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Plan Name | WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WASHINGTON COUNTY EOC, INC. DBA L.E.A.P. |
Employer identification number (EIN): | 141494402 |
NAIC Classification: | 611000 |
Additional information about WASHINGTON COUNTY EOC, INC. DBA L.E.A.P.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1966-03-17 |
Company Identification Number: | 196603 |
Legal Registered Office Address: |
383 BROADWAY Washington FORT EDWARD United States of America (USA) 12828 |
More information about WASHINGTON COUNTY EOC, INC. DBA L.E.A.P.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-04-01 | EMILY LANDRY | 2024-01-11 | ||
003 | 2021-04-01 | ||||
003 | 2020-04-01 | ||||
003 | 2019-04-01 | ||||
003 | 2018-04-01 | ||||
003 | 2017-04-01 | CLAIRE MURPHY | CLAIRE M MURPHY | 2019-01-15 | |
003 | 2016-04-01 | CLAIRE MURPHY | CLAIRE M MURPHY | 2018-01-16 | |
003 | 2015-04-01 | CLAIRE M MURPHY | CLAIRE M MURPHY | 2017-01-13 | |
003 | 2014-04-01 | CLAIRE M MURPHY | CLAIRE M MURPHY | 2016-01-15 | |
003 | 2013-04-01 | CLAIRE M MURPHY | |||
003 | 2012-04-01 | CLAIRE M MURPHY | CLAIRE M MURPHY | 2013-12-09 | |
003 | 2011-04-01 | CLAIRE M MURPHY | CLAIRE M MURPHY | 2012-10-29 | |
003 | 2009-04-01 | JOAN K TARANTINO | JOAN K TARANTINO | 2010-10-07 |
Measure | Date | Value |
---|---|---|
2022: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-04-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 103 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 32 |
Total of all active and inactive participants | 2022-04-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 0 |
Total participants | 2022-04-01 | 135 |
Number of participants with account balances | 2022-04-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 5 |
2021: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-04-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 102 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 36 |
Total of all active and inactive participants | 2021-04-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 0 |
Total participants | 2021-04-01 | 138 |
Number of participants with account balances | 2021-04-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 9 |
2020: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-04-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 126 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 18 |
Total of all active and inactive participants | 2020-04-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
Total participants | 2020-04-01 | 144 |
Number of participants with account balances | 2020-04-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 3 |
2019: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-04-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 126 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 49 |
Total of all active and inactive participants | 2019-04-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
Total participants | 2019-04-01 | 175 |
Number of participants with account balances | 2019-04-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 8 |
2018: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-04-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 108 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 54 |
Total of all active and inactive participants | 2018-04-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 0 |
Total participants | 2018-04-01 | 162 |
Number of participants with account balances | 2018-04-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 16 |
2017: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-04-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 112 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 41 |
Total of all active and inactive participants | 2017-04-01 | 153 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 2 |
Total participants | 2017-04-01 | 155 |
Number of participants with account balances | 2017-04-01 | 137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 6 |
2016: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-04-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 105 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 32 |
Total of all active and inactive participants | 2016-04-01 | 137 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 0 |
Total participants | 2016-04-01 | 137 |
Number of participants with account balances | 2016-04-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 4 |
2015: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-04-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 143 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 33 |
Total of all active and inactive participants | 2015-04-01 | 176 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
Total participants | 2015-04-01 | 176 |
Number of participants with account balances | 2015-04-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 12 |
2014: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-04-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 120 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 23 |
Total of all active and inactive participants | 2014-04-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
Total participants | 2014-04-01 | 143 |
Number of participants with account balances | 2014-04-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 4 |
2013: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-04-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 128 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 21 |
Total of all active and inactive participants | 2013-04-01 | 149 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 149 |
Number of participants with account balances | 2013-04-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
2012: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-04-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 148 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 16 |
Total of all active and inactive participants | 2012-04-01 | 164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 164 |
Number of participants with account balances | 2012-04-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 1 |
2011: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-04-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 128 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 13 |
Total of all active and inactive participants | 2011-04-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 1 |
Total participants | 2011-04-01 | 142 |
Number of participants with account balances | 2011-04-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 2 |
2009: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-04-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 134 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 7 |
Total of all active and inactive participants | 2009-04-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 141 |
Number of participants with account balances | 2009-04-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total income from all sources (including contributions) | 2023-03-31 | $17,010 |
Total loss/gain on sale of assets | 2023-03-31 | $0 |
Total of all expenses incurred | 2023-03-31 | $265,342 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $249,091 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $100,406 |
Value of total assets at end of year | 2023-03-31 | $1,226,357 |
Value of total assets at beginning of year | 2023-03-31 | $1,474,689 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $16,251 |
Total interest from all sources | 2023-03-31 | $87 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $68,866 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $68,866 |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $147,469 |
If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Contributions received from participants | 2023-03-31 | $85,920 |
Administrative expenses (other) incurred | 2023-03-31 | $16,251 |
Total non interest bearing cash at end of year | 2023-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2023-03-31 | $162 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Value of net income/loss | 2023-03-31 | $-248,332 |
Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $1,226,357 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $1,474,689 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $1,219,921 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $1,464,378 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $6,436 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $10,149 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $10,149 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-03-31 | $87 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $-152,349 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Contributions received in cash from employer | 2023-03-31 | $14,486 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $249,091 |
Did the plan have assets held for investment | 2023-03-31 | 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 | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | EFPR GROUP, LLP |
Accountancy firm EIN | 2023-03-31 | 474526160 |
2022 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total income from all sources (including contributions) | 2022-03-31 | $179,135 |
Total loss/gain on sale of assets | 2022-03-31 | $0 |
Total of all expenses incurred | 2022-03-31 | $56,292 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $38,602 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $124,873 |
Value of total assets at end of year | 2022-03-31 | $1,474,689 |
Value of total assets at beginning of year | 2022-03-31 | $1,351,846 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $17,690 |
Total interest from all sources | 2022-03-31 | $9 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $85,608 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $85,608 |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $135,185 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Contributions received from participants | 2022-03-31 | $105,799 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-03-31 | $332 |
Administrative expenses (other) incurred | 2022-03-31 | $17,690 |
Total non interest bearing cash at end of year | 2022-03-31 | $162 |
Total non interest bearing cash at beginning of year | 2022-03-31 | $5,981 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $122,843 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $1,474,689 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $1,351,846 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $1,464,378 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $1,333,715 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $10,149 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $12,150 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $12,150 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-03-31 | $9 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $-31,355 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Contributions received in cash from employer | 2022-03-31 | $18,742 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $38,602 |
Did the plan have assets held for investment | 2022-03-31 | 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 | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | EFPR GROUP, LLP |
Accountancy firm EIN | 2022-03-31 | 474526160 |
2021 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total income from all sources (including contributions) | 2021-03-31 | $508,647 |
Total loss/gain on sale of assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $206,752 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $197,766 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $121,767 |
Value of total assets at end of year | 2021-03-31 | $1,351,846 |
Value of total assets at beginning of year | 2021-03-31 | $1,049,951 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $8,986 |
Total interest from all sources | 2021-03-31 | $10 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $46,401 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $46,401 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $105,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Contributions received from participants | 2021-03-31 | $101,085 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-03-31 | $0 |
Administrative expenses (other) incurred | 2021-03-31 | $8,986 |
Total non interest bearing cash at end of year | 2021-03-31 | $5,981 |
Total non interest bearing cash at beginning of year | 2021-03-31 | $9,389 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $301,895 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $1,351,846 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $1,049,951 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $1,333,715 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $1,038,488 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $12,150 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $2,074 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $2,074 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-03-31 | $10 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $340,469 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Contributions received in cash from employer | 2021-03-31 | $20,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $197,766 |
Did the plan have assets held for investment | 2021-03-31 | 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 | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Disclaimer |
