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MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameMEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MEDICAL MURRAY INC. has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL MURRAY INC.
Employer identification number (EIN):364071468
NAIC Classification:339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01PHILLIP M LEOPOLD2019-10-08 PHILLIP M LEOPOLD2019-10-08
0012018-01-01PHILLIP M LEOPOLD2020-01-07 PHILLIP M LEOPOLD2020-01-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01PHILLIP LEOPOLD2014-09-19 PHILLIP LEOPOLD2014-09-19
0012012-01-01PHILLIP LEOPOLD2013-10-07 PHILLIP LEOPOLD2013-10-07
0012011-01-01PEGGY STEFANSKI2012-02-01 PHIL LEOPOLD2012-02-01
0012010-01-01PEGGY STEFANSKI2011-04-25 PEGGY STEFANSKI2011-04-25

Plan Statistics for MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01225
Total number of active participants reported on line 7a of the Form 55002022-01-01152
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01209
Number of participants with account balances2022-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01181
Total number of active participants reported on line 7a of the Form 55002021-01-01127
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01204
Number of participants with account balances2021-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01162
Total number of active participants reported on line 7a of the Form 55002020-01-01128
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01177
Number of participants with account balances2020-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01130
Total number of active participants reported on line 7a of the Form 55002019-01-01113
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01145
Number of participants with account balances2019-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01130
Total number of active participants reported on line 7a of the Form 55002018-01-01103
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01150
Number of participants with account balances2018-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015

Financial Data on MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$71,853
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$477,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$438,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,249,977
Value of total assets at end of year2022-12-31$6,020,149
Value of total assets at beginning of year2022-12-31$6,425,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,940
Total interest from all sources2022-12-31$3,176
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$260,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$260,867
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$896,074
Participant contributions at end of year2022-12-31$67,910
Participant contributions at beginning of year2022-12-31$76,122
Participant contributions at end of year2022-12-31$34,861
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,851
Administrative expenses (other) incurred2022-12-31$38,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-405,746
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,020,149
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,425,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,569,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,069,496
Interest on participant loans2022-12-31$3,176
Value of interest in common/collective trusts at end of year2022-12-31$15,548
Value of interest in common/collective trusts at beginning of year2022-12-31$17,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,442,563
Net investment gain or loss from common/collective trusts2022-12-31$396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$332,052
Employer contributions (assets) at end of year2022-12-31$332,052
Employer contributions (assets) at beginning of year2022-12-31$263,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$438,659
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KLESMAN & COMPANY, P.C.
Accountancy firm EIN2022-12-31363606968
2021 : MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,869,025
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$468,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$435,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,062,688
Value of total assets at end of year2021-12-31$6,425,895
Value of total assets at beginning of year2021-12-31$5,024,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,109
Total interest from all sources2021-12-31$4,674
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$261,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$261,193
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$791,405
Participant contributions at end of year2021-12-31$76,122
Participant contributions at beginning of year2021-12-31$78,172
Administrative expenses (other) incurred2021-12-31$32,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,400,921
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,425,895
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,024,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,069,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,696,447
Interest on participant loans2021-12-31$4,674
Value of interest in common/collective trusts at end of year2021-12-31$17,104
Value of interest in common/collective trusts at beginning of year2021-12-31$14,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$540,119
Net investment gain or loss from common/collective trusts2021-12-31$351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$271,283
Employer contributions (assets) at end of year2021-12-31$263,173
Employer contributions (assets) at beginning of year2021-12-31$235,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$435,995
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KLESMAN & COMPANY, P.C.
Accountancy firm EIN2021-12-31363606968
2020 : MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,607,387
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$264,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$238,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$886,375
Value of total assets at end of year2020-12-31$5,024,974
Value of total assets at beginning of year2020-12-31$3,681,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,422
Total interest from all sources2020-12-31$3,717
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$139,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$139,540
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$348,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$643,552
Participant contributions at end of year2020-12-31$78,172
Participant contributions at beginning of year2020-12-31$52,987
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,277
Administrative expenses (other) incurred2020-12-31$25,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,342,999
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,024,974
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,681,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,696,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,406,855
Interest on participant loans2020-12-31$3,717
Value of interest in common/collective trusts at end of year2020-12-31$14,809
Value of interest in common/collective trusts at beginning of year2020-12-31$11,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$576,987
Net investment gain or loss from common/collective trusts2020-12-31$768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$235,546
Employer contributions (assets) at end of year2020-12-31$235,546
Employer contributions (assets) at beginning of year2020-12-31$210,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$238,966
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HAROLD D BLACKBURN INC.
Accountancy firm EIN2020-12-31203584998
2019 : MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$0
Total income from all sources (including contributions)2019-12-31$1,283,126
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$388,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$374,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$629,552
Value of total assets at end of year2019-12-31$3,681,975
Value of total assets at beginning of year2019-12-31$2,787,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,658
Total interest from all sources2019-12-31$1,320
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$115,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$115,664
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$280,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$438,738
Participant contributions at end of year2019-12-31$52,987
Participant contributions at beginning of year2019-12-31$52,647
Participant contributions at beginning of year2019-12-31$68
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$247
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,005
Administrative expenses (other) incurred2019-12-31$13,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$894,847
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,681,975
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,787,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,406,855
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,511,108
Interest on participant loans2019-12-31$1,320
Value of interest in common/collective trusts at end of year2019-12-31$11,260
Value of interest in common/collective trusts at beginning of year2019-12-31$20,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$330,418
Net investment gain or loss from common/collective trusts2019-12-31$239
Net gain/loss from 103.12 investment entities2019-12-31$536,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$182,809
Employer contributions (assets) at end of year2019-12-31$210,873
Employer contributions (assets) at beginning of year2019-12-31$202,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$374,621
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAROLD BLACKBURN CPA
Accountancy firm EIN2019-12-31203584998
2018 : MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$383,673
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$342,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$324,672
Value of total corrective distributions2018-12-31$69
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$594,199
Value of total assets at end of year2018-12-31$2,790,475
Value of total assets at beginning of year2018-12-31$2,749,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,196
Total interest from all sources2018-12-31$3,623
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$361,502
Participant contributions at end of year2018-12-31$52,647
Participant contributions at beginning of year2018-12-31$60,219
Participant contributions at end of year2018-12-31$1,519
Participant contributions at beginning of year2018-12-31$11,930
Assets. Other investments not covered elsewhere at end of year2018-12-31$247
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,186
Other income not declared elsewhere2018-12-31$141
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$40,736
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,790,475
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,749,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,511,108
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,472,987
Interest on participant loans2018-12-31$3,623
Value of interest in common/collective trusts at end of year2018-12-31$20,540
Value of interest in common/collective trusts at beginning of year2018-12-31$19,494
Net investment gain/loss from pooled separate accounts2018-12-31$-214,395
Net investment gain or loss from common/collective trusts2018-12-31$105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$183,511
Employer contributions (assets) at end of year2018-12-31$204,414
Employer contributions (assets) at beginning of year2018-12-31$185,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$324,672
Contract administrator fees2018-12-31$18,196
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HAROLD BLACKBURN CPA
Accountancy firm EIN2018-12-31203584998

Form 5500 Responses for MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN

2022: MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807652
Policy instance 1
Insurance contract or identification number807652
Number of Individuals Covered136
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,830
Total amount of fees paid to insurance companyUSD $2,907
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $12,830
Insurance broker organization code?3
Amount paid for insurance broker fees2907
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807652
Policy instance 1
Insurance contract or identification number807652
Number of Individuals Covered136
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,830
Total amount of fees paid to insurance companyUSD $2,907
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,830
Insurance broker organization code?3
Amount paid for insurance broker fees2907
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE.

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