RADIUS GLOBAL MARKETING RESEARCH LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RADIUS GLOBAL MARKETING RESEARCH LLC 401(K)
Measure | Date | Value |
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2021 : RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) 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 | $4,461,025 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $827,492 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $744,813 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,876,835 |
Value of total assets at end of year | 2021-12-31 | $19,492,643 |
Value of total assets at beginning of year | 2021-12-31 | $15,859,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $82,679 |
Total interest from all sources | 2021-12-31 | $4,475 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $195,119 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $195,119 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $1,036,314 |
Participant contributions at end of year | 2021-12-31 | $81,625 |
Participant contributions at beginning of year | 2021-12-31 | $95,136 |
Participant contributions at end of year | 2021-12-31 | $41,790 |
Participant contributions at beginning of year | 2021-12-31 | $42,105 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $486,999 |
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 |
Value of net income/loss | 2021-12-31 | $3,633,533 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $19,492,643 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,859,110 |
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 | $68,358 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $19,353,996 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $15,705,729 |
Interest on participant loans | 2021-12-31 | $4,475 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,384,596 |
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 | No |
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 | $353,522 |
Employer contributions (assets) at end of year | 2021-12-31 | $15,232 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $16,140 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $744,813 |
Contract administrator fees | 2021-12-31 | $14,321 |
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 | Disclaimer |
Accountancy firm name | 2021-12-31 | NAWROCKI SMITH LLP |
Accountancy firm EIN | 2021-12-31 | 743216978 |
2020 : RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) 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 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,611,834 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $102,905 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $40,983 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,251,911 |
Value of total assets at end of year | 2020-12-31 | $15,859,110 |
Value of total assets at beginning of year | 2020-12-31 | $12,350,181 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $61,922 |
Total interest from all sources | 2020-12-31 | $7,896 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $169,219 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $169,219 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $906,953 |
Participant contributions at end of year | 2020-12-31 | $95,136 |
Participant contributions at beginning of year | 2020-12-31 | $79,299 |
Participant contributions at end of year | 2020-12-31 | $42,105 |
Participant contributions at beginning of year | 2020-12-31 | $41,281 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $18,818 |
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 | $3,508,929 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,859,110 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,350,181 |
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 | $48,982 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $15,705,729 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $12,213,915 |
Interest on participant loans | 2020-12-31 | $7,896 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,182,808 |
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 | $326,140 |
Employer contributions (assets) at end of year | 2020-12-31 | $16,140 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $15,686 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $40,983 |
Contract administrator fees | 2020-12-31 | $12,940 |
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 | NAWROCKI SMITH LLP |
Accountancy firm EIN | 2020-12-31 | 743216978 |
2019 : RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $3,345,784 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,673,884 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $637,138 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $597,486 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $902,198 |
Value of total assets at end of year | 2019-12-31 | $12,350,181 |
Value of total assets at beginning of year | 2019-12-31 | $6,967,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $39,652 |
Total interest from all sources | 2019-12-31 | $3,998 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $135,074 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $135,074 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
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 |
Contributions received from participants | 2019-12-31 | $652,013 |
Participant contributions at end of year | 2019-12-31 | $79,299 |
Participant contributions at beginning of year | 2019-12-31 | $68,572 |
Participant contributions at end of year | 2019-12-31 | $41,281 |
Participant contributions at beginning of year | 2019-12-31 | $17,361 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $31,201 |
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 |
Value of net income/loss | 2019-12-31 | $2,036,746 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,350,181 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,967,651 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $28,931 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,213,915 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,881,718 |
Interest on participant loans | 2019-12-31 | $3,998 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,632,614 |
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 |
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 | $218,984 |
Employer contributions (assets) at end of year | 2019-12-31 | $15,686 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $597,486 |
Contract administrator fees | 2019-12-31 | $10,721 |
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 | 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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | NAWROCKI SMITH LLP |
Accountancy firm EIN | 2019-12-31 | 743216978 |
2018 : RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) 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 | $0 |
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 | $1,063,769 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $778,416 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $747,274 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,416,316 |
Value of total assets at end of year | 2018-12-31 | $6,967,651 |
Value of total assets at beginning of year | 2018-12-31 | $6,682,298 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $31,142 |
Total interest from all sources | 2018-12-31 | $3,394 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $82,587 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $82,587 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
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 | $472,876 |
Participant contributions at end of year | 2018-12-31 | $68,572 |
Participant contributions at beginning of year | 2018-12-31 | $68,123 |
Participant contributions at end of year | 2018-12-31 | $17,361 |
Participant contributions at beginning of year | 2018-12-31 | $20,327 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $943,440 |
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 | $285,353 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,967,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,682,298 |
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 | $20,571 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,881,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,593,848 |
Interest on participant loans | 2018-12-31 | $3,394 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-438,528 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $747,274 |
Contract administrator fees | 2018-12-31 | $10,571 |
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 | NAWROCKI SMITH |
Accountancy firm EIN | 2018-12-31 | 743216978 |
2017 : RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,590,443 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $376,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $348,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $504,112 |
Value of total assets at end of year | 2017-12-31 | $6,682,298 |
Value of total assets at beginning of year | 2017-12-31 | $5,468,405 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $28,305 |
Total interest from all sources | 2017-12-31 | $2,289 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $70,328 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $70,328 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $499,601 |
Participant contributions at end of year | 2017-12-31 | $68,123 |
Participant contributions at beginning of year | 2017-12-31 | $39,199 |
Participant contributions at end of year | 2017-12-31 | $20,327 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,511 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $2,669 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,213,893 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,682,298 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,468,405 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $17,768 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,593,848 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,426,537 |
Interest on participant loans | 2017-12-31 | $2,289 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,013,714 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $348,245 |
Contract administrator fees | 2017-12-31 | $10,537 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | NAWROCKI SMITH |
Accountancy firm EIN | 2017-12-31 | 743216978 |