STERLING MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2022 : STERLING MEDICAL 401K PLAN 2022 401k financial data |
---|
Total income from all sources (including contributions) | 2022-12-31 | $-927,286 |
Total of all expenses incurred | 2022-12-31 | $2,814,679 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,705,977 |
Value of total corrective distributions | 2022-12-31 | $8,024 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,770,421 |
Value of total assets at end of year | 2022-12-31 | $12,846,686 |
Value of total assets at beginning of year | 2022-12-31 | $16,588,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $100,678 |
Total interest from all sources | 2022-12-31 | $2,895 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $240,672 |
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 | $240,672 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $650,000 |
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 | $1,668,478 |
Participant contributions at end of year | 2022-12-31 | $67,837 |
Participant contributions at beginning of year | 2022-12-31 | $59,682 |
Participant contributions at end of year | 2022-12-31 | $46,994 |
Participant contributions at beginning of year | 2022-12-31 | $19,965 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $72,041 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $208 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $330 |
Administrative expenses (other) incurred | 2022-12-31 | $52,578 |
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 | $-3,741,965 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,846,686 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,588,651 |
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 |
Investment advisory and management fees | 2022-12-31 | $48,100 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,789,199 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $15,421,058 |
Interest on participant loans | 2022-12-31 | $2,895 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $942,104 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,087,231 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,964,330 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $23,056 |
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 | $29,902 |
Employer contributions (assets) at end of year | 2022-12-31 | $344 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $385 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,705,977 |
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 | 2022-12-31 | No |
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 | VONLEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2022-12-31 | 310905417 |
2021 : STERLING MEDICAL 401K PLAN 2021 401k financial data |
---|
Total income from all sources (including contributions) | 2021-12-31 | $4,453,362 |
Total of all expenses incurred | 2021-12-31 | $2,888,915 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,758,338 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $5,358 |
Value of total corrective distributions | 2021-12-31 | $9,118 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,241,332 |
Value of total assets at end of year | 2021-12-31 | $16,588,651 |
Value of total assets at beginning of year | 2021-12-31 | $15,024,204 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $116,101 |
Total interest from all sources | 2021-12-31 | $3,785 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $305,704 |
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 | $305,704 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $650,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,047,051 |
Participant contributions at end of year | 2021-12-31 | $59,682 |
Participant contributions at beginning of year | 2021-12-31 | $82,630 |
Participant contributions at end of year | 2021-12-31 | $19,965 |
Participant contributions at beginning of year | 2021-12-31 | $17,504 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $158,617 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $330 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $322 |
Administrative expenses (other) incurred | 2021-12-31 | $53,885 |
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 | $1,564,447 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $16,588,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,024,204 |
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 | $62,216 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $15,421,058 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,678,192 |
Interest on participant loans | 2021-12-31 | $3,785 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,087,231 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,217,174 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $28,046 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,880,376 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $22,165 |
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 | $35,664 |
Employer contributions (assets) at end of year | 2021-12-31 | $385 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $336 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,758,338 |
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 | 2021-12-31 | No |
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 | VONLEHMAN & COMPANY, INC. |
Accountancy firm EIN | 2021-12-31 | 310905417 |
2020 : STERLING MEDICAL 401K PLAN 2020 401k financial data |
---|
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 | $3,960,815 |
Total of all expenses incurred | 2020-12-31 | $2,209,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,089,025 |
Value of total corrective distributions | 2020-12-31 | $31,172 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,053,695 |
Value of total assets at end of year | 2020-12-31 | $15,024,204 |
Value of total assets at beginning of year | 2020-12-31 | $13,272,899 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $89,313 |
Total interest from all sources | 2020-12-31 | $5,485 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $223,531 |
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 | $223,531 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $650,000 |
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 | $1,882,936 |
Participant contributions at end of year | 2020-12-31 | $82,630 |
Participant contributions at beginning of year | 2020-12-31 | $101,199 |
Participant contributions at end of year | 2020-12-31 | $17,504 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $141,232 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $322 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $348 |
Administrative expenses (other) incurred | 2020-12-31 | $45,192 |
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 | $1,751,305 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,024,204 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,272,899 |
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 | $44,121 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $13,678,192 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $12,075,422 |
