?>
Logo

ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALLIED HEALTH OF WISCONSIN, S.C. has sponsored the creation of one or more 401k plans.

Company Name:ALLIED HEALTH OF WISCONSIN, S.C.
Employer identification number (EIN):391794159
NAIC Classification:621310
NAIC Description:Offices of Chiropractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01STEVEN SILVERMAN2017-02-10
0012015-01-01STEVEN SILVERMAN
0012014-01-01TIM SHAW
0012013-01-01TIM SHAW
0012012-01-01SCOTT BAUTCH
0012011-01-01SCOTT BAUTCH
0012010-01-01SCOTT BAUTCH
0012009-01-01SCOTT BAUTCH, CEO

Plan Statistics for ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-0123
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0188
Number of participants with account balances2015-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01247
Total number of active participants reported on line 7a of the Form 55002014-01-01199
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01221
Number of participants with account balances2014-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01247
Total number of active participants reported on line 7a of the Form 55002013-01-01235
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01261
Number of participants with account balances2013-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01250
Total number of active participants reported on line 7a of the Form 55002012-01-01235
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01252
Number of participants with account balances2012-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01231
Total number of active participants reported on line 7a of the Form 55002011-01-01232
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01254
Number of participants with account balances2011-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01233
Total number of active participants reported on line 7a of the Form 55002010-01-01212
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01231
Number of participants with account balances2010-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01246
Total number of active participants reported on line 7a of the Form 55002009-01-01242
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01254
Number of participants with account balances2009-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015 : ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$277,795
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,943,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,866,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$377,669
Value of total assets at end of year2015-12-31$5,785,930
Value of total assets at beginning of year2015-12-31$9,452,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$77,676
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$141,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$141,221
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$377,669
Participant contributions at end of year2015-12-31$20,903
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$34
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,666,170
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,785,930
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,452,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$44,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,950,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,176,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$814,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$275,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$275,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-241,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,866,289
Contract administrator fees2015-12-31$33,213
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HERMANS & ASSOCIATES CPA'S S.C.
Accountancy firm EIN2015-12-31391421794
2014 : ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$858,480
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,175,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,100,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$345,202
Value of total assets at end of year2014-12-31$9,452,100
Value of total assets at beginning of year2014-12-31$9,768,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$74,483
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$225,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$225,626
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$345,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-316,656
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,452,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,768,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$48,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,176,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,214,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$275,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$554,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$554,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$287,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,100,653
Contract administrator fees2014-12-31$25,749
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HERMANS & ASSOCIATES CPA'S S.C.
Accountancy firm EIN2014-12-31391421794
2013 : ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,990,727
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$743,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$665,203
Value of total corrective distributions2013-12-31$10,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$406,880
Value of total assets at end of year2013-12-31$9,768,756
Value of total assets at beginning of year2013-12-31$8,521,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$68,099
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$195,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$195,159
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$403,334
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,247,148
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,768,756
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,521,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$46,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,214,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,843,867
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$666,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$554,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,380,392
Net investment gain or loss from common/collective trusts2013-12-31$8,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$709
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$11,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$665,203
Contract administrator fees2013-12-31$21,645
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HERMANS & ASSOCIATE CPA'S S.C.
Accountancy firm EIN2013-12-31391421794
2012 : ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$225
Total income from all sources (including contributions)2012-12-31$1,572,440
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$735,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$668,255
Value of total corrective distributions2012-12-31$3,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$367,604
Value of total assets at end of year2012-12-31$8,521,608
Value of total assets at beginning of year2012-12-31$7,685,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$63,930
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$279,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$279,322
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$353,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$225
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$10,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$836,474
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,521,608
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,685,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$43,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,843,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,338,140
Value of interest in common/collective trusts at end of year2012-12-31$666,119
Value of interest in common/collective trusts at beginning of year2012-12-31$336,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$916,759
Net investment gain or loss from common/collective trusts2012-12-31$8,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$14,009
Employer contributions (assets) at end of year2012-12-31$11,622
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$668,255
Contract administrator fees2012-12-31$20,779
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HERMANS & ASSOCIATE CPA'S S.C.
Accountancy firm EIN2012-12-31391421794
2011 : ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$669
Total income from all sources (including contributions)2011-12-31$69,719
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$193,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$113,742
Value of total corrective distributions2011-12-31$18,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$405,354
Value of total assets at end of year2011-12-31$7,685,359
Value of total assets at beginning of year2011-12-31$7,809,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$61,349
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$190,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$190,612
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$397,621
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$669
Total non interest bearing cash at end of year2011-12-31$10,225
Total non interest bearing cash at beginning of year2011-12-31$669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-123,920
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,685,134
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,809,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$41,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,338,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,186,452
Value of interest in common/collective trusts at end of year2011-12-31$336,994
Value of interest in common/collective trusts at beginning of year2011-12-31$622,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-538,722
Net investment gain or loss from common/collective trusts2011-12-31$12,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$113,742
Contract administrator fees2011-12-31$20,146
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HERMANS & ASSOCIATE CPA'S S.C.
Accountancy firm EIN2011-12-31391421794
2010 : ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$103
Total income from all sources (including contributions)2010-12-31$1,517,404
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$938,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$864,052
Value of total corrective distributions2010-12-31$11,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$382,567
Value of total assets at end of year2010-12-31$7,809,723
Value of total assets at beginning of year2010-12-31$7,230,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,822
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$382,567
Participant contributions at beginning of year2010-12-31$5,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$103
Total non interest bearing cash at end of year2010-12-31$669
Total non interest bearing cash at beginning of year2010-12-31$15,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$578,802
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,809,054
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,230,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$40,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,186,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,904,704
Value of interest in common/collective trusts at end of year2010-12-31$622,602
Value of interest in common/collective trusts at beginning of year2010-12-31$304,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,130,197
Net investment gain or loss from common/collective trusts2010-12-31$4,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$864,052
Contract administrator fees2010-12-31$22,358
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HERMANS & ASSOCIATES, CPA'S S.C.
Accountancy firm EIN2010-12-31391421794
2009 : ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST

2015: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALLIED HEALTH OF WISCONSIN, S.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3