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Plan Name | RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | OSTEOPATHIC HERITAGE FOUNDATION |
Employer identification number (EIN): | 316056252 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about OSTEOPATHIC HERITAGE FOUNDATION
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1961-12-12 |
Company Identification Number: | 306101 |
Legal Registered Office Address: |
65 E STATE ST #2100 - COLUMBUS United States of America (USA) 43215 |
More information about OSTEOPATHIC HERITAGE FOUNDATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | TERRI DONLIN HUESMAN | 2023-07-27 | TERRI DONLIN HUESMAN | 2023-07-27 |
001 | 2021-01-01 | TERRI DONLIN HUESMAN | 2022-09-21 | TERRI DONLIN HUESMAN | 2022-09-21 |
001 | 2020-01-01 | TERRI DONLIN HUESMAN | 2021-10-07 | TERRI DONLIN HUESMAN | 2021-10-07 |
001 | 2019-01-01 | TERRI DONLIN HUESMAN | 2020-09-17 | TERRI DONLIN HUESMAN | 2020-09-17 |
001 | 2018-01-01 | TERRI DONLIN HUESMAN | 2019-09-27 | TERRI DONLIN HUESMAN | 2019-09-27 |
001 | 2017-01-01 | TERRI DONLIN HUESMAN | 2018-10-09 | TERRI DONLIN HUESMAN | 2018-10-09 |
001 | 2016-01-01 | THEODORE M OFAT | 2017-10-02 | RICHARD VINCENT | 2017-10-02 |
001 | 2015-01-01 | THEODORE M OFAT | 2016-10-10 | RICHARD VINCENT | 2016-10-10 |
001 | 2014-01-01 | RICHARD MITCHELL | 2015-10-06 | RICHARD VINCENT | 2015-10-06 |
001 | 2013-01-01 | RICHARD MITCHELL | RICHARD VINCENT | 2014-10-10 | |
001 | 2012-01-01 | RICHARD MITCHELL | RICHARD VINCENT | 2013-10-15 | |
001 | 2011-01-01 | RICHARD MITCHELL | RICHARD VINCENT | 2012-10-11 | |
001 | 2010-01-01 | RICHARD MITCHELL | RICHARD VINCENT | 2011-10-10 | |
001 | 2009-01-01 | RICHARD MITCHELL | RICHARD VINCENT | 2010-10-12 | |
001 | 2009-01-01 | RICHARD MITCHELL | RICHARD VINCENT | 2010-10-26 | |
001 | 2009-01-01 | RICHARD MITCHELL | RICHARD VINCENT | 2010-10-18 |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 1,428,991 |
Acturial value of plan assets | 2022-12-31 | 1,428,991 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 0 |
Fundng target for terminated vested participants | 2022-12-31 | 0 |
Active participant vested funding target | 2022-12-31 | 1,275,182 |
Number of active participants | 2022-12-31 | 2 |
Total funding liabilities for active participants | 2022-12-31 | 1,275,182 |
Total participant count | 2022-12-31 | 2 |
Total funding target for all participants | 2022-12-31 | 1,275,182 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 204,846 |
Amount remaining of prefunding balance | 2022-12-31 | 204,846 |
Present value of excess contributions | 2022-12-31 | 214 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 225 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 212,507 |
Total employer contributions | 2022-12-31 | 148,351 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 138,983 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 133,266 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 58,698 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 138,690 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 138,690 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 138,983 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 1,269,290 |
Acturial value of plan assets | 2021-12-31 | 1,269,290 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 0 |
Fundng target for terminated vested participants | 2021-12-31 | 0 |
Active participant vested funding target | 2021-12-31 | 1,047,047 |
Number of active participants | 2021-12-31 | 2 |
Total funding liabilities for active participants | 2021-12-31 | 1,047,047 |
Total participant count | 2021-12-31 | 2 |
Total funding target for all participants | 2021-12-31 | 1,047,047 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 167,755 |
Amount remaining of prefunding balance | 2021-12-31 | 167,755 |
Present value of excess contributions | 2021-12-31 | 192,454 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 202,635 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 204,846 |
Total employer contributions | 2021-12-31 | 111,335 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 106,969 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 124,152 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 106,755 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 106,755 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 106,969 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 2,777,304 |
Acturial value of plan assets | 2020-12-31 | 2,777,304 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 2,255,768 |
Number of terminated vested participants | 2020-12-31 | 1 |
Fundng target for terminated vested participants | 2020-12-31 | 14,393 |
Active participant vested funding target | 2020-12-31 | 865,767 |
Number of active participants | 2020-12-31 | 2 |
Total funding liabilities for active participants | 2020-12-31 | 865,767 |
Total participant count | 2020-12-31 | 13 |
Total funding target for all participants | 2020-12-31 | 3,135,928 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 151,568 |
Amount remaining of prefunding balance | 2020-12-31 | 151,568 |
Present value of excess contributions | 2020-12-31 | 144,213 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 152,044 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 167,755 |
Total employer contributions | 2020-12-31 | 512,889 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 495,808 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 177,891 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 526,379 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 303,354 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 303,354 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 495,808 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 2,952,425 |
Acturial value of plan assets | 2019-12-31 | 2,952,425 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 1,471,513 |
Number of terminated vested participants | 2019-12-31 | 4 |
Fundng target for terminated vested participants | 2019-12-31 | 78,916 |
Active participant vested funding target | 2019-12-31 | 1,926,100 |
Number of active participants | 2019-12-31 | 4 |
Total funding liabilities for active participants | 2019-12-31 | 1,926,100 |
Total participant count | 2019-12-31 | 18 |
Total funding target for all participants | 2019-12-31 | 3,476,529 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 520,461 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 520,461 |
Present value of excess contributions | 2019-12-31 | 166 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 175 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 358,380 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 151,568 |
Total employer contributions | 2019-12-31 | 443,678 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 428,064 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 136,608 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 675,672 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 283,851 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 283,851 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 428,064 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 2,959,703 |
Acturial value of plan assets | 2018-12-31 | 2,959,703 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 292,629 |
Number of terminated vested participants | 2018-12-31 | 8 |
Fundng target for terminated vested participants | 2018-12-31 | 228,123 |
Active participant vested funding target | 2018-12-31 | 2,528,299 |
Number of active participants | 2018-12-31 | 6 |
Total funding liabilities for active participants | 2018-12-31 | 2,528,299 |
Total participant count | 2018-12-31 | 23 |
Total funding target for all participants | 2018-12-31 | 3,049,051 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 592,149 |
Amount remaining of prefunding balance | 2018-12-31 | 592,149 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 129,778 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 520,461 |