Interest on participant loans | 2020-12-31 | $5,485 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,217,174 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,067,885 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $28,046 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $28,045 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,651,123 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $26,981 |
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 | $29,527 |
Employer contributions (assets) at end of year | 2020-12-31 | $336 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,089,025 |
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 | 2020-12-31 | No |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
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 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2020-12-31 | 310800053 |
2019 : STERLING MEDICAL 401K PLAN 2019 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
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 | $49,564 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $49,564 |
Total income from all sources (including contributions) | 2019-12-31 | $5,300,916 |
Total income from all sources (including contributions) | 2019-12-31 | $5,300,916 |
Total of all expenses incurred | 2019-12-31 | $3,069,830 |
Total of all expenses incurred | 2019-12-31 | $3,069,830 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,925,076 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,925,076 |
Value of total corrective distributions | 2019-12-31 | $54,785 |
Value of total corrective distributions | 2019-12-31 | $54,785 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,804,614 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,804,614 |
Value of total assets at end of year | 2019-12-31 | $13,272,899 |
Value of total assets at end of year | 2019-12-31 | $13,272,899 |
Value of total assets at beginning of year | 2019-12-31 | $11,091,377 |
Value of total assets at beginning of year | 2019-12-31 | $11,091,377 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $89,969 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $89,969 |
Total interest from all sources | 2019-12-31 | $5,213 |
Total interest from all sources | 2019-12-31 | $5,213 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $261,736 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $261,736 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $261,736 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $261,736 |
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 | $650,000 |
Value of fidelity bond cover | 2019-12-31 | $650,000 |
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 | $2,194,167 |
Contributions received from participants | 2019-12-31 | $2,194,167 |
Participant contributions at end of year | 2019-12-31 | $101,199 |
Participant contributions at end of year | 2019-12-31 | $101,199 |
Participant contributions at beginning of year | 2019-12-31 | $117,900 |
Participant contributions at beginning of year | 2019-12-31 | $117,900 |
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 | $63,897 |
Participant contributions at beginning of year | 2019-12-31 | $63,897 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $576,103 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $576,103 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $348 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $348 |
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 |
Administrative expenses (other) incurred | 2019-12-31 | $47,284 |
Administrative expenses (other) incurred | 2019-12-31 | $47,284 |
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 |
Value of net income/loss | 2019-12-31 | $2,231,086 |
Value of net income/loss | 2019-12-31 | $2,231,086 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,272,899 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,272,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,041,813 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,041,813 |
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 | $42,685 |
Investment advisory and management fees | 2019-12-31 | $42,685 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,075,422 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,075,422 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,390,695 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,390,695 |
Interest on participant loans | 2019-12-31 | $5,214 |
Interest on participant loans | 2019-12-31 | $5,214 |
Interest earned on other investments | 2019-12-31 | $-1 |
Interest earned on other investments | 2019-12-31 | $-1 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,067,885 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,067,885 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,489,561 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,489,561 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $28,045 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $28,045 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $28,046 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $28,046 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,199,374 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,199,374 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $29,979 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $29,979 |
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 | $34,344 |
Contributions received in cash from employer | 2019-12-31 | $34,344 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,278 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,925,076 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,925,076 |
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 | No |
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 | No |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $49,564 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $49,564 |
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 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm name | 2019-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2019-12-31 | 310800053 |
Accountancy firm EIN | 2019-12-31 | 310800053 |
2018 : STERLING MEDICAL 401K PLAN 2018 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $49,564 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $73,991 |
Total income from all sources (including contributions) | 2018-12-31 | $2,233,890 |
Total of all expenses incurred | 2018-12-31 | $2,113,065 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,006,833 |
Value of total corrective distributions | 2018-12-31 | $49,564 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,868,578 |
Value of total assets at end of year | 2018-12-31 | $11,091,377 |
Value of total assets at beginning of year | 2018-12-31 | $10,994,979 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $56,668 |
Total interest from all sources | 2018-12-31 | $6,763 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $218,495 |
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 | $218,495 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $540,000 |
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 | $2,439,063 |
