INSTITUTE FOR POPULATION HEALTH, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INSTITUTE FOR POPULATION HEALTH,INC.403 B PLAN405975
401k plan membership statisitcs for INSTITUTE FOR POPULATION HEALTH,INC.403 B PLAN405975
Measure | Date | Value |
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2022 : INSTITUTE FOR POPULATION HEALTH,INC.403 B PLAN405975 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-09-30 | $-141,993 |
Total of all expenses incurred | 2022-09-30 | $35,947 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $30,934 |
Expenses. Certain deemed distributions of participant loans | 2022-09-30 | $4,757 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $18,301 |
Value of total assets at end of year | 2022-09-30 | $759,095 |
Value of total assets at beginning of year | 2022-09-30 | $937,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $256 |
Total interest from all sources | 2022-09-30 | $1,397 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $30,983 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-09-30 | $30,983 |
Was this plan covered by a fidelity bond | 2022-09-30 | No |
If this is an individual account plan, was there a blackout period | 2022-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Contributions received from participants | 2022-09-30 | $5,910 |
Participant contributions at end of year | 2022-09-30 | $6,013 |
Participant contributions at beginning of year | 2022-09-30 | $10,427 |
Participant contributions at end of year | 2022-09-30 | $1,141 |
Participant contributions at beginning of year | 2022-09-30 | $1,582 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-09-30 | $12,391 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Value of net income/loss | 2022-09-30 | $-177,940 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $759,095 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $937,035 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $717,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $892,590 |
Value of interest in pooled separate accounts at end of year | 2022-09-30 | $6,540 |
Value of interest in pooled separate accounts at beginning of year | 2022-09-30 | $5,508 |
Interest on participant loans | 2022-09-30 | $343 |
Interest earned on other investments | 2022-09-30 | $1,054 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-09-30 | $27,975 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-09-30 | $26,928 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $-193,708 |
Net investment gain/loss from pooled separate accounts | 2022-09-30 | $1,034 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $30,934 |
Contract administrator fees | 2022-09-30 | $256 |
Did the plan have assets held for investment | 2022-09-30 | 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 | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
Accountancy firm name | 2022-09-30 | ALAN C YOUNG & ASSOCIATES,P.C. |
Accountancy firm EIN | 2022-09-30 | 382463166 |
2021 : INSTITUTE FOR POPULATION HEALTH,INC.403 B PLAN405975 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-09-30 | $153,223 |
Total of all expenses incurred | 2021-09-30 | $55,413 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $51,530 |
Expenses. Certain deemed distributions of participant loans | 2021-09-30 | $3,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $4,112 |
Value of total assets at end of year | 2021-09-30 | $937,035 |
Value of total assets at beginning of year | 2021-09-30 | $839,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $274 |
Total interest from all sources | 2021-09-30 | $1,379 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $16,062 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-09-30 | $16,062 |
Was this plan covered by a fidelity bond | 2021-09-30 | No |
If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Contributions received from participants | 2021-09-30 | $4,112 |
Participant contributions at end of year | 2021-09-30 | $10,427 |
Participant contributions at beginning of year | 2021-09-30 | $13,605 |
Participant contributions at end of year | 2021-09-30 | $1,582 |
Participant contributions at beginning of year | 2021-09-30 | $1,142 |
Administrative expenses (other) incurred | 2021-09-30 | $274 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Value of net income/loss | 2021-09-30 | $97,810 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $937,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $839,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-30 | $892,590 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-30 | $794,041 |
Value of interest in pooled separate accounts at end of year | 2021-09-30 | $5,508 |
Value of interest in pooled separate accounts at beginning of year | 2021-09-30 | $4,680 |
Interest on participant loans | 2021-09-30 | $431 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-09-30 | $948 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-09-30 | $26,928 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-09-30 | $25,757 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-30 | $131,092 |
Net investment gain/loss from pooled separate accounts | 2021-09-30 | $578 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $51,530 |
Did the plan have assets held for investment | 2021-09-30 | 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 | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Disclaimer |
Accountancy firm name | 2021-09-30 | ALAN C YOUNG & ASSOCIATES,P.C. |
Accountancy firm EIN | 2021-09-30 | 382463166 |
2020 : INSTITUTE FOR POPULATION HEALTH,INC.403 B PLAN405975 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-09-30 | $76,765 |
Total of all expenses incurred | 2020-09-30 | $55,293 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $55,057 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $1,437 |
Value of total assets at end of year | 2020-09-30 | $839,225 |
Value of total assets at beginning of year | 2020-09-30 | $817,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $236 |
Total interest from all sources | 2020-09-30 | $1,488 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $17,270 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-09-30 | $17,270 |
Was this plan covered by a fidelity bond | 2020-09-30 | No |
If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
Contributions received from participants | 2020-09-30 | $1,437 |
Participant contributions at end of year | 2020-09-30 | $13,605 |
Participant contributions at beginning of year | 2020-09-30 | $13,082 |
Participant contributions at end of year | 2020-09-30 | $1,142 |
Participant contributions at beginning of year | 2020-09-30 | $1,182 |
Administrative expenses (other) incurred | 2020-09-30 | $236 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Value of net income/loss | 2020-09-30 | $21,472 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $839,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $817,753 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-09-30 | $794,041 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-09-30 | $773,997 |
Value of interest in pooled separate accounts at end of year | 2020-09-30 | $4,680 |
Value of interest in pooled separate accounts at beginning of year | 2020-09-30 | $4,693 |
Interest on participant loans | 2020-09-30 | $523 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-09-30 | $965 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-09-30 | $25,757 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-09-30 | $24,799 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-09-30 | $56,582 |
Net investment gain/loss from pooled separate accounts | 2020-09-30 | $-12 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $55,057 |
