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A PLACE FOR MOM, INC. 401(K) PLAN 401k Plan overview

Plan NameA PLACE FOR MOM, INC. 401(K) PLAN
Plan identification number 001

A PLACE FOR MOM, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

A PLACE FOR MOM, INC. has sponsored the creation of one or more 401k plans.

Company Name:A PLACE FOR MOM, INC.
Employer identification number (EIN):912069153
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about A PLACE FOR MOM, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2000-08-10
Company Identification Number: 602058133
Legal Registered Office Address: 300 DESCHUTES WAY SW STE 208 MC-CSC1

TUMWATER
United States of America (USA)
98501

More information about A PLACE FOR MOM, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A PLACE FOR MOM, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01NIKKI MCCONNELL2023-09-29
0012021-01-01HEATHER SMITH2022-10-10
0012020-01-01HEATHER SMITH2021-10-05
0012019-01-01HEATHER SMITH2020-10-12
0012018-01-01HEATHER SMITH2019-10-11
0012017-01-01HEATHER SMITH HEATHER SMITH2018-10-11
0012016-01-01HEATHER SMITH HEATHER SMITH2017-10-06
0012015-01-01HEATHER SMITH HEATHER SMITH2016-10-14
0012014-01-01HEATHER SMITH HEATHER SMITH2015-10-13
0012013-01-01HEATHER SMITH HEATHER SMITH2014-10-14
0012012-01-01HEATHER SMITH HEATHER SMITH2013-10-14
0012011-01-01HEATHER SMITH
0012010-01-01HEATHER SMITH
0012009-01-01HEATHER SMITH

Plan Statistics for A PLACE FOR MOM, INC. 401(K) PLAN

401k plan membership statisitcs for A PLACE FOR MOM, INC. 401(K) PLAN

Measure Date Value
2022: A PLACE FOR MOM, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,278
Total number of active participants reported on line 7a of the Form 55002022-01-011,101
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01368
Total of all active and inactive participants2022-01-011,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,469
Number of participants with account balances2022-01-011,384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01231
2021: A PLACE FOR MOM, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01926
Total number of active participants reported on line 7a of the Form 55002021-01-01867
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01386
Total of all active and inactive participants2021-01-011,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,253
Number of participants with account balances2021-01-011,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01177
2020: A PLACE FOR MOM, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,094
Total number of active participants reported on line 7a of the Form 55002020-01-01642
Number of retired or separated participants receiving benefits2020-01-0135
Number of other retired or separated participants entitled to future benefits2020-01-01242
Total of all active and inactive participants2020-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01919
Number of participants with account balances2020-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0170
2019: A PLACE FOR MOM, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,074
Total number of active participants reported on line 7a of the Form 55002019-01-01775
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01293
Total of all active and inactive participants2019-01-011,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,068
Number of participants with account balances2019-01-011,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01166
2018: A PLACE FOR MOM, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01799
Total number of active participants reported on line 7a of the Form 55002018-01-01861
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01196
Total of all active and inactive participants2018-01-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,057
Number of participants with account balances2018-01-01977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01131
2017: A PLACE FOR MOM, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01803
Total number of active participants reported on line 7a of the Form 55002017-01-01843
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0188
Total of all active and inactive participants2017-01-01931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01931
Number of participants with account balances2017-01-01827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0161
2016: A PLACE FOR MOM, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01736
Total number of active participants reported on line 7a of the Form 55002016-01-01726
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01794
Number of participants with account balances2016-01-01659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0156
2015: A PLACE FOR MOM, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01656
Total number of active participants reported on line 7a of the Form 55002015-01-01657
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01706
Number of participants with account balances2015-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0163
2014: A PLACE FOR MOM, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01637
Total number of active participants reported on line 7a of the Form 55002014-01-01625
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01655
Number of participants with account balances2014-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0153
2013: A PLACE FOR MOM, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01565
Total number of active participants reported on line 7a of the Form 55002013-01-01611
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01637
Number of participants with account balances2013-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: A PLACE FOR MOM, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01460
Total number of active participants reported on line 7a of the Form 55002012-01-01565
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01565
Number of participants with account balances2012-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: A PLACE FOR MOM, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01470
Total number of active participants reported on line 7a of the Form 55002011-01-01409
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01460
Number of participants with account balances2011-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: A PLACE FOR MOM, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01359
Total number of active participants reported on line 7a of the Form 55002010-01-01367
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01391
Number of participants with account balances2010-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: A PLACE FOR MOM, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01195
Total number of active participants reported on line 7a of the Form 55002009-01-01295
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01320
Number of participants with account balances2009-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on A PLACE FOR MOM, INC. 401(K) PLAN