Participant contributions at end of year | 2018-12-31 | $117,900 |
Participant contributions at beginning of year | 2018-12-31 | $86,118 |
Participant contributions at end of year | 2018-12-31 | $63,897 |
Participant contributions at beginning of year | 2018-12-31 | $36,021 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $382,533 |
Administrative expenses (other) incurred | 2018-12-31 | $35,671 |
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 | $120,825 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,041,813 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,920,988 |
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 | $20,997 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,390,695 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $10,220,351 |
Interest on participant loans | 2018-12-31 | $5,303 |
Interest earned on other investments | 2018-12-31 | $1,460 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,489,561 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $28,046 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $651,769 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-948,316 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $71,273 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $17,097 |
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 | $46,982 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,278 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $720 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,006,833 |
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 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $49,564 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $73,991 |
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 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2018-12-31 | 310800053 |
2017 : STERLING MEDICAL 401K PLAN 2017 401k financial data |
---|
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 | $73,991 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $46,529 |
Total income from all sources (including contributions) | 2017-12-31 | $3,828,907 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $741,955 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $655,736 |
Value of total corrective distributions | 2017-12-31 | $73,991 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,402,329 |
Value of total assets at end of year | 2017-12-31 | $10,994,979 |
Value of total assets at beginning of year | 2017-12-31 | $7,880,565 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $12,228 |
Total interest from all sources | 2017-12-31 | $3,837 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,080 |
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 | $1,080 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $540,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
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 | $2,090,965 |
Participant contributions at end of year | 2017-12-31 | $86,118 |
Participant contributions at beginning of year | 2017-12-31 | $108,800 |
Participant contributions at end of year | 2017-12-31 | $36,021 |
Participant contributions at beginning of year | 2017-12-31 | $24,788 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $269,540 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $522 |
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 | $3,086,952 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,920,988 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,834,036 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,745,959 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $10,220,351 |
Interest on participant loans | 2017-12-31 | $3,837 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $651,769 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $375,756 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,045,905 |
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 |
Contributions received in cash from employer | 2017-12-31 | $41,824 |
Employer contributions (assets) at end of year | 2017-12-31 | $720 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $496 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $655,736 |
Contract administrator fees | 2017-12-31 | $12,228 |
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 | 2017-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $73,991 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $46,529 |
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 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2017-12-31 | 310800053 |
2016 : STERLING MEDICAL 401K PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $46,529 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $118,302 |
Total income from all sources (including contributions) | 2016-12-31 | $2,261,654 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $786,756 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $724,429 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $46,529 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,801,383 |
Value of total assets at end of year | 2016-12-31 | $7,880,565 |
Value of total assets at beginning of year | 2016-12-31 | $6,477,440 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,798 |
Total interest from all sources | 2016-12-31 | $1,451 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $289,958 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $289,958 |
Administrative expenses professional fees incurred | 2016-12-31 | $15,798 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $540,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,582,232 |
Participant contributions at end of year | 2016-12-31 | $108,800 |
Participant contributions at beginning of year | 2016-12-31 | $16,984 |
Participant contributions at end of year | 2016-12-31 | $24,788 |
Participant contributions at beginning of year | 2016-12-31 | $22,745 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $192,709 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $522 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $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 | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,474,898 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,834,036 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,359,138 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,745,959 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,437,055 |
Interest on participant loans | 2016-12-31 | $1,451 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $168,862 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $26,442 |
Employer contributions (assets) at end of year | 2016-12-31 | $496 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $455 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $724,429 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $46,529 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $118,302 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2016-12-31 | 310800053 |
2015 : STERLING MEDICAL 401K PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $118,302 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $89,970 |