Accountancy firm name | 2021-03-31 | EFPR GROUP, LLP |
Accountancy firm EIN | 2021-03-31 | 474526160 |
2020 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $74 |
Total income from all sources (including contributions) | 2020-03-31 | $43,712 |
Total loss/gain on sale of assets | 2020-03-31 | $0 |
Total of all expenses incurred | 2020-03-31 | $141,454 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $134,904 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $112,527 |
Value of total assets at end of year | 2020-03-31 | $1,049,951 |
Value of total assets at beginning of year | 2020-03-31 | $1,147,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $6,550 |
Total interest from all sources | 2020-03-31 | $13 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $55,760 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $55,760 |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $115,000 |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Contributions received from participants | 2020-03-31 | $91,360 |
Participant contributions at end of year | 2020-03-31 | $0 |
Participant contributions at beginning of year | 2020-03-31 | $2,801 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-03-31 | $2,038 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $471 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-03-31 | $74 |
Administrative expenses (other) incurred | 2020-03-31 | $6,550 |
Total non interest bearing cash at end of year | 2020-03-31 | $9,389 |
Total non interest bearing cash at beginning of year | 2020-03-31 | $500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Value of net income/loss | 2020-03-31 | $-97,742 |
Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $1,049,951 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $1,147,693 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $1,038,488 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $1,010,532 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $2,074 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $127,175 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $127,175 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-03-31 | $13 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $-124,588 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Contributions received in cash from employer | 2020-03-31 | $19,129 |
Employer contributions (assets) at end of year | 2020-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-03-31 | $6,288 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $134,904 |
Did the plan have assets held for investment | 2020-03-31 | 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 | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Disclaimer |
Accountancy firm name | 2020-03-31 | EFPR GROUP, LLP |
Accountancy firm EIN | 2020-03-31 | 474526160 |
2019 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $74 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $124 |
Total income from all sources (including contributions) | 2019-03-31 | $131,036 |
Total loss/gain on sale of assets | 2019-03-31 | $8,864 |
Total of all expenses incurred | 2019-03-31 | $426,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $416,876 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $87,099 |
Value of total assets at end of year | 2019-03-31 | $1,147,767 |
Value of total assets at beginning of year | 2019-03-31 | $1,443,046 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $9,389 |
Total interest from all sources | 2019-03-31 | $1,625 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $17,891 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $17,891 |
Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
Value of fidelity bond cover | 2019-03-31 | $144,292 |
If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Contributions received from participants | 2019-03-31 | $62,756 |
Participant contributions at end of year | 2019-03-31 | $2,801 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-03-31 | $471 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-03-31 | $364 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-03-31 | $74 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-03-31 | $100 |
Administrative expenses (other) incurred | 2019-03-31 | $3,895 |
Total non interest bearing cash at end of year | 2019-03-31 | $500 |
Total non interest bearing cash at beginning of year | 2019-03-31 | $3,134 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Value of net income/loss | 2019-03-31 | $-295,229 |
Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $1,147,693 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $1,442,922 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Investment advisory and management fees | 2019-03-31 | $5,494 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $1,010,532 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $1,365,713 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $127,175 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-03-31 | $66,336 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-03-31 | $66,336 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-03-31 | $1,625 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $15,557 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Contributions received in cash from employer | 2019-03-31 | $24,343 |
Employer contributions (assets) at end of year | 2019-03-31 | $6,288 |
Employer contributions (assets) at beginning of year | 2019-03-31 | $7,499 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $416,876 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-03-31 | $24 |
Did the plan have assets held for investment | 2019-03-31 | 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 | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
Aggregate proceeds on sale of assets | 2019-03-31 | $494,067 |
Aggregate carrying amount (costs) on sale of assets | 2019-03-31 | $485,203 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Disclaimer |
Accountancy firm name | 2019-03-31 | EFPR GROUP, LLP |
Accountancy firm EIN | 2019-03-31 | 474526160 |
2018 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $124 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Total income from all sources (including contributions) | 2018-03-31 | $223,867 |
Total loss/gain on sale of assets | 2018-03-31 | $0 |
Total of all expenses incurred | 2018-03-31 | $279,381 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $269,854 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $87,212 |
Value of total assets at end of year | 2018-03-31 | $1,443,046 |
Value of total assets at beginning of year | 2018-03-31 | $1,498,436 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $9,527 |
Total interest from all sources | 2018-03-31 | $716 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $20,033 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $20,033 |
Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
Value of fidelity bond cover | 2018-03-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Contributions received from participants | 2018-03-31 | $60,525 |
Participant contributions at beginning of year | 2018-03-31 | $2,101 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-03-31 | $640 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-03-31 | $364 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-03-31 | $383 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-03-31 | $100 |
Administrative expenses (other) incurred | 2018-03-31 | $3,486 |
Total non interest bearing cash at end of year | 2018-03-31 | $3,134 |
Total non interest bearing cash at beginning of year | 2018-03-31 | $540 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Value of net income/loss | 2018-03-31 | $-55,514 |
Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $1,442,922 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $1,498,436 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Investment advisory and management fees | 2018-03-31 | $6,041 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $1,365,713 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $1,451,606 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $66,336 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $34,412 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $34,412 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-03-31 | $716 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $115,906 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Contributions received in cash from employer | 2018-03-31 | $26,047 |
Employer contributions (assets) at end of year | 2018-03-31 | $7,499 |
Employer contributions (assets) at beginning of year | 2018-03-31 | $9,394 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $269,854 |
Liabilities. Value of benefit claims payable at end of year | 2018-03-31 | $24 |
Did the plan have assets held for investment | 2018-03-31 | 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 | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Disclaimer |
Accountancy firm name | 2018-03-31 | EFPR GROUP, LLP |
Accountancy firm EIN | 2018-03-31 | 474526160 |
2017 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total income from all sources (including contributions) | 2017-03-31 | $206,899 |
Total loss/gain on sale of assets | 2017-03-31 | $0 |
Total of all expenses incurred | 2017-03-31 | $26,964 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $18,414 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $85,695 |
Value of total assets at end of year | 2017-03-31 | $1,498,436 |
Value of total assets at beginning of year | 2017-03-31 | $1,318,501 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $8,550 |
Total interest from all sources | 2017-03-31 | $142 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $20,394 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $20,394 |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Contributions received from participants | 2017-03-31 | $50,665 |
Participant contributions at end of year | 2017-03-31 | $2,101 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-03-31 | $383 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-03-31 | $5,633 |
Administrative expenses (other) incurred | 2017-03-31 | $3,044 |
Total non interest bearing cash at end of year | 2017-03-31 | $540 |
Total non interest bearing cash at beginning of year | 2017-03-31 | $601 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $179,935 |
Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $1,498,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $1,318,501 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Investment advisory and management fees | 2017-03-31 | $5,506 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $1,451,606 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $1,277,736 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $34,412 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $28,235 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $28,235 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-03-31 | $142 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $100,668 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $35,030 |
Employer contributions (assets) at end of year | 2017-03-31 | $9,394 |
Employer contributions (assets) at beginning of year | 2017-03-31 | $6,296 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $18,414 |
Did the plan have assets held for investment | 2017-03-31 | 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 | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
Accountancy firm name | 2017-03-31 | EFPR GROUP, LLP |
Accountancy firm EIN | 2017-03-31 | 474526160 |
2016 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
Total income from all sources (including contributions) | 2016-03-31 | $62,436 |
Total loss/gain on sale of assets | 2016-03-31 | $-5,097 |
Total of all expenses incurred | 2016-03-31 | $361,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $352,155 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $62,858 |
Value of total assets at end of year | 2016-03-31 | $1,318,501 |
Value of total assets at beginning of year | 2016-03-31 | $1,617,816 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $9,596 |
Total interest from all sources | 2016-03-31 | $111 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $44,625 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-03-31 | $44,625 |
Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
Value of fidelity bond cover | 2016-03-31 | $126,167 |
If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Contributions received from participants | 2016-03-31 | $38,042 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-03-31 | $71 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $5,633 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $596 |
Administrative expenses (other) incurred | 2016-03-31 | $2,000 |
Total non interest bearing cash at end of year | 2016-03-31 | $601 |
Total non interest bearing cash at beginning of year | 2016-03-31 | $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 | 2016-03-31 | No |
Value of net income/loss | 2016-03-31 | $-299,315 |
Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $1,318,501 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $1,617,816 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Investment advisory and management fees | 2016-03-31 | $7,596 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $1,277,736 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $1,558,372 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $28,235 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $57,493 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $57,493 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-03-31 | $111 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-03-31 | $-40,061 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Contributions received in cash from employer | 2016-03-31 | $24,745 |
Employer contributions (assets) at end of year | 2016-03-31 | $6,296 |
Employer contributions (assets) at beginning of year | 2016-03-31 | $829 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $352,155 |
Did the plan have assets held for investment | 2016-03-31 | 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 | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
Aggregate proceeds on sale of assets | 2016-03-31 | $1,001,017 |
Aggregate carrying amount (costs) on sale of assets | 2016-03-31 | $1,006,114 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Disclaimer |
Accountancy firm name | 2016-03-31 | EFPR GROUP, LLP |
Accountancy firm EIN | 2016-03-31 | 474526160 |
2015 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $100 |
Total income from all sources (including contributions) | 2015-03-31 | $180,456 |
Total loss/gain on sale of assets | 2015-03-31 | $-1,880 |
Total of all expenses incurred | 2015-03-31 | $54,893 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $47,001 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $58,838 |
Value of total assets at end of year | 2015-03-31 | $1,617,816 |
Value of total assets at beginning of year | 2015-03-31 | $1,492,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $7,892 |
Total interest from all sources | 2015-03-31 | $24 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $64,420 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-03-31 | $64,420 |
Administrative expenses professional fees incurred | 2015-03-31 | $7,892 |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $141,958 |
If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Contributions received from participants | 2015-03-31 | $44,926 |
Participant contributions at beginning of year | 2015-03-31 | $1,617 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $596 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $600 |
Liabilities. Value of operating payables at beginning of year | 2015-03-31 | $100 |
Total non interest bearing cash at end of year | 2015-03-31 | $526 |
Total non interest bearing cash at beginning of year | 2015-03-31 | $446 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Value of net income/loss | 2015-03-31 | $125,563 |
Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $1,617,816 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $1,492,253 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $1,558,372 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $1,468,730 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $57,493 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $20,960 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $20,960 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-03-31 | $24 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $59,054 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Contributions received in cash from employer | 2015-03-31 | $13,912 |
Employer contributions (assets) at end of year | 2015-03-31 | $829 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $47,001 |
Did the plan have assets held for investment | 2015-03-31 | 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 | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Aggregate proceeds on sale of assets | 2015-03-31 | $375,009 |
Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $376,889 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
Accountancy firm name | 2015-03-31 | EFPR GROUP, LLP |
Accountancy firm EIN | 2015-03-31 | 474526160 |
2014 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $100 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $12,209 |
Total income from all sources (including contributions) | 2014-03-31 | $215,381 |
Total loss/gain on sale of assets | 2014-03-31 | $39,872 |
Total of all expenses incurred | 2014-03-31 | $91,231 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $83,526 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $40,594 |
Value of total assets at end of year | 2014-03-31 | $1,492,353 |
Value of total assets at beginning of year | 2014-03-31 | $1,380,312 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $7,705 |
Total interest from all sources | 2014-03-31 | $17 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $37,735 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-31 | $37,735 |
Administrative expenses professional fees incurred | 2014-03-31 | $7,705 |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $149,014 |
If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Contributions received from participants | 2014-03-31 | $40,594 |
Participant contributions at end of year | 2014-03-31 | $1,617 |
Participant contributions at beginning of year | 2014-03-31 | $6,073 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $600 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $580 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-03-31 | $12,184 |
Liabilities. Value of operating payables at end of year | 2014-03-31 | $100 |
Liabilities. Value of operating payables at beginning of year | 2014-03-31 | $25 |
Total non interest bearing cash at end of year | 2014-03-31 | $446 |
Total non interest bearing cash at beginning of year | 2014-03-31 | $66 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Value of net income/loss | 2014-03-31 | $124,150 |
Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $1,492,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $1,368,103 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $1,468,730 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $1,339,457 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $20,960 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $20,911 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $20,911 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-03-31 | $17 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $97,163 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Employer contributions (assets) at beginning of year | 2014-03-31 | $13,225 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $83,526 |
Did the plan have assets held for investment | 2014-03-31 | 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 | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Aggregate proceeds on sale of assets | 2014-03-31 | $471,033 |
Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $431,161 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
Accountancy firm name | 2014-03-31 | TOSKI AND CO., CPA'S PC |
Accountancy firm EIN | 2014-03-31 | 161170608 |
2013 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $12,209 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $6,526 |
Total income from all sources (including contributions) | 2013-03-31 | $234,022 |
Total loss/gain on sale of assets | 2013-03-31 | $-3,134 |
Total of all expenses incurred | 2013-03-31 | $118,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $114,042 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $138,750 |
Value of total assets at end of year | 2013-03-31 | $1,380,312 |
Value of total assets at beginning of year | 2013-03-31 | $1,258,928 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $4,279 |
Total interest from all sources | 2013-03-31 | $99 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $21,612 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-03-31 | $21,612 |
Administrative expenses professional fees incurred | 2013-03-31 | $4,279 |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $136,044 |
If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Contributions received from participants | 2013-03-31 | $48,858 |
Participant contributions at end of year | 2013-03-31 | $6,073 |
Participant contributions at beginning of year | 2013-03-31 | $2,008 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-03-31 | $580 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $465 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-03-31 | $12,184 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-03-31 | $6,451 |
Liabilities. Value of operating payables at end of year | 2013-03-31 | $25 |
Liabilities. Value of operating payables at beginning of year | 2013-03-31 | $75 |
Total non interest bearing cash at end of year | 2013-03-31 | $66 |
Total non interest bearing cash at beginning of year | 2013-03-31 | $6,921 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Value of net income/loss | 2013-03-31 | $115,701 |
Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $1,368,103 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $1,252,402 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $1,339,457 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $1,197,041 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $20,911 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $52,493 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $52,493 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-03-31 | $99 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-03-31 | $76,695 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Contributions received in cash from employer | 2013-03-31 | $89,892 |
Employer contributions (assets) at end of year | 2013-03-31 | $13,225 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $114,042 |
Did the plan have assets held for investment | 2013-03-31 | 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 | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
Aggregate proceeds on sale of assets | 2013-03-31 | $879,206 |
Aggregate carrying amount (costs) on sale of assets | 2013-03-31 | $882,340 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Unqualified |
Accountancy firm name | 2013-03-31 | MICHAEL GAZZILLO, CPA |
Accountancy firm EIN | 2013-03-31 | 141650145 |
2012 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $6,526 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $1,374 |
Total income from all sources (including contributions) | 2012-03-31 | $196,440 |
Total loss/gain on sale of assets | 2012-03-31 | $-26,100 |
Total of all expenses incurred | 2012-03-31 | $282,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $270,592 |
Value of total corrective distributions | 2012-03-31 | $6,451 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $152,430 |
Value of total assets at end of year | 2012-03-31 | $1,258,928 |
Value of total assets at beginning of year | 2012-03-31 | $1,339,898 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $5,519 |
Total interest from all sources | 2012-03-31 | $44 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $31,606 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-03-31 | $31,606 |
Administrative expenses professional fees incurred | 2012-03-31 | $5,519 |
Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
Value of fidelity bond cover | 2012-03-31 | $125,645 |
If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Contributions received from participants | 2012-03-31 | $52,056 |
Participant contributions at end of year | 2012-03-31 | $2,008 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-03-31 | $465 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $450 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-03-31 | $6,451 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-03-31 | $1,374 |
Liabilities. Value of operating payables at end of year | 2012-03-31 | $75 |
Total non interest bearing cash at end of year | 2012-03-31 | $6,921 |
Total non interest bearing cash at beginning of year | 2012-03-31 | $994 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Value of net income/loss | 2012-03-31 | $-86,122 |
Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $1,252,402 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $1,338,524 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $1,197,041 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $1,248,569 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $52,493 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $89,885 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $89,885 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-03-31 | $44 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-03-31 | $38,460 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Contributions received in cash from employer | 2012-03-31 | $100,374 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $270,592 |
Did the plan have assets held for investment | 2012-03-31 | 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 | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
Aggregate proceeds on sale of assets | 2012-03-31 | $1,161,282 |
Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $1,187,382 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Unqualified |
Accountancy firm name | 2012-03-31 | MICHAEL GAZZILLO, CPA |
Accountancy firm EIN | 2012-03-31 | 141650145 |
2011 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $1,374 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $4,079 |
Total income from all sources (including contributions) | 2011-03-31 | $296,384 |
Total loss/gain on sale of assets | 2011-03-31 | $2,437 |
Total of all expenses incurred | 2011-03-31 | $39,629 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $33,330 |
Value of total corrective distributions | 2011-03-31 | $1,374 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $165,586 |
Value of total assets at end of year | 2011-03-31 | $1,339,898 |
Value of total assets at beginning of year | 2011-03-31 | $1,085,848 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $4,925 |
Total interest from all sources | 2011-03-31 | $76 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $28,361 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-03-31 | $28,361 |
Administrative expenses professional fees incurred | 2011-03-31 | $4,925 |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $125,000 |
If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Contributions received from participants | 2011-03-31 | $67,757 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $450 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $1,026 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-03-31 | $1,374 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-03-31 | $4,079 |
Total non interest bearing cash at end of year | 2011-03-31 | $994 |
Total non interest bearing cash at beginning of year | 2011-03-31 | $203 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Value of net income/loss | 2011-03-31 | $256,755 |
Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $1,338,524 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $1,081,769 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $1,248,569 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $1,051,502 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $89,885 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $33,117 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $33,117 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-03-31 | $76 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-03-31 | $99,924 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Contributions received in cash from employer | 2011-03-31 | $97,829 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $33,330 |
Did the plan have assets held for investment | 2011-03-31 | 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 | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Aggregate proceeds on sale of assets | 2011-03-31 | $526,606 |
Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $524,169 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Unqualified |
Accountancy firm name | 2011-03-31 | MICHAEL GAZZILLO, CPA |
Accountancy firm EIN | 2011-03-31 | 141650145 |
2010 : WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |
2022: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2022 form 5500 responses | ||
---|---|---|
2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Submission has been amended | No |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Trust | Yes |
2022-04-01 | Plan benefit arrangement - Trust | Yes |
2021: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2021 form 5500 responses | ||
2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Submission has been amended | No |
2021-04-01 | This submission is the final filing | No |
2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Trust | Yes |
2021-04-01 | Plan benefit arrangement - Trust | Yes |
2020: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2020 form 5500 responses | ||
2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Submission has been amended | No |
2020-04-01 | This submission is the final filing | No |
2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-04-01 | Plan is a collectively bargained plan | No |
2020-04-01 | Plan funding arrangement – Trust | Yes |
2020-04-01 | Plan benefit arrangement - Trust | Yes |
2019: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2019 form 5500 responses | ||
2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Submission has been amended | No |
2019-04-01 | This submission is the final filing | No |
2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-04-01 | Plan is a collectively bargained plan | No |
2019-04-01 | Plan funding arrangement – Trust | Yes |
2019-04-01 | Plan benefit arrangement - Trust | Yes |
2018: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2018 form 5500 responses | ||
2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Submission has been amended | No |
2018-04-01 | This submission is the final filing | No |
2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-04-01 | Plan is a collectively bargained plan | No |
2018-04-01 | Plan funding arrangement – Trust | Yes |
2018-04-01 | Plan benefit arrangement - Trust | Yes |
2017: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2017 form 5500 responses | ||
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Submission has been amended | No |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Trust | Yes |
2017-04-01 | Plan benefit arrangement - Trust | Yes |
2016: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2016 form 5500 responses | ||
2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | No |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | No |
2016-04-01 | Plan funding arrangement – Trust | Yes |
2016-04-01 | Plan benefit arrangement - Trust | Yes |
2015: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2015 form 5500 responses | ||
2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Submission has been amended | No |
2015-04-01 | This submission is the final filing | No |
2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-04-01 | Plan is a collectively bargained plan | No |
2015-04-01 | Plan funding arrangement – Trust | Yes |
2015-04-01 | Plan benefit arrangement - Trust | Yes |
2014: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2014 form 5500 responses | ||
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | No |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement - Trust | Yes |
2013: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2013 form 5500 responses | ||
2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement - Trust | Yes |
2012: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2012 form 5500 responses | ||
2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Submission has been amended | No |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | No |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement - Trust | Yes |
2011: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2011 form 5500 responses | ||
2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | No |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | No |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement - Trust | Yes |
2009: WASHINGTON COUNTY EOC PROFIT SHARING 401K PLAN 2009 form 5500 responses | ||
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement - Trust | Yes |