METRO WEST AMBULANCE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan METRO WEST AMBULANCE SERVICE RETIREMENT PLAN
Measure | Date | Value |
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2023 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total income from all sources (including contributions) | 2023-03-31 | $110,652 |
Total loss/gain on sale of assets | 2023-03-31 | $0 |
Total of all expenses incurred | 2023-03-31 | $2,741,974 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $2,690,440 |
Value of total corrective distributions | 2023-03-31 | $28,577 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $2,537,744 |
Value of total assets at end of year | 2023-03-31 | $33,164,511 |
Value of total assets at beginning of year | 2023-03-31 | $35,795,833 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $22,957 |
Total interest from all sources | 2023-03-31 | $28,989 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Contributions received from participants | 2023-03-31 | $2,058,745 |
Participant contributions at end of year | 2023-03-31 | $676,813 |
Participant contributions at beginning of year | 2023-03-31 | $581,244 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-03-31 | $7,822 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Value of net income/loss | 2023-03-31 | $-2,631,322 |
Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $33,164,511 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $35,795,833 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2023-03-31 | $32,487,698 |
Value of interest in pooled separate accounts at beginning of year | 2023-03-31 | $35,214,589 |
Interest on participant loans | 2023-03-31 | $28,989 |
Net investment gain/loss from pooled separate accounts | 2023-03-31 | $-2,456,081 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Contributions received in cash from employer | 2023-03-31 | $471,177 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $2,690,440 |
Contract administrator fees | 2023-03-31 | $22,957 |
Did the plan have assets held for investment | 2023-03-31 | 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 | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | FORDHAM & CO., LLP. |
Accountancy firm EIN | 2023-03-31 | 931298398 |
2022 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-03-31 | $0 |
Total transfer of assets to this plan | 2022-03-31 | $2,176,556 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total income from all sources (including contributions) | 2022-03-31 | $4,949,457 |
Total loss/gain on sale of assets | 2022-03-31 | $0 |
Total of all expenses incurred | 2022-03-31 | $4,813,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $4,770,969 |
Value of total corrective distributions | 2022-03-31 | $28,740 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $2,827,186 |
Value of total assets at end of year | 2022-03-31 | $35,795,833 |
Value of total assets at beginning of year | 2022-03-31 | $33,483,102 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $13,573 |
Total interest from all sources | 2022-03-31 | $23,006 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Contributions received from participants | 2022-03-31 | $1,810,144 |
Participant contributions at end of year | 2022-03-31 | $581,244 |
Participant contributions at beginning of year | 2022-03-31 | $605,686 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $136,175 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $35,795,833 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $33,483,102 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-03-31 | $35,214,589 |
Value of interest in pooled separate accounts at beginning of year | 2022-03-31 | $32,877,416 |
Interest on participant loans | 2022-03-31 | $23,006 |
Net investment gain/loss from pooled separate accounts | 2022-03-31 | $2,099,265 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Contributions received in cash from employer | 2022-03-31 | $1,017,042 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $4,770,969 |
Contract administrator fees | 2022-03-31 | $13,573 |
Did the plan have assets held for investment | 2022-03-31 | 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 | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | FORDHAM & CO., LLP. |
Accountancy firm EIN | 2022-03-31 | 931298398 |
2021 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total income from all sources (including contributions) | 2021-03-31 | $12,292,534 |
Total loss/gain on sale of assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $1,625,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $1,552,317 |
Expenses. Certain deemed distributions of participant loans | 2021-03-31 | $14,485 |
Value of total corrective distributions | 2021-03-31 | $43,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $2,989,238 |
Value of total assets at end of year | 2021-03-31 | $33,483,102 |
Value of total assets at beginning of year | 2021-03-31 | $22,816,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $15,495 |
Total interest from all sources | 2021-03-31 | $28,221 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Contributions received from participants | 2021-03-31 | $1,646,416 |
Participant contributions at end of year | 2021-03-31 | $605,686 |
Participant contributions at beginning of year | 2021-03-31 | $713,662 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $10,666,824 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $33,483,102 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $22,816,278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-03-31 | $32,877,416 |
Value of interest in pooled separate accounts at beginning of year | 2021-03-31 | $22,102,616 |
Interest on participant loans | 2021-03-31 | $28,221 |
Net investment gain/loss from pooled separate accounts | 2021-03-31 | $9,275,075 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Contributions received in cash from employer | 2021-03-31 | $1,342,822 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $1,552,317 |
Contract administrator fees | 2021-03-31 | $15,495 |
Did the plan have assets held for investment | 2021-03-31 | 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 | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Disclaimer |
Accountancy firm name | 2021-03-31 | FORDHAM & CO., LLP. |
Accountancy firm EIN | 2021-03-31 | 931298398 |
2020 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-03-31 | $0 |
Total transfer of assets to this plan | 2020-03-31 | $2,881,772 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total income from all sources (including contributions) | 2020-03-31 | $712,597 |
Total loss/gain on sale of assets | 2020-03-31 | $0 |
Total of all expenses incurred | 2020-03-31 | $2,676,346 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $2,631,765 |
Expenses. Certain deemed distributions of participant loans | 2020-03-31 | $23,230 |
Value of total corrective distributions | 2020-03-31 | $12,020 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $2,562,778 |
Value of total assets at end of year | 2020-03-31 | $22,816,278 |
Value of total assets at beginning of year | 2020-03-31 | $21,898,255 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $9,331 |
Total interest from all sources | 2020-03-31 | $28,900 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Contributions received from participants | 2020-03-31 | $1,320,598 |
Participant contributions at end of year | 2020-03-31 | $713,662 |
Participant contributions at beginning of year | 2020-03-31 | $663,530 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-03-31 | $26,794 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Value of net income/loss | 2020-03-31 | $-1,963,749 |
Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $22,816,278 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $21,898,255 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-03-31 | $22,102,616 |
Value of interest in pooled separate accounts at beginning of year | 2020-03-31 | $21,234,725 |
Interest on participant loans | 2020-03-31 | $28,900 |
Net investment gain/loss from pooled separate accounts | 2020-03-31 | $-1,879,081 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Contributions received in cash from employer | 2020-03-31 | $1,215,386 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $2,631,765 |
Contract administrator fees | 2020-03-31 | $9,331 |
Did the plan have assets held for investment | 2020-03-31 | 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 | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Disclaimer |
Accountancy firm name | 2020-03-31 | FORDHAM & CO LLP. |
Accountancy firm EIN | 2020-03-31 | 931298398 |
2019 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $0 |
Total income from all sources (including contributions) | 2019-03-31 | $3,026,648 |
Total loss/gain on sale of assets | 2019-03-31 | $0 |
Total of all expenses incurred | 2019-03-31 | $890,296 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $867,708 |
Value of total corrective distributions | 2019-03-31 | $11,238 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $1,855,576 |
Value of total assets at end of year | 2019-03-31 | $21,898,255 |
Value of total assets at beginning of year | 2019-03-31 | $19,761,903 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $11,350 |
Total interest from all sources | 2019-03-31 | $28,363 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
Value of fidelity bond cover | 2019-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Contributions received from participants | 2019-03-31 | $1,186,707 |
Participant contributions at end of year | 2019-03-31 | $663,530 |
Participant contributions at beginning of year | 2019-03-31 | $718,691 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-03-31 | $28,445 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Value of net income/loss | 2019-03-31 | $2,136,352 |
Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $21,898,255 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $19,761,903 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-03-31 | $21,234,725 |
Value of interest in pooled separate accounts at beginning of year | 2019-03-31 | $19,043,212 |
Interest on participant loans | 2019-03-31 | $28,363 |
Net investment gain/loss from pooled separate accounts | 2019-03-31 | $1,142,709 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Contributions received in cash from employer | 2019-03-31 | $640,424 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $867,708 |
Contract administrator fees | 2019-03-31 | $11,350 |
Did the plan have assets held for investment | 2019-03-31 | 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 | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Disclaimer |
Accountancy firm name | 2019-03-31 | FORDHAM & CO LLP. |
Accountancy firm EIN | 2019-03-31 | 931298398 |
2018 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Total income from all sources (including contributions) | 2018-03-31 | $3,697,453 |
Total loss/gain on sale of assets | 2018-03-31 | $0 |
Total of all expenses incurred | 2018-03-31 | $1,098,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $1,068,192 |
Value of total corrective distributions | 2018-03-31 | $22,762 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $1,687,862 |
