Civic Intelligence
Filing

INTERACTIVE RESPONSE TECHNOLOGIES, INC 401K SAVINGS PLAN

Interactive Response Technologies • EIN 65-0420554 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

118 → 98

-20 • -16.95%

Assets

Up

$277,497 → $441,415

$163,918 • 59.07%

Investment Management Fee

-

Admin expenses - • Total expenses $48,472

Filing Details

Context
Net investment result
$163,918
Pension payor EIN
43-1760645

Status Flags

Fidelity bond in place

Yes

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

No

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
20092880$974,463$129,175$147iApproximate average salary by contribution assumption: employee only about $3,670 at 4% or $2,446 at 6%; with 50% employer match about $2,446 at 4% or $1,631 at 6%; with 100% employer match about $1,835 at 4% or $1,223 at 6%.
IRT 401(K) SAVINGS PLAN-880$974,463$129,175$147iApproximate average salary by contribution assumption: employee only about $3,670 at 4% or $2,446 at 6%; with 50% employer match about $2,446 at 4% or $1,631 at 6%; with 100% employer match about $1,835 at 4% or $1,223 at 6%.
I L F L-576---
20082787$718,035$151,612$193iApproximate average salary by contribution assumption: employee only about $4,816 at 4% or $3,211 at 6%; with 50% employer match about $3,211 at 4% or $2,141 at 6%; with 100% employer match about $2,408 at 4% or $1,605 at 6%.
IRT 401K SAVINGS PLAN-626$718,035$151,612$242iApproximate average salary by contribution assumption: employee only about $6,055 at 4% or $4,037 at 6%; with 50% employer match about $4,037 at 4% or $2,691 at 6%; with 100% employer match about $3,027 at 4% or $2,018 at 6%.
I L F L-787---
20072442$904,573$135,964$308iApproximate average salary by contribution assumption: employee only about $7,690 at 4% or $5,127 at 6%; with 50% employer match about $5,127 at 4% or $3,418 at 6%; with 100% employer match about $3,845 at 4% or $2,563 at 6%.
IRT 401K SAVINGS PLAN-442$904,573$135,964$308iApproximate average salary by contribution assumption: employee only about $7,690 at 4% or $5,127 at 6%; with 50% employer match about $5,127 at 4% or $3,418 at 6%; with 100% employer match about $3,845 at 4% or $2,563 at 6%.
I L F L-380---
20062403$753,439$103,543$257iApproximate average salary by contribution assumption: employee only about $6,423 at 4% or $4,282 at 6%; with 50% employer match about $4,282 at 4% or $2,855 at 6%; with 100% employer match about $3,212 at 4% or $2,141 at 6%.
IRT 401K SAVINGS PLAN-378$753,439$103,543$274iApproximate average salary by contribution assumption: employee only about $6,848 at 4% or $4,565 at 6%; with 50% employer match about $4,565 at 4% or $3,044 at 6%; with 100% employer match about $3,424 at 4% or $2,283 at 6%.
I L F L-403---
20052330$704,888$147,456$447iApproximate average salary by contribution assumption: employee only about $11,171 at 4% or $7,447 at 6%; with 50% employer match about $7,447 at 4% or $4,965 at 6%; with 100% employer match about $5,585 at 4% or $3,724 at 6%.
INTERACTIVE RESPONSE TECHNOLOGIES, INC 401K SAVINGS PLAN-266$704,888$147,456$554iApproximate average salary by contribution assumption: employee only about $13,859 at 4% or $9,239 at 6%; with 50% employer match about $9,239 at 4% or $6,159 at 6%; with 100% employer match about $6,929 at 4% or $4,620 at 6%.
I L F L-330---
20042304$551,447$121,750$400iApproximate average salary by contribution assumption: employee only about $10,012 at 4% or $6,675 at 6%; with 50% employer match about $6,675 at 4% or $4,450 at 6%; with 100% employer match about $5,006 at 4% or $3,337 at 6%.
INTERACTIVE RESPONSE TECHNOLOGIES, INC 401K SAVINGS PLAN-163$551,447$121,750$747iApproximate average salary by contribution assumption: employee only about $18,673 at 4% or $12,449 at 6%; with 50% employer match about $12,449 at 4% or $8,299 at 6%; with 100% employer match about $9,337 at 4% or $6,224 at 6%.
I L F L-304---
20032144$441,415$144,190$1,001iApproximate average salary by contribution assumption: employee only about $25,033 at 4% or $16,689 at 6%; with 50% employer match about $16,689 at 4% or $11,126 at 6%; with 100% employer match about $12,516 at 4% or $8,344 at 6%.
INTERACTIVE RESPONSE TECHNOLOGIES, INC 401K SAVINGS PLANCurrent98$441,415$144,190$1,471iApproximate average salary by contribution assumption: employee only about $36,783 at 4% or $24,522 at 6%; with 50% employer match about $24,522 at 4% or $16,348 at 6%; with 100% employer match about $18,392 at 4% or $12,261 at 6%.
I L F L-144---
20022187$277,497$187,100$1,001iApproximate average salary by contribution assumption: employee only about $25,013 at 4% or $16,676 at 6%; with 50% employer match about $16,676 at 4% or $11,117 at 6%; with 100% employer match about $12,507 at 4% or $8,338 at 6%.
INTERACTIVE RESPONSE TECHNOLOGIES, INC 401K SAVINGS PLAN-107$277,497$187,100$1,749iApproximate average salary by contribution assumption: employee only about $43,715 at 4% or $29,143 at 6%; with 50% employer match about $29,143 at 4% or $19,429 at 6%; with 100% employer match about $21,857 at 4% or $14,572 at 6%.
I L F L-187---
20012205$0$0-
INTERACTIVE RESPONSE TECHNOLOGIES, INC 401K SAVINGS PLAN-88---
I L F L-205---
20002156$24,592$25,503$163iApproximate average salary by contribution assumption: employee only about $4,087 at 4% or $2,725 at 6%; with 50% employer match about $2,725 at 4% or $1,816 at 6%; with 100% employer match about $2,044 at 4% or $1,362 at 6%.
INTERACTIVE RESPONSE TECHNOLOGIES, INC 401K SAVINGS PLAN-64$24,592$25,503$398iApproximate average salary by contribution assumption: employee only about $9,962 at 4% or $6,641 at 6%; with 50% employer match about $6,641 at 4% or $4,428 at 6%; with 100% employer match about $4,981 at 4% or $3,321 at 6%.
I L F L-156---
1999180$0$0-
I L F L-80---
Schedule Details

Schedule A

Row 1
Filing Id
84037288231044
Form Id
52396953
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374288231040002
Ins Broker 01 Name
SUMMIT GLOBAL PARTNERS DBA CFS
Ins Broker 01 Street Addr
PO BOX 811088
Ins Broker 01 City
BOCA RATON
Ins Broker 01 State
FL
Ins Broker 01 ZIP Code
334811088
Ins Broker Comm Pd 01 Amount
$808
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: UNITED OF OMAHA LIFE INS. CO.
Filing Id
84037288231044
Form Id
52396953
Schedule A EIN
65-0420554
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20031231
Ins Carrier Name
UNITED OF OMAHA LIFE INS. CO.
Ins Carrier EIN
47-0322111
Ins Carrier Naic Code
69868
Ins Contract Num
12359
Ins Prsn Covered End of year Count
0
Ins Policy From Date
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$808
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$38,997
Pension End of year Sep Account Amount
$393,655
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$22,533
Pension Contribution Dep Amount
$148,475
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$1,152
Pension Transfer From Amount
$73,498
Pension Other Amount
$0
Pension Total Additions Amount
$223,125
Pension Total Bal Addn Amount
$245,658
Pension Bnfts Dsbrsd Amount
$57,894
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$148,767
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$206,661
Pension End of year Bal Amount
$38,997
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 D

Row 1
Filing Id
84037288231044
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374288231040003
DFE P1 Entity 01 Name
UNITED OF OMAHA SEPARATE ACCT K
DFE P1 Spons 01 Name
UNITED OF OMAHA LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
431795138001
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$393,655
Row 2
Filing Id
84037288231044
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374288231040003

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$441,415$163,918 change

Balance Sheet

Beginning and end of plan year.

Total assets$277,497$441,415Increase +$163,918 (59.07%)
Total liabilities$0$0No change $0
Net assets$277,497$441,415Increase +$163,918 (59.07%)

Contributions

Employer contributions$123,366
Participant contributions$20,824
Other contributions$0

Income & Expenses

Total income$212,390
Total expenses$48,472
Net income$163,918
Source fields
Schedule I source fields
Filing Id
84037288231044
Schedule I EIN
65-0420554
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$277,497
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$277,497
Small plan total assets at end of year
$441,415
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$441,415
Small plan employer contributions
$123,366
Small plan participant contributions
$20,824
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$68,200
Small plan total income
$212,390
Small plan total benefit distributions
$47,847
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$625
Small plan total expenses
$48,472
Small plan net income or loss
$163,918
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
Yes
Small Mortg Participants End of year Amount
$8,763
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
Yes
Small plan fidelity bond amount
$100,000
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
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN43-1760645

Transfers

Distributed property value$0
Schedule R source fields
Payor 43-1760645
Filing Id
84037288231044
Schedule R EIN
65-0420554
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
43-1760645
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0