Total income from all sources (including contributions) | 2015-12-31 | $1,655,785 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,652,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,523,547 |
Value of total corrective distributions | 2015-12-31 | $118,302 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,709,454 |
Value of total assets at end of year | 2015-12-31 | $6,477,440 |
Value of total assets at beginning of year | 2015-12-31 | $6,446,131 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $10,959 |
Total interest from all sources | 2015-12-31 | $1,574 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $297,607 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $297,607 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $540,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,298,450 |
Participant contributions at end of year | 2015-12-31 | $16,984 |
Participant contributions at beginning of year | 2015-12-31 | $60,846 |
Participant contributions at end of year | 2015-12-31 | $22,745 |
Participant contributions at beginning of year | 2015-12-31 | $251 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $385,896 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $201 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $97 |
Administrative expenses (other) incurred | 2015-12-31 | $10,959 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $36,618 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $2,977 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,359,138 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,356,161 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,437,055 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,348,319 |
Interest on participant loans | 2015-12-31 | $1,574 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-352,850 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $25,108 |
Employer contributions (assets) at end of year | 2015-12-31 | $455 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,523,547 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $118,302 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $89,970 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2015-12-31 | 310800053 |
2014 : STERLING MEDICAL 401K PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $89,970 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,526 |
Total income from all sources (including contributions) | 2014-12-31 | $1,625,000 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,758,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,659,471 |
Value of total corrective distributions | 2014-12-31 | $89,970 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,182,972 |
Value of total assets at end of year | 2014-12-31 | $6,446,131 |
Value of total assets at beginning of year | 2014-12-31 | $6,491,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $9,470 |
Total interest from all sources | 2014-12-31 | $1,003 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $420,039 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $420,039 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,026,697 |
Participant contributions at end of year | 2014-12-31 | $60,846 |
Participant contributions at beginning of year | 2014-12-31 | $19,263 |
Participant contributions at end of year | 2014-12-31 | $251 |
Participant contributions at beginning of year | 2014-12-31 | $254 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $137,769 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $97 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $233 |
Other income not declared elsewhere | 2014-12-31 | $20 |
Administrative expenses (other) incurred | 2014-12-31 | $9,470 |
Total non interest bearing cash at end of year | 2014-12-31 | $36,618 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $20,582 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-133,911 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,356,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,490,072 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,348,319 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,451,261 |
Interest on participant loans | 2014-12-31 | $1,003 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $20,966 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $18,506 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $5 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,659,471 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $89,970 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,526 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2014-12-31 | 310800053 |
2013 : STERLING MEDICAL 401K PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,526 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $28,257 |
Total income from all sources (including contributions) | 2013-12-31 | $2,056,121 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,177,594 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,164,900 |
Value of total corrective distributions | 2013-12-31 | $4,272 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,032,039 |
Value of total assets at end of year | 2013-12-31 | $6,491,598 |
Value of total assets at beginning of year | 2013-12-31 | $5,639,802 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,422 |
Total interest from all sources | 2013-12-31 | $1,052 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $298,058 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $298,058 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $966,476 |
Participant contributions at end of year | 2013-12-31 | $19,263 |
Participant contributions at beginning of year | 2013-12-31 | $17,071 |
Participant contributions at end of year | 2013-12-31 | $254 |
Participant contributions at beginning of year | 2013-12-31 | $2,705 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $47,594 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $233 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $449 |
Administrative expenses (other) incurred | 2013-12-31 | $8,422 |
Total non interest bearing cash at end of year | 2013-12-31 | $20,582 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $878,527 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,490,072 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,611,545 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,451,261 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,619,516 |
Interest on participant loans | 2013-12-31 | $1,052 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $724,972 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $17,969 |
Employer contributions (assets) at end of year | 2013-12-31 | $5 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $61 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,164,900 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,526 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $28,257 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2013-12-31 | 310800053 |
2012 : STERLING MEDICAL 401K PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $28,257 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $7,580 |