Value of total assets at end of year | 2018-03-31 | $19,761,903 |
Value of total assets at beginning of year | 2018-03-31 | $17,163,138 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $7,734 |
Total interest from all sources | 2018-03-31 | $24,548 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
Value of fidelity bond cover | 2018-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Contributions received from participants | 2018-03-31 | $1,072,333 |
Participant contributions at end of year | 2018-03-31 | $718,691 |
Participant contributions at beginning of year | 2018-03-31 | $630,542 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-03-31 | $7,068 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Value of net income/loss | 2018-03-31 | $2,598,765 |
Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $19,761,903 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $17,163,138 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-03-31 | $19,043,212 |
Value of interest in pooled separate accounts at beginning of year | 2018-03-31 | $16,532,596 |
Interest on participant loans | 2018-03-31 | $24,548 |
Net investment gain/loss from pooled separate accounts | 2018-03-31 | $1,985,043 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Contributions received in cash from employer | 2018-03-31 | $608,461 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $1,068,192 |
Contract administrator fees | 2018-03-31 | $7,734 |
Did the plan have assets held for investment | 2018-03-31 | 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 | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Disclaimer |
Accountancy firm name | 2018-03-31 | FORDHAM GOODFELLOW LLP |
Accountancy firm EIN | 2018-03-31 | 931298398 |
2017 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total income from all sources (including contributions) | 2017-03-31 | $3,289,609 |
Total loss/gain on sale of assets | 2017-03-31 | $0 |
Total of all expenses incurred | 2017-03-31 | $430,222 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $419,312 |
Value of total corrective distributions | 2017-03-31 | $3,939 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $1,481,639 |
Value of total assets at end of year | 2017-03-31 | $17,163,138 |
Value of total assets at beginning of year | 2017-03-31 | $14,303,751 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $6,971 |
Total interest from all sources | 2017-03-31 | $20,436 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Contributions received from participants | 2017-03-31 | $946,576 |
Participant contributions at end of year | 2017-03-31 | $630,542 |
Participant contributions at beginning of year | 2017-03-31 | $629,228 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-03-31 | $11,338 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $2,859,387 |
Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $17,163,138 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $14,303,751 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-03-31 | $16,532,596 |
Value of interest in pooled separate accounts at beginning of year | 2017-03-31 | $13,674,523 |
Interest on participant loans | 2017-03-31 | $20,436 |
Net investment gain/loss from pooled separate accounts | 2017-03-31 | $1,787,534 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $523,725 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $419,312 |
Contract administrator fees | 2017-03-31 | $6,971 |
Did the plan have assets held for investment | 2017-03-31 | 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 | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
Accountancy firm name | 2017-03-31 | FORDHAM GOODFELLOW LLP |
Accountancy firm EIN | 2017-03-31 | 931298398 |
2016 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
Total income from all sources (including contributions) | 2016-03-31 | $987,200 |
Total loss/gain on sale of assets | 2016-03-31 | $0 |
Total of all expenses incurred | 2016-03-31 | $1,135,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $1,110,559 |
Expenses. Certain deemed distributions of participant loans | 2016-03-31 | $5,395 |
Value of total corrective distributions | 2016-03-31 | $12,756 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $1,299,932 |
Value of total assets at end of year | 2016-03-31 | $14,303,751 |
Value of total assets at beginning of year | 2016-03-31 | $14,451,939 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $6,678 |
Total interest from all sources | 2016-03-31 | $20,246 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
Value of fidelity bond cover | 2016-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Contributions received from participants | 2016-03-31 | $806,468 |
Participant contributions at end of year | 2016-03-31 | $629,228 |
Participant contributions at beginning of year | 2016-03-31 | $660,777 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Value of net income/loss | 2016-03-31 | $-148,188 |
Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $14,303,751 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $14,451,939 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-03-31 | $13,674,523 |
Value of interest in pooled separate accounts at beginning of year | 2016-03-31 | $13,791,162 |
Interest on participant loans | 2016-03-31 | $20,246 |
Net investment gain/loss from pooled separate accounts | 2016-03-31 | $-332,978 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Contributions received in cash from employer | 2016-03-31 | $493,464 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $1,110,559 |
Contract administrator fees | 2016-03-31 | $6,678 |
Did the plan have assets held for investment | 2016-03-31 | 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 | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Disclaimer |
Accountancy firm name | 2016-03-31 | FORDHAM GOODFELLOW LLP |
Accountancy firm EIN | 2016-03-31 | 931298398 |
2015 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Total income from all sources (including contributions) | 2015-03-31 | $2,261,305 |
Total loss/gain on sale of assets | 2015-03-31 | $0 |
Total of all expenses incurred | 2015-03-31 | $715,626 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $699,100 |
Value of total corrective distributions | 2015-03-31 | $9,292 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $1,361,892 |
Value of total assets at end of year | 2015-03-31 | $14,451,939 |
Value of total assets at beginning of year | 2015-03-31 | $12,906,260 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $7,234 |
Total interest from all sources | 2015-03-31 | $19,536 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Contributions received from participants | 2015-03-31 | $779,249 |
Participant contributions at end of year | 2015-03-31 | $660,777 |
Participant contributions at beginning of year | 2015-03-31 | $587,105 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-03-31 | $154,367 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Value of net income/loss | 2015-03-31 | $1,545,679 |
Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $14,451,939 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $12,906,260 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-03-31 | $13,791,162 |
Value of interest in pooled separate accounts at beginning of year | 2015-03-31 | $12,319,155 |
Interest on participant loans | 2015-03-31 | $19,536 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-03-31 | $879,877 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Contributions received in cash from employer | 2015-03-31 | $428,276 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $699,100 |
Contract administrator fees | 2015-03-31 | $7,234 |
Did the plan have assets held for investment | 2015-03-31 | 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 | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
Accountancy firm name | 2015-03-31 | FORDHAM GOODFEELOW LLP |
Accountancy firm EIN | 2015-03-31 | 931298398 |
2014 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
Total income from all sources (including contributions) | 2014-03-31 | $2,451,036 |
Total loss/gain on sale of assets | 2014-03-31 | $0 |
Total of all expenses incurred | 2014-03-31 | $1,157,951 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $1,148,816 |
Value of total corrective distributions | 2014-03-31 | $2,835 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $809,247 |
Value of total assets at end of year | 2014-03-31 | $12,906,260 |
Value of total assets at beginning of year | 2014-03-31 | $11,613,175 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $6,300 |
Total interest from all sources | 2014-03-31 | $17,431 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Contributions received from participants | 2014-03-31 | $707,023 |
Participant contributions at end of year | 2014-03-31 | $587,105 |
Participant contributions at beginning of year | 2014-03-31 | $626,677 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-03-31 | $4,276 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Value of net income/loss | 2014-03-31 | $1,293,085 |
Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $12,906,260 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $11,613,175 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-03-31 | $12,319,155 |
Value of interest in pooled separate accounts at beginning of year | 2014-03-31 | $10,986,498 |
Interest on participant loans | 2014-03-31 | $17,431 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-03-31 | $1,624,358 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Contributions received in cash from employer | 2014-03-31 | $97,948 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $1,148,816 |
Contract administrator fees | 2014-03-31 | $6,300 |
Did the plan have assets held for investment | 2014-03-31 | 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 | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
Accountancy firm name | 2014-03-31 | FORDHAM GOODFELLOW LLP |
Accountancy firm EIN | 2014-03-31 | 931298398 |
2013 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
Total income from all sources (including contributions) | 2013-03-31 | $2,610,067 |
Total loss/gain on sale of assets | 2013-03-31 | $0 |
Total of all expenses incurred | 2013-03-31 | $1,416,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $1,400,829 |
Value of total corrective distributions | 2013-03-31 | $8,431 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $1,527,755 |
Value of total assets at end of year | 2013-03-31 | $11,613,175 |
Value of total assets at beginning of year | 2013-03-31 | $10,419,355 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $6,987 |
Total interest from all sources | 2013-03-31 | $18,094 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Contributions received from participants | 2013-03-31 | $671,329 |
Participant contributions at end of year | 2013-03-31 | $626,677 |
Participant contributions at beginning of year | 2013-03-31 | $502,604 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-03-31 | $541,416 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Value of net income/loss | 2013-03-31 | $1,193,820 |
Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $11,613,175 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $10,419,355 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-03-31 | $10,986,498 |
Value of interest in pooled separate accounts at beginning of year | 2013-03-31 | $9,916,751 |
Interest on participant loans | 2013-03-31 | $18,094 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-03-31 | $1,064,218 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Contributions received in cash from employer | 2013-03-31 | $315,010 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $1,400,829 |
Contract administrator fees | 2013-03-31 | $6,987 |
Did the plan have assets held for investment | 2013-03-31 | 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 | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Disclaimer |
Accountancy firm name | 2013-03-31 | FORDHAM GOODFELLOW LLP |
Accountancy firm EIN | 2013-03-31 | 931298398 |
2012 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Total income from all sources (including contributions) | 2012-03-31 | $1,372,280 |
Total loss/gain on sale of assets | 2012-03-31 | $0 |
Total of all expenses incurred | 2012-03-31 | $750,638 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $738,287 |
Value of total corrective distributions | 2012-03-31 | $6,686 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $1,011,696 |
Value of total assets at end of year | 2012-03-31 | $10,419,355 |
Value of total assets at beginning of year | 2012-03-31 | $9,797,713 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $5,665 |
Total interest from all sources | 2012-03-31 | $21,413 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
Value of fidelity bond cover | 2012-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Contributions received from participants | 2012-03-31 | $648,269 |
Participant contributions at end of year | 2012-03-31 | $502,604 |
Participant contributions at beginning of year | 2012-03-31 | $528,008 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-03-31 | $19,545 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Value of net income/loss | 2012-03-31 | $621,642 |
Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $10,419,355 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $9,797,713 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2012-03-31 | $9,916,751 |
Value of interest in pooled separate accounts at beginning of year | 2012-03-31 | $9,269,705 |
Interest on participant loans | 2012-03-31 | $21,413 |
Value of interest in common/collective trusts at beginning of year | 2012-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-03-31 | $339,171 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Contributions received in cash from employer | 2012-03-31 | $343,882 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $738,287 |
Contract administrator fees | 2012-03-31 | $5,665 |
Did the plan have assets held for investment | 2012-03-31 | 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 | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Disclaimer |
Accountancy firm name | 2012-03-31 | FORDHAM GOODFELLOW LLP |
Accountancy firm EIN | 2012-03-31 | 931298398 |
2011 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Total income from all sources (including contributions) | 2011-03-31 | $2,100,723 |
Total loss/gain on sale of assets | 2011-03-31 | $0 |
Total of all expenses incurred | 2011-03-31 | $1,163,737 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $1,139,233 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $941,432 |
Value of total assets at end of year | 2011-03-31 | $9,797,713 |
Value of total assets at beginning of year | 2011-03-31 | $8,860,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $24,504 |
Total interest from all sources | 2011-03-31 | $21,871 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-03-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Contributions received from participants | 2011-03-31 | $617,824 |
Participant contributions at end of year | 2011-03-31 | $528,008 |
Participant contributions at beginning of year | 2011-03-31 | $434,436 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-03-31 | $10,270 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Value of net income/loss | 2011-03-31 | $936,986 |
Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $9,797,713 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $8,860,727 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $7,302,665 |
Value of interest in pooled separate accounts at end of year | 2011-03-31 | $9,269,705 |
Interest on participant loans | 2011-03-31 | $21,871 |
Value of interest in common/collective trusts at end of year | 2011-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-03-31 | $1,123,626 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-03-31 | $345,639 |
Net investment gain/loss from pooled separate accounts | 2011-03-31 | $791,781 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Contributions received in cash from employer | 2011-03-31 | $313,338 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $1,139,233 |
Contract administrator fees | 2011-03-31 | $24,504 |
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 | 2011-03-31 | Yes |
Did the plan have assets held for investment | 2011-03-31 | 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 | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Disclaimer |
Accountancy firm name | 2011-03-31 | G.M. BRANDT P.C. |
Accountancy firm EIN | 2011-03-31 | 208146927 |
2010 : METRO WEST AMBULANCE SERVICE RETIREMENT PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |