Expenses. Total of all expenses incurred2019-12-31$13,245
Benefits paid (including direct rollovers)2019-12-31$9,529
Total plan assets at end of year2019-12-31$677,481
Total plan assets at beginning of year2019-12-31$535,921
Value of fidelity bond covering the plan2019-12-31$1,647,500
Total contributions received or receivable from participants2019-12-31$29,441
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$110,332
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$141,560
Net plan assets at end of year (total assets less liabilities)2019-12-31$677,481
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$535,921
Assets. Value of participant loans2019-12-31$39,327
Total contributions received or receivable from employer(s)2019-12-31$15,032
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,716
2018 : IDS 401(K) RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$16,772
Expenses. Total of all expenses incurred2018-12-31$4,455
Benefits paid (including direct rollovers)2018-12-31$1,166
Total plan assets at end of year2018-12-31$535,921
Total plan assets at beginning of year2018-12-31$523,604
Value of fidelity bond covering the plan2018-12-31$1,647,500
Total contributions received or receivable from participants2018-12-31$22,960
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-15,756
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$12,317
Net plan assets at end of year (total assets less liabilities)2018-12-31$535,921
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$523,604
Assets. Value of participant loans2018-12-31$42,783
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$9,568
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,289
2016 : IDS 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$77,497
Expenses. Total of all expenses incurred2016-12-31$97,971
Benefits paid (including direct rollovers)2016-12-31$96,834
Total plan assets at end of year2016-12-31$457,409
Total plan assets at beginning of year2016-12-31$477,883
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$30,532
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$33,552
Net income (gross income less expenses)2016-12-31$-20,474
Net plan assets at end of year (total assets less liabilities)2016-12-31$457,409
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$477,883
Assets. Value of participant loans2016-12-31$29,047
Total contributions received or receivable from employer(s)2016-12-31$13,413
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : IDS 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$52,125
Expenses. Total of all expenses incurred2015-12-31$141,328
Benefits paid (including direct rollovers)2015-12-31$140,188
Total plan assets at end of year2015-12-31$477,883
Total plan assets at beginning of year2015-12-31$567,086
Value of fidelity bond covering the plan2015-12-31$5,000,000
Total contributions received or receivable from participants2015-12-31$32,445
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$5,779
Net income (gross income less expenses)2015-12-31$-89,203
Net plan assets at end of year (total assets less liabilities)2015-12-31$477,883
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$567,086
Assets. Value of participant loans2015-12-31$28,808
Total contributions received or receivable from employer(s)2015-12-31$13,901
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : IDS 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$60,950
Expenses. Total of all expenses incurred2014-12-31$9,654
Benefits paid (including direct rollovers)2014-12-31$8,084
Total plan assets at end of year2014-12-31$567,086
Total plan assets at beginning of year2014-12-31$515,790
Total contributions received or receivable from participants2014-12-31$27,699
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$21,683
Net income (gross income less expenses)2014-12-31$51,296
Net plan assets at end of year (total assets less liabilities)2014-12-31$567,086
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$515,790
Assets. Value of participant loans2014-12-31$70,093
Total contributions received or receivable from employer(s)2014-12-31$11,568
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : IDS 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$94,662
Expenses. Total of all expenses incurred2013-12-31$2,725
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$515,790
Total plan assets at beginning of year2013-12-31$423,853
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$32,183
Expenses. Other expenses not covered elsewhere2013-12-31$125
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$50,990
Net income (gross income less expenses)2013-12-31$91,937
Net plan assets at end of year (total assets less liabilities)2013-12-31$515,790
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$423,853
Assets. Value of participant loans2013-12-31$82,084
Total contributions received or receivable from employer(s)2013-12-31$11,489
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : IDS 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$75,337
Expenses. Total of all expenses incurred2012-12-31$17,339
Benefits paid (including direct rollovers)2012-12-31$16,194
Total plan assets at end of year2012-12-31$423,853
Total plan assets at beginning of year2012-12-31$365,855
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$30,359
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$32,253
Net income (gross income less expenses)2012-12-31$57,998
Net plan assets at end of year (total assets less liabilities)2012-12-31$423,853
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$365,855
Assets. Value of participant loans2012-12-31$44,526
Total contributions received or receivable from employer(s)2012-12-31$12,725
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,145
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : IDS 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$140,531
Expenses. Total of all expenses incurred2011-12-31$16,580
Benefits paid (including direct rollovers)2011-12-31$15,226
Total plan assets at end of year2011-12-31$365,855
Total plan assets at beginning of year2011-12-31$241,904
Total contributions received or receivable from participants2011-12-31$29,417
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$98,750
Other income received2011-12-31$-436
Net income (gross income less expenses)2011-12-31$123,951
Net plan assets at end of year (total assets less liabilities)2011-12-31$365,855
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$241,904
Assets. Value of participant loans2011-12-31$47,102
Total contributions received or receivable from employer(s)2011-12-31$12,800
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : IDS 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$57,113
Expenses. Total of all expenses incurred2010-12-31$433
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$241,904
Total plan assets at beginning of year2010-12-31$185,224
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$25,248
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$20,726
Net income (gross income less expenses)2010-12-31$56,680
Net plan assets at end of year (total assets less liabilities)2010-12-31$241,904
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$185,224
Assets. Value of participant loans2010-12-31$21,408
Total contributions received or receivable from employer(s)2010-12-31$11,139
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for IDS 401(K) RETIREMENT PLAN

2022: IDS 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IDS 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IDS 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IDS 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IDS 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2016: IDS 401(K) 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IDS 401(K) 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 planYes
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: IDS 401(K) 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 planYes
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: IDS 401(K) 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 planYes
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: IDS 401(K) 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 planYes
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: IDS 401(K) RETIREMENT 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 planYes
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: IDS 401(K) 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 planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60537
Policy instance 1
Insurance contract or identification numberMR 60537
Number of Individuals Covered23
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $532
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?Yes
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 $532
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60537
Policy instance 1
Insurance contract or identification numberMR 60537
Number of Individuals Covered26
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,578
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?Yes
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 $996
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60537
Policy instance 1
Insurance contract or identification numberMR 60537
Number of Individuals Covered25
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $349
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?Yes
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 $349
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60537
Policy instance 1
Insurance contract or identification numberMR 60537
Number of Individuals Covered25
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $292
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?Yes
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 $292
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60537
Policy instance 1
Insurance contract or identification numberMR 60537
Number of Individuals Covered25
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $140
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60537
Policy instance 1
Insurance contract or identification numberMR 60537
Number of Individuals Covered24
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $336
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?Yes
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 $279
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES INC

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