Total income from all sources (including contributions) | 2012-12-31 | $1,689,694 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,071,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,037,339 |
Value of total corrective distributions | 2012-12-31 | $28,257 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,064,740 |
Value of total assets at end of year | 2012-12-31 | $5,639,802 |
Value of total assets at beginning of year | 2012-12-31 | $5,000,819 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,792 |
Total interest from all sources | 2012-12-31 | $489 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $234,054 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $234,054 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,034,281 |
Participant contributions at end of year | 2012-12-31 | $17,071 |
Participant contributions at beginning of year | 2012-12-31 | $7,984 |
Participant contributions at end of year | 2012-12-31 | $2,705 |
Participant contributions at beginning of year | 2012-12-31 | $20,421 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $9,757 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $449 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $865 |
Administrative expenses (other) incurred | 2012-12-31 | $5,792 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $618,306 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,611,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,993,239 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,619,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,971,141 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $489 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $390,411 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $20,702 |
Employer contributions (assets) at end of year | 2012-12-31 | $61 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $408 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,037,339 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $28,257 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $7,580 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2012-12-31 | 310800053 |
2011 : STERLING MEDICAL 401K PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,580 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $63,330 |
Total income from all sources (including contributions) | 2011-12-31 | $1,047,871 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $887,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $876,786 |
Value of total corrective distributions | 2011-12-31 | $7,580 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,101,434 |
Value of total assets at end of year | 2011-12-31 | $5,000,819 |
Value of total assets at beginning of year | 2011-12-31 | $4,895,854 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,790 |
Total interest from all sources | 2011-12-31 | $171 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $138,999 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $138,999 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,067,792 |
Participant contributions at end of year | 2011-12-31 | $7,984 |
Participant contributions at beginning of year | 2011-12-31 | $3,394 |
Participant contributions at end of year | 2011-12-31 | $20,421 |
Participant contributions at beginning of year | 2011-12-31 | $37,769 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $12,725 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $865 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $310 |
Other income not declared elsewhere | 2011-12-31 | $218 |
Administrative expenses (other) incurred | 2011-12-31 | $2,790 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $6,394 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $160,715 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,993,239 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,832,524 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,971,141 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,847,232 |
Interest on participant loans | 2011-12-31 | $171 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-192,951 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $20,917 |
Employer contributions (assets) at end of year | 2011-12-31 | $408 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $755 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $876,786 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $7,580 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $63,330 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2011-12-31 | 310800053 |
2010 : STERLING MEDICAL 401K PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $63,330 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $48,774 |
Total income from all sources (including contributions) | 2010-12-31 | $1,720,798 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,006,549 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $939,845 |
Value of total corrective distributions | 2010-12-31 | $63,330 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,283,533 |
Value of total assets at end of year | 2010-12-31 | $4,895,854 |
Value of total assets at beginning of year | 2010-12-31 | $4,167,049 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,374 |
Total interest from all sources | 2010-12-31 | $236 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $143,396 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $143,396 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,165,297 |
Participant contributions at end of year | 2010-12-31 | $3,394 |
Participant contributions at beginning of year | 2010-12-31 | $4,770 |
Participant contributions at end of year | 2010-12-31 | $37,769 |
Participant contributions at beginning of year | 2010-12-31 | $90,535 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $96,423 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $310 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $234 |
Administrative expenses (other) incurred | 2010-12-31 | $3,374 |
Total non interest bearing cash at end of year | 2010-12-31 | $6,394 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $714,249 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,832,524 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,118,275 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,847,232 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,069,699 |
Interest on participant loans | 2010-12-31 | $236 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $293,633 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $21,813 |
Employer contributions (assets) at end of year | 2010-12-31 | $755 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,811 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $939,845 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $63,330 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $48,774 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CLARK, SCHAEFFER, HACKETT & CO. |
Accountancy firm EIN | 2010-12-31 | 310800053 |
2009 : STERLING MEDICAL 401K PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |