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Plan Name | 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MERCY DRIVE, INC. |
Employer identification number (EIN): | 043831639 |
NAIC Classification: | 624100 |
NAIC Description: | Individual and Family Services |
Additional information about MERCY DRIVE, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2003-11-24 |
Company Identification Number: | 2981461 |
Legal Registered Office Address: |
95-60 QUEENS BOULEVARD APT 313 Queens REGO PARK United States of America (USA) 11374 |
More information about MERCY DRIVE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-07-01 | CHRISTABELLE COCHRAN | 2024-01-28 | ||
001 | 2021-07-01 | CHRISTABELLA COCHRAN | 2023-01-15 | ||
001 | 2020-07-01 | CHRISTABELLA COCHRAN | 2022-01-31 | ||
001 | 2019-07-01 | ||||
001 | 2019-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2017-07-01 | ||||
001 | 2016-07-01 | ALFRED MITCHELL | 2017-09-25 | ALFRED MITCHELL | 2017-09-25 |
001 | 2015-07-01 | ALFRED MITCHELL | 2017-09-26 | ALFRED MITCHELL | 2017-09-26 |
001 | 2014-07-01 | ALFRED MITCHELL | 2017-09-26 | ALFRED MITCHELL | 2017-09-26 |
Measure | Date | Value |
---|---|---|
2022: 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2022 401k membership | ||
Total participants, beginning-of-year | 2022-07-01 | 921 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 1,372 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 35 |
Total of all active and inactive participants | 2022-07-01 | 1,424 |
Total participants | 2022-07-01 | 1,424 |
Number of participants with account balances | 2022-07-01 | 1,372 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 270 |
2021: 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 78 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 35 |
Total of all active and inactive participants | 2021-07-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 130 |
Number of participants with account balances | 2021-07-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 17 |
2020: 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 91 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 35 |
Total of all active and inactive participants | 2020-07-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 143 |
Number of participants with account balances | 2020-07-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 54 |
2019: 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 77 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 35 |
Total of all active and inactive participants | 2019-07-01 | 129 |
Total participants | 2019-07-01 | 129 |
Number of participants with account balances | 2019-07-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 54 |
2018: 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 154 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 6 |
Total of all active and inactive participants | 2018-07-01 | 160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 160 |
Number of participants with account balances | 2018-07-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 13 |
Measure | Date | Value |
---|---|---|
2023 : 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2023 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-06-30 | $886,335 |
Total unrealized appreciation/depreciation of assets | 2023-06-30 | $886,335 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
Total income from all sources (including contributions) | 2023-06-30 | $1,988,472 |
Total loss/gain on sale of assets | 2023-06-30 | $304,342 |
Total of all expenses incurred | 2023-06-30 | $123,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $122,877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $722,381 |
Value of total assets at end of year | 2023-06-30 | $5,377,236 |
Value of total assets at beginning of year | 2023-06-30 | $3,512,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $751 |
Total interest from all sources | 2023-06-30 | $4,553 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $70,861 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $70,861 |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $400,000 |
If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Contributions received from participants | 2023-06-30 | $67,491 |
Total non interest bearing cash at end of year | 2023-06-30 | $1,611,157 |
Total non interest bearing cash at beginning of year | 2023-06-30 | $742,717 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Value of net income/loss | 2023-06-30 | $1,864,844 |
Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $5,377,236 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $3,512,392 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-06-30 | $4,553 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Contributions received in cash from employer | 2023-06-30 | $654,890 |
Employer contributions (assets) at end of year | 2023-06-30 | $166,042 |
Employer contributions (assets) at beginning of year | 2023-06-30 | $55,973 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $122,877 |
Asset. Corporate debt instrument debt (other) at end of year | 2023-06-30 | $3,600,037 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2023-06-30 | $2,713,702 |
Contract administrator fees | 2023-06-30 | $751 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-06-30 | No |
Did the plan have assets held for investment | 2023-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Aggregate proceeds on sale of assets | 2023-06-30 | $304,342 |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Disclaimer |
Accountancy firm name | 2023-06-30 | ALFRED W KACH CPA |
Accountancy firm EIN | 2023-06-30 | 421652227 |
2022 : 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total income from all sources (including contributions) | 2022-06-30 | $290,587 |
Total loss/gain on sale of assets | 2022-06-30 | $-614,607 |
Total of all expenses incurred | 2022-06-30 | $120,998 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $120,395 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $798,590 |
Value of total assets at end of year | 2022-06-30 | $3,512,292 |
Value of total assets at beginning of year | 2022-06-30 | $3,342,703 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $603 |
Total interest from all sources | 2022-06-30 | $3,212 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $103,392 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $103,392 |
Administrative expenses professional fees incurred | 2022-06-30 | $603 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $400,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $55,873 |
Participant contributions at end of year | 2022-06-30 | $0 |
Participant contributions at beginning of year | 2022-06-30 | $7,587 |
Participant contributions at end of year | 2022-06-30 | $55,873 |
Participant contributions at beginning of year | 2022-06-30 | $24,526 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $169,589 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $3,512,292 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $3,342,703 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $2,713,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $2,492,978 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $3,212 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $742,717 |
Employer contributions (assets) at end of year | 2022-06-30 | $742,717 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $817,612 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $120,395 |