Total employer contributions | 2018-12-31 | 199,356 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 191,523 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 70,085 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 609,809 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 191,357 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 191,357 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 191,523 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 3,213,688 |
Acturial value of plan assets | 2017-12-31 | 3,213,688 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 295,392 |
Number of terminated vested participants | 2017-12-31 | 39 |
Fundng target for terminated vested participants | 2017-12-31 | 789,336 |
Active participant vested funding target | 2017-12-31 | 2,126,932 |
Number of active participants | 2017-12-31 | 6 |
Total funding liabilities for active participants | 2017-12-31 | 2,126,932 |
Total participant count | 2017-12-31 | 54 |
Total funding target for all participants | 2017-12-31 | 3,211,660 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 575,461 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 575,461 |
Present value of excess contributions | 2017-12-31 | 108,567 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 114,907 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 592,149 |
Total employer contributions | 2017-12-31 | 190,678 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 181,452 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 144,367 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 127,262 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 181,452 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 181,452 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 181,452 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 2,882,862 |
Acturial value of plan assets | 2016-12-31 | 2,882,862 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 275,869 |
Number of terminated vested participants | 2016-12-31 | 43 |
Fundng target for terminated vested participants | 2016-12-31 | 807,406 |
Active participant vested funding target | 2016-12-31 | 1,785,506 |
Number of active participants | 2016-12-31 | 7 |
Total funding liabilities for active participants | 2016-12-31 | 1,785,506 |
Total participant count | 2016-12-31 | 58 |
Total funding target for all participants | 2016-12-31 | 2,868,781 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 186,590 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 150,439 |
Amount remaining of prefunding balance | 2016-12-31 | 36,151 |
Present value of excess contributions | 2016-12-31 | 571,297 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 593,675 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 540,000 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 575,461 |
Total employer contributions | 2016-12-31 | 268,095 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 252,765 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 107,113 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 158,372 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 144,198 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 144,198 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 252,765 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
2013: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 25 |
Total of all active and inactive participants | 2013-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 18 |
Total participants | 2013-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 121 |
Total of all active and inactive participants | 2012-01-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 18 |
Total participants | 2012-01-01 | 154 |
2011: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 123 |
Total of all active and inactive participants | 2011-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 18 |
Total participants | 2011-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 161 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 126 |
Total of all active and inactive participants | 2010-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 18 |
Total participants | 2010-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 128 |
Total of all active and inactive participants | 2009-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 18 |
Total participants | 2009-01-01 | 161 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $5,257 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $5,257 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $161,419 |
Total loss/gain on sale of assets | 2013-12-31 | $83,092 |
Total of all expenses incurred | 2013-12-31 | $331,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $312,649 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $2,337,095 |
Value of total assets at beginning of year | 2013-12-31 | $2,507,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $19,197 |
Total interest from all sources | 2013-12-31 | $46,518 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $33,918 |
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 | $28,028 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $11,841 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $13,531 |
Other income not declared elsewhere | 2013-12-31 | $367 |
Administrative expenses (other) incurred | 2013-12-31 | $2,512 |
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 | $-170,427 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,337,095 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,507,522 |
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 |
Investment advisory and management fees | 2013-12-31 | $14,825 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $465,456 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $399,252 |
Income. Interest from US Government securities | 2013-12-31 | $22,233 |
Income. Interest from corporate debt instruments | 2013-12-31 | $24,269 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $232,116 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $241,650 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $241,650 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $16 |
Asset value of US Government securities at end of year | 2013-12-31 | $772,148 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $782,528 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-7,733 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $130,000 |
Income. Dividends from common stock | 2013-12-31 | $5,890 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $312,649 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $397,294 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $482,388 |
Contract administrator fees | 2013-12-31 | $1,860 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $458,240 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $458,173 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $644,294 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $561,202 |
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 | JOHN GERLACH & CO LLP |
Accountancy firm EIN | 2013-12-31 | 314419361 |
2012 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $53,577 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $53,577 |
Total income from all sources (including contributions) | 2012-12-31 | $312,990 |
Total loss/gain on sale of assets | 2012-12-31 | $31,916 |
Total of all expenses incurred | 2012-12-31 | $49,319 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $31,455 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $130,000 |
Value of total assets at end of year | 2012-12-31 | $2,507,522 |
Value of total assets at beginning of year | 2012-12-31 | $2,243,852 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $17,864 |
Total interest from all sources | 2012-12-31 | $42,212 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $24,107 |
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 | $18,983 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $13,531 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $10,321 |
Other income not declared elsewhere | 2012-12-31 | $995 |
Administrative expenses (other) incurred | 2012-12-31 | $299 |
