ROCKY MOUNTAIN MEDICAL EQUIPMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROCKY MOUNTAIN MEDICAL EQUIPMENT, LLC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2020 : ROCKY MOUNTAIN MEDICAL EQUIPMENT, LLC. RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-05-19 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-19 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-19 | $0 |
| Total income from all sources (including contributions) | 2020-05-19 | $-61,404 |
| Total loss/gain on sale of assets | 2020-05-19 | $0 |
| Total of all expenses incurred | 2020-05-19 | $3,257,229 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-19 | $3,227,305 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-19 | $0 |
| Value of total assets at end of year | 2020-05-19 | $0 |
| Value of total assets at beginning of year | 2020-05-19 | $3,318,633 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-19 | $29,924 |
| Total interest from all sources | 2020-05-19 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-05-19 | $177 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-19 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-05-19 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-05-19 | $177 |
| Was this plan covered by a fidelity bond | 2020-05-19 | Yes |
| Value of fidelity bond cover | 2020-05-19 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2020-05-19 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-05-19 | No |
| Administrative expenses (other) incurred | 2020-05-19 | $17,516 |
| Total non interest bearing cash at beginning of year | 2020-05-19 | $57,804 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-19 | No |
| Value of net income/loss | 2020-05-19 | $-3,318,633 |
| Value of net assets at end of year (total assets less liabilities) | 2020-05-19 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-05-19 | $3,318,633 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-19 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-19 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-05-19 | No |
| Investment advisory and management fees | 2020-05-19 | $12,408 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-05-19 | $3,260,829 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-05-19 | $-61,581 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-19 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-05-19 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-05-19 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-19 | $3,227,305 |
| Did the plan have assets held for investment | 2020-05-19 | No |
| 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 | 2020-05-19 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-19 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-19 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-05-19 | Disclaimer |
| Accountancy firm name | 2020-05-19 | ANDERSON & WHITNEY, P.C. |
| Accountancy firm EIN | 2020-05-19 | 841016028 |
| 2019 : ROCKY MOUNTAIN MEDICAL EQUIPMENT, LLC. RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 | $1,207,609 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $260,654 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $238,346 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $705,098 |
| Value of total assets at end of year | 2019-12-31 | $3,318,633 |
| Value of total assets at beginning of year | 2019-12-31 | $2,371,678 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $22,308 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,722 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,722 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $409,878 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $852 |
| Administrative expenses (other) incurred | 2019-12-31 | $3,833 |
| Total non interest bearing cash at end of year | 2019-12-31 | $57,804 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $55,095 |
| 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 | $946,955 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,318,633 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,371,678 |
| 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 |
| Investment advisory and management fees | 2019-12-31 | $18,475 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,260,829 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,316,583 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $496,789 |
| 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 | Yes |
| 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 | $294,368 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $238,346 |
| 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 | ANDERSON & WHITNEY, P.C. |
| Accountancy firm EIN | 2019-12-31 | 841016028 |
| 2018 : ROCKY MOUNTAIN MEDICAL EQUIPMENT, LLC. 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 | $501,321 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $144,341 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $126,515 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $647,372 |
| Value of total assets at end of year | 2018-12-31 | $2,371,678 |
| Value of total assets at beginning of year | 2018-12-31 | $2,014,698 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $17,826 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $8,268 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $8,268 |
| Was this plan covered by a fidelity bond | 2018-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $375,897 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $19,275 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,017 |
| Administrative expenses (other) incurred | 2018-12-31 | $2,898 |
| Total non interest bearing cash at end of year | 2018-12-31 | $55,095 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $34,012 |
| 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 | $356,980 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,371,678 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,014,698 |
| 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 |
| Investment advisory and management fees | 2018-12-31 | $14,928 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,316,583 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,946,667 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-154,319 |
| 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 | $269,458 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $14,744 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $126,515 |
| 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 | ANDERSON & WHITNEY, P.C. |
| Accountancy firm EIN | 2018-12-31 | 841016028 |
| 2017 : ROCKY MOUNTAIN MEDICAL EQUIPMENT, LLC. RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,038,922 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $62,036 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $50,503 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $833,610 |
| Value of total assets at end of year | 2017-12-31 | $2,014,698 |
| Value of total assets at beginning of year | 2017-12-31 | $1,037,812 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $11,533 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,751 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,751 |
| Was this plan covered by a fidelity bond | 2017-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $391,643 |
| Participant contributions at end of year | 2017-12-31 | $19,275 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $165,085 |
| Administrative expenses (other) incurred | 2017-12-31 | $1,449 |
| Total non interest bearing cash at end of year | 2017-12-31 | $34,012 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $26,588 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $976,886 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,014,698 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,037,812 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $10,084 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,946,667 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,011,224 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $202,561 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $276,882 |
| Employer contributions (assets) at end of year | 2017-12-31 | $14,744 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $50,503 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | ANDERSON & WHITNEY, P.C. |
| Accountancy firm EIN | 2017-12-31 | 841016028 |
| 2016 : ROCKY MOUNTAIN MEDICAL EQUIPMENT, LLC. RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,042,172 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $4,360 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,901 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,026,823 |
| Value of total assets at end of year | 2016-12-31 | $1,037,812 |
| Value of total assets at beginning of year | 2016-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,459 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,791 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,791 |
| Was this plan covered by a fidelity bond | 2016-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $306,454 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $494,960 |
| Administrative expenses (other) incurred | 2016-12-31 | $1,459 |
| Total non interest bearing cash at end of year | 2016-12-31 | $26,588 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $1,037,812 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,037,812 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,037,812 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $13,558 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $225,409 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,901 |
| 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 | 2016-12-31 | Yes |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | ANDERSON & WHITNEY, P.C. |
| Accountancy firm EIN | 2016-12-31 | 841016028 |
