Civic Intelligence
Filing

IRT 401K SAVINGS PLAN

Interactive Response Technologies • EIN 65-0420554 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

463 → 442

-21 • -4.54%

Assets

Up

$753,976 → $904,573

$150,597 • 19.97%

Investment Management Fee

0.00%

$0

Admin expenses $825 • Total expenses $46,566

Filing Details

Context
Net investment result
$150,597
Pension payor EIN
75-3182674

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
MORRISON BROWN ARGIZ & FARRAEIN 01-0720052Accountant--Morrison Brown Argiz & Farra LLP

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 PLANCurrent442$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 PLAN-98$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
91037283431068
Form Id
91305070
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378256407020002
Ins Broker 01 Name
SUMMIT GLOBAL PARTNERS/USI
Ins Broker 01 Street Addr
200 W CYPRUS CREEK RD, STE 500
Ins Broker 01 City
FORT LAUDERDALE
Ins Broker 01 State
FL
Ins Broker 01 ZIP Code
333092338
Ins Broker Comm Pd 01 Amount
$1,024
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
91037283431068
Form Id
91305070
Schedule A EIN
65-0420554
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
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
98
Ins Policy From Date
2007-01-01
Ins Policy To Date
2007-12-31
Ins Broker Comm Total Amount
$1,024
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$69,677
Pension End of year Sep Account Amount
$813,064
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
UNALLOCATED GROUP ANNUITY
Pension End Prev Bal Amount
$59,801
Pension Contribution Dep Amount
$138,758
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$2,418
Pension Transfer From Amount
$71,671
Pension Other Amount
$0
Pension Total Additions Amount
$212,847
Pension Total Bal Addn Amount
$272,648
Pension Bnfts Dsbrsd Amount
$63,160
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$139,811
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$202,971
Pension End of year Bal Amount
$69,677
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
91037283431068
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378256407020003
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
$813,064
Row 2
Filing Id
91037283431068
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378256407020003
Row 3
Filing Id
91037283431068
Schedule D EIN
65-0420554
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2007-01-01
Schedule D Tax Period
20071231

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$904,573$150,597 change

Balance Sheet

Beginning and end of plan year.

Total assets$753,976$904,573Increase +$150,597 (19.97%)
Total liabilities$0$0No change $0
Net assets$753,976$904,573Increase +$150,597 (19.97%)

Contributions

Employer contributions$0
Participant contributions$135,964
Other contributions$0
Total contributions$135,964

Income & Investment Result

Total income$197,163
Interest$702
Dividends$0
Net income$150,597

Expenses & Fees

Benefits paid$42,344
Investment management$0
Administrative expenses$825
Total expenses$46,566

Accountant

FirmMORRISON BROWN ARGIZ & FARRA
Firm EIN01-0720052

Compliance

Fidelity bondYes
Fidelity bond amount$100,000
Participant loans$16,552
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $753,976Total assets at end of year: $904,573Total liabilities at end of year: $0Net income or loss: $150,597
Filing Id
91037283431068
Schedule H EIN
65-0420554
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2007-01-01
Schedule H Tax Period
20071231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$0
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$7,330
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$686,320
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$0
Ins Co Gen Account Beginning of year Amount
$60,326
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$753,976
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$753,976
Non Interest Bear Cash End of year Amount
$5,280
Employer Contribution End of year Amount
$0
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$16,552
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$813,064
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$0
Ins Co Gen Account End of year Amount
$69,677
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$904,573
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$904,573
Employer contributions
$0
Participant contributions
$135,964
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$135,964
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$702
Interest On Oth Investment Amount
$0
Total interest income
$702
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$58,604
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$1,893
Total income
$197,163
Participant distributions
$42,344
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$42,344
Total Corrective Distribution Amount
$3,397
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$825
Total administrative expenses
$825
Total expenses
$46,566
Net income or loss
$150,597
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
MORRISON BROWN ARGIZ & FARRA
Accountant firm EIN
01-0720052
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$100,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
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 EIN75-3182674

Transfers

Distributed property value$0
Schedule R source fields
Payor 75-3182674
Filing Id
91037283431068
Schedule R EIN
65-0420554
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
75-3182674
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0