Did the plan have assets held for investment | 2022-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Aggregate proceeds on sale of assets | 2022-06-30 | $-614,607 |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Disclaimer |
Accountancy firm name | 2022-06-30 | PEDRO DELGADO CPA |
Accountancy firm EIN | 2022-06-30 | 113117494 |
2021 : 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $1,523,937 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total income from all sources (including contributions) | 2021-06-30 | $962,233 |
Total loss/gain on sale of assets | 2021-06-30 | $115,378 |
Total of all expenses incurred | 2021-06-30 | $462,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $454,847 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $842,138 |
Value of total assets at end of year | 2021-06-30 | $3,161,033 |
Value of total assets at beginning of year | 2021-06-30 | $1,137,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $7,790 |
Total interest from all sources | 2021-06-30 | $23 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $4,694 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $4,694 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $400,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $24,526 |
Participant contributions at end of year | 2021-06-30 | $5,268 |
Participant contributions at beginning of year | 2021-06-30 | $12,823 |
Participant contributions at end of year | 2021-06-30 | $24,526 |
Participant contributions at beginning of year | 2021-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $499,596 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $1,637,096 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $1,137,500 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $2,313,627 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $1,049,546 |
Interest on participant loans | 2021-06-30 | $23 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $75,131 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $75,131 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $817,612 |
Employer contributions (assets) at end of year | 2021-06-30 | $817,612 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $454,847 |
Contract administrator fees | 2021-06-30 | $7,790 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Aggregate proceeds on sale of assets | 2021-06-30 | $115,378 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-06-30 | $1,523,937 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-06-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | PEDRO DELGADO CPA |
Accountancy firm EIN | 2021-06-30 | 113117494 |
2020 : 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $366,962 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $146,479 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $139,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $251,337 |
Value of total assets at end of year | 2020-06-30 | $1,137,500 |
Value of total assets at beginning of year | 2020-06-30 | $917,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $7,082 |
Total interest from all sources | 2020-06-30 | $258 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $22,393 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $22,393 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $400,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $34,385 |
Participant contributions at end of year | 2020-06-30 | $12,823 |
Participant contributions at beginning of year | 2020-06-30 | $0 |
Participant contributions at end of year | 2020-06-30 | $0 |
Participant contributions at beginning of year | 2020-06-30 | $1,575 |
Other income not declared elsewhere | 2020-06-30 | $77,481 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $220,483 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $1,137,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $917,017 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $1,049,546 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $774,710 |
Interest on participant loans | 2020-06-30 | $258 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $75,131 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $15,395 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $15,395 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $15,493 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $216,952 |
Employer contributions (assets) at end of year | 2020-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $125,337 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $139,397 |
Contract administrator fees | 2020-06-30 | $7,082 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | BDG-CPAS |
Accountancy firm EIN | 2020-06-30 | 222625944 |
2019 : 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $505,224 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $7,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $2,803 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $467,308 |
Value of total assets at end of year | 2019-06-30 | $917,017 |
Value of total assets at beginning of year | 2019-06-30 | $418,870 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $4,274 |
Total interest from all sources | 2019-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $15,329 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $15,329 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $400,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $35,625 |
Participant contributions at end of year | 2019-06-30 | $1,575 |
Participant contributions at beginning of year | 2019-06-30 | $1,220 |
Administrative expenses (other) incurred | 2019-06-30 | $754 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $498,147 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $917,017 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $418,870 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Investment advisory and management fees | 2019-06-30 | $1,015 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $774,710 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $405,645 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $15,395 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $4,134 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $4,134 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $22,587 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $431,683 |
Employer contributions (assets) at end of year | 2019-06-30 | $125,337 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $7,871 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $2,803 |
Contract administrator fees | 2019-06-30 | $2,505 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | BDG-CPAS |
Accountancy firm EIN | 2019-06-30 | 222625944 |
2022: 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2022 form 5500 responses | ||
---|---|---|
2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Submission has been amended | No |
2022-07-01 | This submission is the final filing | No |
2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-07-01 | Plan is a collectively bargained plan | Yes |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2021 form 5500 responses | ||
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2020 form 5500 responses | ||
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: 403(B) THRIFT PLAN OF MERCY DRIVE, INC MERCY DRIVE, INC 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |