MEDICAL GUARDIAN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDICAL GUARDIAN, LLC 401(K) PLAN
Measure | Date | Value |
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2022 : MEDICAL GUARDIAN, LLC 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $1,091,092 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $606,476 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $192,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $170,971 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,054,261 |
Value of total assets at end of year | 2022-12-31 | $4,041,213 |
Value of total assets at beginning of year | 2022-12-31 | $2,535,745 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $21,129 |
Total interest from all sources | 2022-12-31 | $3,843 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $75,248 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $75,248 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $534,917 |
Participant contributions at end of year | 2022-12-31 | $70,598 |
Participant contributions at beginning of year | 2022-12-31 | $51,354 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $227,214 |
Administrative expenses (other) incurred | 2022-12-31 | $7,973 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $414,376 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,041,213 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,535,745 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,722,507 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,455,525 |
Interest on participant loans | 2022-12-31 | $3,177 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $52,696 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $28,866 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $28,866 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $666 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-526,876 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $292,130 |
Employer contributions (assets) at end of year | 2022-12-31 | $195,412 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $170,971 |
Contract administrator fees | 2022-12-31 | $13,156 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BELFINT, LYONS & SHUMAN, P.A |
Accountancy firm EIN | 2022-12-31 | 510232399 |
2021 : MEDICAL GUARDIAN, LLC 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $765,955 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $172,320 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $150,741 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $473,734 |
Value of total assets at end of year | 2021-12-31 | $2,535,745 |
Value of total assets at beginning of year | 2021-12-31 | $1,942,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $21,579 |
Total interest from all sources | 2021-12-31 | $1,817 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $251,483 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $251,483 |
Administrative expenses professional fees incurred | 2021-12-31 | $3,127 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $386,384 |
Participant contributions at end of year | 2021-12-31 | $51,354 |
Participant contributions at beginning of year | 2021-12-31 | $25,552 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $9,089 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $593,635 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,535,745 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,942,110 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $11,722 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,455,525 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,904,032 |
Interest on participant loans | 2021-12-31 | $1,606 |
Interest earned on other investments | 2021-12-31 | $211 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $28,866 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $12,526 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $12,526 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $38,921 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $78,261 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $150,741 |
Contract administrator fees | 2021-12-31 | $6,730 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BELFINT, LYONS & SHUMAN, P.A |
Accountancy firm EIN | 2021-12-31 | 510232399 |
2020 : MEDICAL GUARDIAN, LLC 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $25,520 |
Total income from all sources (including contributions) | 2020-12-31 | $703,236 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $190,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $173,838 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $427,242 |
Value of total assets at end of year | 2020-12-31 | $1,942,110 |
Value of total assets at beginning of year | 2020-12-31 | $1,455,082 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $16,850 |
Total interest from all sources | 2020-12-31 | $5,169 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $39,638 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $39,638 |
Administrative expenses professional fees incurred | 2020-12-31 | $2,332 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $336,188 |
Participant contributions at end of year | 2020-12-31 | $25,552 |
Participant contributions at beginning of year | 2020-12-31 | $38,703 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $19,521 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $15,939 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $25,520 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $512,548 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,942,110 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,429,562 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $10,627 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,904,032 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,349,123 |
Interest on participant loans | 2020-12-31 | $1,866 |
Interest earned on other investments | 2020-12-31 | $3,303 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $12,526 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $15,581 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $15,581 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $231,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $71,533 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $35,736 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $173,838 |
Contract administrator fees | 2020-12-31 | $3,891 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WIPFLI |
Accountancy firm EIN | 2020-12-31 | 390758449 |
2019 : MEDICAL GUARDIAN, LLC 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $25,520 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $25,520 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,721 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,721 |
Total income from all sources (including contributions) | 2019-12-31 | $669,226 |
Total income from all sources (including contributions) | 2019-12-31 | $669,226 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $164,370 |
Total of all expenses incurred | 2019-12-31 | $164,370 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $149,839 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $149,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $433,783 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $433,783 |
Value of total assets at end of year | 2019-12-31 | $1,455,082 |
Value of total assets at end of year | 2019-12-31 | $1,455,082 |
Value of total assets at beginning of year | 2019-12-31 | $931,427 |
Value of total assets at beginning of year | 2019-12-31 | $931,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $14,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $14,531 |
Total interest from all sources | 2019-12-31 | $1,724 |
Total interest from all sources | 2019-12-31 | $1,724 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $29,424 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $29,424 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $29,424 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $29,424 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,892 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,892 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $100,000 |
Value of fidelity bond cover | 2019-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $327,764 |
Contributions received from participants | 2019-12-31 | $327,764 |
Participant contributions at end of year | 2019-12-31 | $38,703 |
Participant contributions at end of year | 2019-12-31 | $38,703 |
Participant contributions at beginning of year | 2019-12-31 | $24,669 |
Participant contributions at beginning of year | 2019-12-31 | $24,669 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $15,098 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $15,098 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $1,298 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $1,298 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $15,939 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $15,939 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $25,520 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $25,520 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $6,721 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $6,721 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Income. Non cash contributions | 2019-12-31 | $0 |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $504,856 |
Value of net income/loss | 2019-12-31 | $504,856 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,429,562 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,429,562 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $924,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $924,706 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $8,760 |
Investment advisory and management fees | 2019-12-31 | $8,760 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,349,123 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,349,123 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $894,863 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $894,863 |
Interest earned on other investments | 2019-12-31 | $1,724 |
Interest earned on other investments | 2019-12-31 | $1,724 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $15,581 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $15,581 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $11,895 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $11,895 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $11,895 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $11,895 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $204,295 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $204,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $90,921 |
Contributions received in cash from employer | 2019-12-31 | $90,921 |
Employer contributions (assets) at end of year | 2019-12-31 | $35,736 |
Employer contributions (assets) at end of year | 2019-12-31 | $35,736 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $148,541 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $148,541 |
Contract administrator fees | 2019-12-31 | $2,879 |
Contract administrator fees | 2019-12-31 | $2,879 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WIPFLI |
Accountancy firm name | 2019-12-31 | WIPFLI |
Accountancy firm EIN | 2019-12-31 | 390758449 |
Accountancy firm EIN | 2019-12-31 | 390758449 |
2018 : MEDICAL GUARDIAN, LLC 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $6,721 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $249,205 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $146,440 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $124,745 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $8,079 |
Value of total corrective distributions | 2018-12-31 | $6,721 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $314,998 |
Value of total assets at end of year | 2018-12-31 | $931,427 |
Value of total assets at beginning of year | 2018-12-31 | $821,941 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,895 |
Total interest from all sources | 2018-12-31 | $863 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $21,360 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $21,360 |
Administrative expenses professional fees incurred | 2018-12-31 | $819 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $274,549 |
Participant contributions at end of year | 2018-12-31 | $24,669 |
Participant contributions at beginning of year | 2018-12-31 | $7,346 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $5,464 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $6,721 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $102,765 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $924,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $821,941 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $3,945 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $894,863 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $810,254 |
Interest on participant loans | 2018-12-31 | $863 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $11,895 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $4,341 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $4,341 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-88,016 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $34,985 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $124,745 |
Contract administrator fees | 2018-12-31 | $2,131 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WIPFLI |
Accountancy firm EIN | 2018-12-31 | 390758449 |