MEDICAL MURRAY INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,704,440 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $773,187 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $730,987 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,569,083 |
| Value of total assets at end of year | 2023-12-31 | $7,951,402 |
| Value of total assets at beginning of year | 2023-12-31 | $6,020,149 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $42,200 |
| Total interest from all sources | 2023-12-31 | $4,654 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $227,452 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $227,452 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,072,739 |
| Participant contributions at end of year | 2023-12-31 | $99,009 |
| Participant contributions at beginning of year | 2023-12-31 | $67,910 |
| Participant contributions at end of year | 2023-12-31 | $48,679 |
| Participant contributions at beginning of year | 2023-12-31 | $34,861 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $78,715 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,931,253 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $7,951,402 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,020,149 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $15,511 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $7,369,131 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $5,569,778 |
| Interest on participant loans | 2023-12-31 | $4,654 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $16,954 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $15,548 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $902,752 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $499 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $417,629 |
| Employer contributions (assets) at end of year | 2023-12-31 | $417,629 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $332,052 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $730,987 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | ADDUCCI VEGA FINANCIAL GROUP |
| Accountancy firm EIN | 2023-12-31 | 852567804 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,704,440 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $773,187 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $730,987 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,569,083 |
| Value of total assets at end of year | 2023-01-01 | $7,951,402 |
| Value of total assets at beginning of year | 2023-01-01 | $6,020,149 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $42,200 |
| Total interest from all sources | 2023-01-01 | $4,654 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $227,452 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $227,452 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,072,739 |
| Participant contributions at end of year | 2023-01-01 | $99,009 |
| Participant contributions at beginning of year | 2023-01-01 | $67,910 |
| Participant contributions at end of year | 2023-01-01 | $48,679 |
| Participant contributions at beginning of year | 2023-01-01 | $34,861 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $78,715 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,931,253 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $7,951,402 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $6,020,149 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $15,511 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $7,369,131 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $5,569,778 |
| Interest on participant loans | 2023-01-01 | $4,654 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $16,954 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $15,548 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $902,752 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $499 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $417,629 |
| Employer contributions (assets) at end of year | 2023-01-01 | $417,629 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $332,052 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $730,987 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | ADDUCCI VEGA FINANCIAL GROUP |
| Accountancy firm EIN | 2023-01-01 | 852567804 |
| 2022 : MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $477,599 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $6,020,149 |
| Value of total assets at beginning of year | 2022-12-31 | $6,425,895 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $38,940 |
| Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $260,867 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $896,074 |
| Participant contributions at end of year | 2022-12-31 | $67,910 |
| Participant contributions at beginning of year | 2022-12-31 | $76,122 |
| Participant contributions at end of year | 2022-12-31 | $34,861 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $21,851 |
| Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,569,778 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,069,496 |
| Interest on participant loans | 2022-12-31 | $3,176 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $15,548 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $396 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $332,052 |
| Employer contributions (assets) at end of year | 2022-12-31 | $332,052 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $263,173 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $438,659 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | KLESMAN & COMPANY, P.C. |
| Accountancy firm EIN | 2022-12-31 | 363606968 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $71,853 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $477,599 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $438,659 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,249,977 |
| Value of total assets at end of year | 2022-01-01 | $6,020,149 |
| Value of total assets at beginning of year | 2022-01-01 | $6,425,895 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $38,940 |
| Total interest from all sources | 2022-01-01 | $3,176 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $260,867 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $260,867 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $896,074 |
| Participant contributions at end of year | 2022-01-01 | $67,910 |
| Participant contributions at beginning of year | 2022-01-01 | $76,122 |
| Participant contributions at end of year | 2022-01-01 | $34,861 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $21,851 |
| Administrative expenses (other) incurred | 2022-01-01 | $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 appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-405,746 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $6,020,149 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,425,895 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $5,569,778 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $6,069,496 |
| Interest on participant loans | 2022-01-01 | $3,176 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $15,548 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $17,104 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,442,563 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $396 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $332,052 |
| Employer contributions (assets) at end of year | 2022-01-01 | $332,052 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $263,173 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $438,659 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | KLESMAN & COMPANY, P.C. |
| Accountancy firm EIN | 2022-01-01 | 363606968 |
| 2021 : MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,869,025 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $468,104 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $6,425,895 |
| Value of total assets at beginning of year | 2021-12-31 | $5,024,974 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $32,109 |
| Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $261,193 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $791,405 |
| Participant contributions at end of year | 2021-12-31 | $76,122 |
| Participant contributions at beginning of year | 2021-12-31 | $78,172 |
| Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,069,496 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,696,447 |
| Interest on participant loans | 2021-12-31 | $4,674 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $17,104 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $351 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $271,283 |
| Employer contributions (assets) at end of year | 2021-12-31 | $263,173 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $235,546 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $435,995 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | KLESMAN & COMPANY, P.C. |
| Accountancy firm EIN | 2021-12-31 | 363606968 |
| 2020 : MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,607,387 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $264,388 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $5,024,974 |
| Value of total assets at beginning of year | 2020-12-31 | $3,681,975 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $25,422 |
| Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $139,540 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $348,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $643,552 |
| Participant contributions at end of year | 2020-12-31 | $78,172 |
| Participant contributions at beginning of year | 2020-12-31 | $52,987 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $7,277 |
| Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,696,447 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,406,855 |
| Interest on participant loans | 2020-12-31 | $3,717 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $14,809 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $768 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $235,546 |
| Employer contributions (assets) at end of year | 2020-12-31 | $235,546 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $210,873 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $238,966 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | HAROLD D BLACKBURN INC. |
| Accountancy firm EIN | 2020-12-31 | 203584998 |
| 2019 : MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets from this plan | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,283,126 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $388,279 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $3,681,975 |
| Value of total assets at beginning of year | 2019-12-31 | $2,787,128 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $13,658 |
| Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $115,664 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $280,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $438,738 |
| Participant contributions at end of year | 2019-12-31 | $52,987 |
| Participant contributions at beginning of year | 2019-12-31 | $52,647 |
| Participant contributions at beginning of year | 2019-12-31 | $68 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $247 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $8,005 |
| Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,406,855 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,511,108 |
| Interest on participant loans | 2019-12-31 | $1,320 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $11,260 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $239 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $536,590 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $182,809 |
| Employer contributions (assets) at end of year | 2019-12-31 | $210,873 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $202,518 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $374,621 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | HAROLD BLACKBURN CPA |
| Accountancy firm EIN | 2019-12-31 | 203584998 |
| 2018 : MEDICAL MURRAY, INC. 401(K) RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $383,673 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $342,937 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $324,672 |
| Value of total corrective distributions | 2018-12-31 | $69 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $594,199 |
| Value of total assets at end of year | 2018-12-31 | $2,790,475 |
| Value of total assets at beginning of year | 2018-12-31 | $2,749,739 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $18,196 |
| Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $361,502 |
| Participant contributions at end of year | 2018-12-31 | $52,647 |
| Participant contributions at beginning of year | 2018-12-31 | $60,219 |
| Participant contributions at end of year | 2018-12-31 | $1,519 |
| Participant contributions at beginning of year | 2018-12-31 | $11,930 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $247 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $49,186 |
| Other income not declared elsewhere | 2018-12-31 | $141 |
| Administrative expenses (other) incurred | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $2,511,108 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,472,987 |
| Interest on participant loans | 2018-12-31 | $3,623 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $20,540 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $19,494 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-214,395 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $105 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $183,511 |
| Employer contributions (assets) at end of year | 2018-12-31 | $204,414 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $185,109 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $324,672 |
| Contract administrator fees | 2018-12-31 | $18,196 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | HAROLD BLACKBURN CPA |
| Accountancy firm EIN | 2018-12-31 | 203584998 |