Did the plan have assets held for investment | 2020-09-30 | 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 | 2020-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Disclaimer |
Accountancy firm name | 2020-09-30 | ALAN C YOUNG & ASSOCIATES,P.C. |
Accountancy firm EIN | 2020-09-30 | 382463166 |
2019 : INSTITUTE FOR POPULATION HEALTH,INC.403 B PLAN405975 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-09-30 | $37,612 |
Total of all expenses incurred | 2019-09-30 | $69,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $69,238 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $6,366 |
Value of total assets at end of year | 2019-09-30 | $817,753 |
Value of total assets at beginning of year | 2019-09-30 | $849,611 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $232 |
Total interest from all sources | 2019-09-30 | $1,452 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $19,102 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-09-30 | $19,102 |
Was this plan covered by a fidelity bond | 2019-09-30 | No |
If this is an individual account plan, was there a blackout period | 2019-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Contributions received from participants | 2019-09-30 | $646 |
Participant contributions at end of year | 2019-09-30 | $13,082 |
Participant contributions at beginning of year | 2019-09-30 | $12,557 |
Participant contributions at end of year | 2019-09-30 | $1,182 |
Participant contributions at beginning of year | 2019-09-30 | $2,939 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-09-30 | $5,720 |
Administrative expenses (other) incurred | 2019-09-30 | $232 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Value of net income/loss | 2019-09-30 | $-31,858 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $817,753 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $849,611 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-09-30 | $773,997 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-30 | $790,766 |
Value of interest in pooled separate accounts at end of year | 2019-09-30 | $4,693 |
Value of interest in pooled separate accounts at beginning of year | 2019-09-30 | $4,448 |
Interest on participant loans | 2019-09-30 | $525 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-09-30 | $927 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-09-30 | $24,799 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-09-30 | $23,866 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-09-30 | $10,458 |
Net investment gain/loss from pooled separate accounts | 2019-09-30 | $234 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Employer contributions (assets) at beginning of year | 2019-09-30 | $15,035 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $69,238 |
Did the plan have assets held for investment | 2019-09-30 | 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 | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Disclaimer |
Accountancy firm name | 2019-09-30 | ALAN C YOUNG & ASSOIATES,P.C. |
Accountancy firm EIN | 2019-09-30 | 382463166 |
2014 : INSTITUTE FOR POPULATION HEALTH,INC.403 B PLAN405975 2014 401k financial data |
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Total transfer of assets to this plan | 2014-09-30 | $3,020 |
Total income from all sources (including contributions) | 2014-09-30 | $881,020 |
Total of all expenses incurred | 2014-09-30 | $102,146 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $74,754 |
Expenses. Certain deemed distributions of participant loans | 2014-09-30 | $3,020 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $807,656 |
Value of total assets at end of year | 2014-09-30 | $1,343,955 |
Value of total assets at beginning of year | 2014-09-30 | $562,061 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $24,372 |
Total interest from all sources | 2014-09-30 | $677 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $15,419 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-09-30 | $15,419 |
Administrative expenses professional fees incurred | 2014-09-30 | $311 |
Was this plan covered by a fidelity bond | 2014-09-30 | No |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Contributions received from participants | 2014-09-30 | $191,932 |
Participant contributions at end of year | 2014-09-30 | $25,437 |
Participant contributions at beginning of year | 2014-09-30 | $5,515 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-09-30 | $65,876 |
Administrative expenses (other) incurred | 2014-09-30 | $24,061 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $778,874 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $1,343,955 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $562,061 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $1,303,528 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $531,644 |
Value of interest in pooled separate accounts at end of year | 2014-09-30 | $1,383 |
Value of interest in pooled separate accounts at beginning of year | 2014-09-30 | $347 |
Interest on participant loans | 2014-09-30 | $322 |
Income. Interest from loans (other than to participants) | 2014-09-30 | $355 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-09-30 | $13,607 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-09-30 | $5,581 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $57,183 |
Net investment gain/loss from pooled separate accounts | 2014-09-30 | $85 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $549,848 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $18,974 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $74,754 |
Did the plan have assets held for investment | 2014-09-30 | 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 | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | ALAN C YOUNG & ASSOIATES,P.C. |
Accountancy firm EIN | 2014-09-30 | 382463166 |
2013 : INSTITUTE FOR POPULATION HEALTH,INC.403 B PLAN405975 2013 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2013-09-30 | $21,066 |
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $21,066 |
Total income from all sources (including contributions) | 2013-09-30 | $562,123 |
Total of all expenses incurred | 2013-09-30 | $62 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $539,778 |
Value of total assets at end of year | 2013-09-30 | $562,061 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $62 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $10 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Administrative expenses professional fees incurred | 2013-09-30 | $62 |
Was this plan covered by a fidelity bond | 2013-09-30 | No |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Contributions received from participants | 2013-09-30 | $92,582 |
Participant contributions at end of year | 2013-09-30 | $5,515 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-09-30 | $7,139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $562,061 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $562,061 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $531,644 |
Value of interest in pooled separate accounts at end of year | 2013-09-30 | $347 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-09-30 | $5,581 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $1,269 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $440,057 |
Employer contributions (assets) at end of year | 2013-09-30 | $18,974 |
Income. Dividends from common stock | 2013-09-30 | $10 |
Did the plan have assets held for investment | 2013-09-30 | 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 | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
Accountancy firm name | 2013-09-30 | ALAN C YOUNG & ASSOIATES,P.C. |
Accountancy firm EIN | 2013-09-30 | 382463166 |