MIDWEST VISION PARTNERS MANAGEMENT HOLDINGS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MIDWEST VISION PARTNERS 401(K) PLAN
Measure | Date | Value |
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2022 : MIDWEST VISION PARTNERS 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $3,293,572 |
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 | $1,141,004 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,525,925 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,336,238 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $20,249 |
Value of total corrective distributions | 2022-12-31 | $2,050 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $7,309,588 |
Value of total assets at end of year | 2022-12-31 | $36,911,821 |
Value of total assets at beginning of year | 2022-12-31 | $34,003,170 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $167,388 |
Total interest from all sources | 2022-12-31 | $13,113 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,075,993 |
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 | $1,075,993 |
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 | $4,448,165 |
Participant contributions at end of year | 2022-12-31 | $398,763 |
Participant contributions at beginning of year | 2022-12-31 | $205,420 |
Participant contributions at end of year | 2022-12-31 | $97,988 |
Participant contributions at beginning of year | 2022-12-31 | $11,084 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,859,665 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $814,028 |
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 | $-384,921 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $36,911,821 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $34,003,170 |
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 |
Investment advisory and management fees | 2022-12-31 | $87,567 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $32,245,001 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $31,998,060 |
Interest on participant loans | 2022-12-31 | $13,113 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,138,992 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,582,276 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $134,952 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,306,787 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $49,097 |
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 | Yes |
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 | $2,047,395 |
Employer contributions (assets) at end of year | 2022-12-31 | $36,460 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $206,330 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,336,238 |
Contract administrator fees | 2022-12-31 | $79,821 |
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 | CORRIGAN KRAUSE |
Accountancy firm EIN | 2022-12-31 | 371574855 |
2021 : MIDWEST VISION PARTNERS 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $17,586 |
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 | $13,440,771 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,994,517 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,838,414 |
Value of total corrective distributions | 2021-12-31 | $1,667 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $9,848,325 |
Value of total assets at end of year | 2021-12-31 | $33,798,457 |
Value of total assets at beginning of year | 2021-12-31 | $25,352,203 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $154,436 |
Total interest from all sources | 2021-12-31 | $11,997 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $481,877 |
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 | $481,877 |
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 | $3,212,958 |
Participant contributions at end of year | 2021-12-31 | $206,364 |
Participant contributions at beginning of year | 2021-12-31 | $150,495 |
Participant contributions at end of year | 2021-12-31 | $9,431 |
Participant contributions at beginning of year | 2021-12-31 | $29,540 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $4,794,195 |
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 | $8,446,254 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $33,798,457 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $25,352,203 |
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 |
Investment advisory and management fees | 2021-12-31 | $86,944 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $31,998,060 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $23,465,901 |
Interest on participant loans | 2021-12-31 | $9,500 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,582,276 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,645,819 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $56,551 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $56,551 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $2,497 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,067,650 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $30,922 |
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 | $1,841,172 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,326 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,897 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,838,414 |
Contract administrator fees | 2021-12-31 | $67,492 |
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 | Qualified |
Accountancy firm name | 2021-12-31 | CROWE |
Accountancy firm EIN | 2021-12-31 | 854609074 |
2020 : MIDWEST VISION PARTNERS 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $13,261,640 |
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 | $8,932,406 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $212,987 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $168,969 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,234,082 |
Value of total assets at end of year | 2020-12-31 | $25,352,203 |
Value of total assets at beginning of year | 2020-12-31 | $3,371,144 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $44,018 |
Total interest from all sources | 2020-12-31 | $6,017 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $296,502 |
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 | $296,502 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $1,628,409 |
Participant contributions at end of year | 2020-12-31 | $150,495 |
Participant contributions at beginning of year | 2020-12-31 | $8,577 |
Participant contributions at end of year | 2020-12-31 | $29,540 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,984,853 |
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 | $8,719,419 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $25,352,203 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,371,144 |
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 |
Investment advisory and management fees | 2020-12-31 | $17,624 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $23,465,901 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,358,446 |
Interest on participant loans | 2020-12-31 | $6,017 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,645,819 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,121 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $56,551 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,384,760 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $11,045 |
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 | $620,820 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,897 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $168,969 |
Contract administrator fees | 2020-12-31 | $26,394 |
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 | Qualified |
Accountancy firm name | 2020-12-31 | CROWE |
Accountancy firm EIN | 2020-12-31 | 854609074 |
2019 : MIDWEST VISION PARTNERS 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $9,651 |
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 | $3,363,940 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,163,067 |
Value of total assets at end of year | 2019-12-31 | $3,371,144 |
Value of total assets at beginning of year | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,447 |
Total interest from all sources | 2019-12-31 | $311 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $68,116 |
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 | $68,116 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | $258,390 |
Participant contributions at end of year | 2019-12-31 | $8,577 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,899,055 |
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 | $3,361,493 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,371,144 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
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 | $1,310 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,358,446 |
Interest on participant loans | 2019-12-31 | $311 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,121 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $132,415 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $31 |
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 | $5,622 |
Contract administrator fees | 2019-12-31 | $1,137 |
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 |