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 | $263,671 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,507,522 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,243,852 |
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 |
Investment advisory and management fees | 2012-12-31 | $16,045 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $399,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $350,990 |
Income. Interest from US Government securities | 2012-12-31 | $17,234 |
Income. Interest from corporate debt instruments | 2012-12-31 | $24,878 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $241,650 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $87,579 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $87,579 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $100 |
Asset value of US Government securities at end of year | 2012-12-31 | $782,528 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $712,818 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $30,183 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
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 | $130,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $130,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $151,000 |
Income. Dividends from common stock | 2012-12-31 | $5,124 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $31,455 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $482,388 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $402,002 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $73,816 |
Contract administrator fees | 2012-12-31 | $1,520 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $458,173 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $455,326 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $698,517 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $666,601 |
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 | JOHN GERLACH & CO LLP |
Accountancy firm EIN | 2012-12-31 | 314419361 |
2011 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-51,609 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-51,609 |
Total income from all sources (including contributions) | 2011-12-31 | $200,549 |
Total loss/gain on sale of assets | 2011-12-31 | $37,742 |
Total of all expenses incurred | 2011-12-31 | $72,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $54,069 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $151,000 |
Value of total assets at end of year | 2011-12-31 | $2,243,852 |
Value of total assets at beginning of year | 2011-12-31 | $2,116,113 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $18,741 |
Total interest from all sources | 2011-12-31 | $43,023 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $20,766 |
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 | $13,672 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $10,321 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $10,646 |
Administrative expenses (other) incurred | 2011-12-31 | $162 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $127,739 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,243,852 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,116,113 |
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 |
Investment advisory and management fees | 2011-12-31 | $17,444 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $350,990 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $336,156 |
Income. Interest from US Government securities | 2011-12-31 | $21,325 |
Income. Interest from corporate debt instruments | 2011-12-31 | $21,526 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $87,579 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $128,585 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $128,585 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $172 |
Asset value of US Government securities at end of year | 2011-12-31 | $712,818 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $586,594 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-373 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
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 | $151,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $151,000 |
Income. Dividends from common stock | 2011-12-31 | $7,094 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $54,069 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $402,002 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $490,418 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $73,816 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $71,533 |
Contract administrator fees | 2011-12-31 | $1,135 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $455,326 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $492,181 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $744,157 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $706,415 |
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 | JOHN GERLACH & CO LLP |
Accountancy firm EIN | 2011-12-31 | 314419361 |
2010 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $77,286 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $77,286 |
Total income from all sources (including contributions) | 2010-12-31 | $183,884 |
Total loss/gain on sale of assets | 2010-12-31 | $41,981 |
Total of all expenses incurred | 2010-12-31 | $2,269,650 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,246,985 |
Value of total assets at end of year | 2010-12-31 | $2,116,113 |
Value of total assets at beginning of year | 2010-12-31 | $4,201,879 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $22,665 |
Total interest from all sources | 2010-12-31 | $49,242 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $15,275 |
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 | $8,935 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $10,646 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $11,468 |
Other income not declared elsewhere | 2010-12-31 | $100 |
Administrative expenses (other) incurred | 2010-12-31 | $150 |
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 | $-2,085,766 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,116,113 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,201,879 |
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 |
Investment advisory and management fees | 2010-12-31 | $22,110 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $336,156 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $348,175 |
Income. Interest from US Government securities | 2010-12-31 | $28,562 |
Income. Interest from corporate debt instruments | 2010-12-31 | $20,587 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $336,156 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $348,175 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $128,585 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,290,958 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,290,958 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $93 |
Asset value of US Government securities at end of year | 2010-12-31 | $586,594 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $658,786 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,666 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Income. Dividends from common stock | 2010-12-31 | $6,340 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,246,985 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $490,418 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $343,350 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $71,533 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $68,294 |
Contract administrator fees | 2010-12-31 | $405 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $492,181 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $480,848 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $640,793 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $598,812 |
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 | JOHN GERLACH & CO LLP |
Accountancy firm EIN | 2010-12-31 | 314419361 |
2009 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 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 |
2013: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |