Civic Intelligence
Filing

Insulation Technologies Inc. 401K Plan

Insulation Technologies Inc. • EIN 61-1228193 • Plan year 1999

Filing Insights

Participants

Up

12 → 16

4 • 33.33%

Assets

Up

$17,198 → $41,990

$24,792 • 144.16%

Investment Management Fee

-

Admin expenses - • Total expenses $3,297

Filing Details

Context
Net investment result
$24,792

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Yes

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200919$89,385$3,447$383iApproximate average salary by contribution assumption: employee only about $9,575 at 4% or $6,383 at 6%; with 50% employer match about $6,383 at 4% or $4,256 at 6%; with 100% employer match about $4,788 at 4% or $3,192 at 6%.
Insulation Technologies Inc. 401K Plan-9$89,385$3,447$383iApproximate average salary by contribution assumption: employee only about $9,575 at 4% or $6,383 at 6%; with 50% employer match about $6,383 at 4% or $4,256 at 6%; with 100% employer match about $4,788 at 4% or $3,192 at 6%.
200819$69,263$14,851$1,650iApproximate average salary by contribution assumption: employee only about $41,253 at 4% or $27,502 at 6%; with 50% employer match about $27,502 at 4% or $18,335 at 6%; with 100% employer match about $20,626 at 4% or $13,751 at 6%.
Insulation Technologies Inc. 401K Plan-9$69,263$14,851$1,650iApproximate average salary by contribution assumption: employee only about $41,253 at 4% or $27,502 at 6%; with 50% employer match about $27,502 at 4% or $18,335 at 6%; with 100% employer match about $20,626 at 4% or $13,751 at 6%.
200719$0$0-
Insulation Technologies Inc. 401K Plan-9---
200616$87,513$5,412$902iApproximate average salary by contribution assumption: employee only about $22,550 at 4% or $15,033 at 6%; with 50% employer match about $15,033 at 4% or $10,022 at 6%; with 100% employer match about $11,275 at 4% or $7,517 at 6%.
Insulation Technologies Inc. 401K Plan-6$87,513$5,412$902iApproximate average salary by contribution assumption: employee only about $22,550 at 4% or $15,033 at 6%; with 50% employer match about $15,033 at 4% or $10,022 at 6%; with 100% employer match about $11,275 at 4% or $7,517 at 6%.
200515$76,207$4,717$943iApproximate average salary by contribution assumption: employee only about $23,585 at 4% or $15,723 at 6%; with 50% employer match about $15,723 at 4% or $10,482 at 6%; with 100% employer match about $11,793 at 4% or $7,862 at 6%.
Insulation Technologies Inc. 401K Plan-5$76,207$4,717$943iApproximate average salary by contribution assumption: employee only about $23,585 at 4% or $15,723 at 6%; with 50% employer match about $15,723 at 4% or $10,482 at 6%; with 100% employer match about $11,793 at 4% or $7,862 at 6%.
200415$72,340$10,597$2,119iApproximate average salary by contribution assumption: employee only about $52,985 at 4% or $35,323 at 6%; with 50% employer match about $35,323 at 4% or $23,549 at 6%; with 100% employer match about $26,493 at 4% or $17,662 at 6%.
Insulation Technologies Inc. 401K Plan-5$72,340$10,597$2,119iApproximate average salary by contribution assumption: employee only about $52,985 at 4% or $35,323 at 6%; with 50% employer match about $35,323 at 4% or $23,549 at 6%; with 100% employer match about $26,493 at 4% or $17,662 at 6%.
200319$66,493$15,279$1,698iApproximate average salary by contribution assumption: employee only about $42,442 at 4% or $28,294 at 6%; with 50% employer match about $28,294 at 4% or $18,863 at 6%; with 100% employer match about $21,221 at 4% or $14,147 at 6%.
Insulation Technologies Inc. 401K Plan-9$66,493$15,279$1,698iApproximate average salary by contribution assumption: employee only about $42,442 at 4% or $28,294 at 6%; with 50% employer match about $28,294 at 4% or $18,863 at 6%; with 100% employer match about $21,221 at 4% or $14,147 at 6%.
2002114$46,136$16,223$1,159iApproximate average salary by contribution assumption: employee only about $28,970 at 4% or $19,313 at 6%; with 50% employer match about $19,313 at 4% or $12,875 at 6%; with 100% employer match about $14,485 at 4% or $9,657 at 6%.
Insulation Technologies Inc. 401K Plan-14$46,136$16,223$1,159iApproximate average salary by contribution assumption: employee only about $28,970 at 4% or $19,313 at 6%; with 50% employer match about $19,313 at 4% or $12,875 at 6%; with 100% employer match about $14,485 at 4% or $9,657 at 6%.
2001110$56,406$22,362$2,236iApproximate average salary by contribution assumption: employee only about $55,905 at 4% or $37,270 at 6%; with 50% employer match about $37,270 at 4% or $24,847 at 6%; with 100% employer match about $27,952 at 4% or $18,635 at 6%.
Insulation Technologies Inc. 401K Plan-10$56,406$22,362$2,236iApproximate average salary by contribution assumption: employee only about $55,905 at 4% or $37,270 at 6%; with 50% employer match about $37,270 at 4% or $24,847 at 6%; with 100% employer match about $27,952 at 4% or $18,635 at 6%.
2000113$0$0-
Insulation Technologies Inc. 401K Plan-13---
1999116$41,990$19,928$1,246iApproximate average salary by contribution assumption: employee only about $31,138 at 4% or $20,758 at 6%; with 50% employer match about $20,758 at 4% or $13,839 at 6%; with 100% employer match about $15,569 at 4% or $10,379 at 6%.
Insulation Technologies Inc. 401K PlanCurrent16$41,990$19,928$1,246iApproximate average salary by contribution assumption: employee only about $31,138 at 4% or $20,758 at 6%; with 50% employer match about $20,758 at 4% or $13,839 at 6%; with 100% employer match about $15,569 at 4% or $10,379 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037101179021
Form Id
3668817
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10371101179020002
Ins Broker 01 Name
ADMINISTRATIVE INFORMATION MGMT,INC
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
56037101179021
Form Id
3668817
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
10371101179020002
Ins Broker 01 Name
WMA SECURITIES, INC.
Ins Broker 01 Street Addr
11315 JOHNS CREEK PARKWAY
Ins Broker 01 City
DULUTH
Ins Broker 01 State
GA
Ins Broker 01 ZIP Code
300971517
Ins Broker Comm Pd 01 Amount
$486
Ins Broker Fees Pd 01 Amount
$0
Row 3
Ins Carrier Name: NATIONWIDE LIFE INSURANCE COMPANY
Filing Id
56037101179021
Form Id
3668817
Schedule A EIN
61-1228193
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
NATIONWIDE LIFE INSURANCE COMPANY
Ins Carrier EIN
31-4156830
Ins Carrier Naic Code
66869
Ins Contract Num
GAP-54-S986
Ins Prsn Covered End of year Count
16
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$486
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$41,990
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$41,990$24,792 change

Balance Sheet

Beginning and end of plan year.

Total assets$17,198$41,990Increase +$24,792 (144.16%)
Total liabilities$0$0No change $0
Net assets$17,198$41,990Increase +$24,792 (144.16%)

Contributions

Employer contributions$1,812
Participant contributions$18,116
Other contributions$0

Income & Expenses

Total income$28,089
Total expenses$3,297
Net income$24,792
Source fields
Schedule I source fields
Filing Id
56037101179021
Schedule I EIN
61-1228193
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$17,198
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$17,198
Small plan total assets at end of year
$41,990
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$41,990
Small plan employer contributions
$1,812
Small plan participant contributions
$18,116
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$8,161
Small plan total income
$28,089
Small plan total benefit distributions
$3,297
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$3,297
Small plan net income or loss
$24,792
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
Yes
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0