Measure Date Value
2022 : A PLACE FOR MOM, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$2,928,758
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,559,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,415,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,892,319
Value of total assets at end of year2022-12-31$34,482,914
Value of total assets at beginning of year2022-12-31$35,113,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$144,193
Total interest from all sources2022-12-31$14,780
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,606,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,606,381
Administrative expenses professional fees incurred2022-12-31$124,534
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,633,791
Participant contributions at end of year2022-12-31$306,661
Participant contributions at beginning of year2022-12-31$286,843
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$814,439
Other income not declared elsewhere2022-12-31$265
Total non interest bearing cash at end of year2022-12-31$21,249
Total non interest bearing cash at beginning of year2022-12-31$110,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-631,018
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,482,914
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,113,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$19,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,784,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,615,196
Interest on participant loans2022-12-31$14,780
Value of interest in common/collective trusts at end of year2022-12-31$1,370,945
Value of interest in common/collective trusts at beginning of year2022-12-31$1,101,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,584,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,444,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,415,583
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SWEENEY CONRAD,PS
Accountancy firm EIN2022-12-31911301672
2021 : A PLACE FOR MOM, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,124,568
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,973,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,878,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,674,765
Value of total assets at end of year2021-12-31$35,113,932
Value of total assets at beginning of year2021-12-31$28,963,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$95,633
Total interest from all sources2021-12-31$16,364
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,642,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,642,552
Administrative expenses professional fees incurred2021-12-31$77,775
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,838,611
Participant contributions at end of year2021-12-31$286,843
Participant contributions at beginning of year2021-12-31$344,206
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,006,753
Other income not declared elsewhere2021-12-31$2
Total non interest bearing cash at end of year2021-12-31$110,454
Total non interest bearing cash at beginning of year2021-12-31$36,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,150,777
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,113,932
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,963,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$17,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,615,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,526,033
Interest on participant loans2021-12-31$16,364
Value of interest in common/collective trusts at end of year2021-12-31$1,101,439
Value of interest in common/collective trusts at beginning of year2021-12-31$1,056,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,790,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$829,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,878,158
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SWEENEY CONRAD,PS
Accountancy firm EIN2021-12-31911301672
2020 : A PLACE FOR MOM, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,686,142
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,493,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,405,436
Value of total corrective distributions2020-12-31$974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,563,128
Value of total assets at end of year2020-12-31$28,963,155
Value of total assets at beginning of year2020-12-31$25,770,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$86,617
Total interest from all sources2020-12-31$22,123
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$842,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$842,443
Administrative expenses professional fees incurred2020-12-31$71,484
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,192,881
Participant contributions at end of year2020-12-31$344,206
Participant contributions at beginning of year2020-12-31$475,981
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$370,247
Other income not declared elsewhere2020-12-31$615
Total non interest bearing cash at end of year2020-12-31$36,425
Total non interest bearing cash at beginning of year2020-12-31$30,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,193,115
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,963,155
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,770,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$15,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,526,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,567,191
Interest on participant loans2020-12-31$22,123
Value of interest in common/collective trusts at end of year2020-12-31$1,056,491
Value of interest in common/collective trusts at beginning of year2020-12-31$696,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,234,014
Net investment gain or loss from common/collective trusts2020-12-31$23,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,405,436
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SWEENEY CONRAD,PS
Accountancy firm EIN2020-12-31911301672
2019 : A PLACE FOR MOM, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$10,227,148
Total income from all sources (including contributions)2019-12-31$10,227,148
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,625,913
Total of all expenses incurred2019-12-31$3,625,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,488,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,488,291
Value of total corrective distributions2019-12-31$38,125
Value of total corrective distributions2019-12-31$38,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,815,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,815,455
Value of total assets at end of year2019-12-31$25,770,040
Value of total assets at end of year2019-12-31$25,770,040
Value of total assets at beginning of year2019-12-31$19,168,805
Value of total assets at beginning of year2019-12-31$19,168,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$99,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$99,497
Total interest from all sources2019-12-31$21,776
Total interest from all sources2019-12-31$21,776
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$918,504
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$918,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$918,504
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$918,504
Administrative expenses professional fees incurred2019-12-31$85,558
Administrative expenses professional fees incurred2019-12-31$85,558
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,931,112
Contributions received from participants2019-12-31$4,931,112
Participant contributions at end of year2019-12-31$475,981
Participant contributions at end of year2019-12-31$475,981
Participant contributions at beginning of year2019-12-31$363,358
Participant contributions at beginning of year2019-12-31$363,358
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$157,112
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$157,112
Other income not declared elsewhere2019-12-31$830
Other income not declared elsewhere2019-12-31$830
Total non interest bearing cash at end of year2019-12-31$30,490
Total non interest bearing cash at end of year2019-12-31$30,490
Total non interest bearing cash at beginning of year2019-12-31$19,828
Total non interest bearing cash at beginning of year2019-12-31$19,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,601,235
Value of net income/loss2019-12-31$6,601,235
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,770,040
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,770,040
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,168,805
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,168,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,939
Investment advisory and management fees2019-12-31$13,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,567,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,567,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,225,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,225,075
Interest on participant loans2019-12-31$21,776
Interest on participant loans2019-12-31$21,776
Value of interest in common/collective trusts at end of year2019-12-31$696,378
Value of interest in common/collective trusts at end of year2019-12-31$696,378
Value of interest in common/collective trusts at beginning of year2019-12-31$560,544
Value of interest in common/collective trusts at beginning of year2019-12-31$560,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,451,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,451,754
Net investment gain or loss from common/collective trusts2019-12-31$18,829
Net investment gain or loss from common/collective trusts2019-12-31$18,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$727,231
Contributions received in cash from employer2019-12-31$727,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,488,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,488,291
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SWEENEY CONRAD,PS
Accountancy firm EIN2019-12-31911301672
2018 : A PLACE FOR MOM, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$4,935,974
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,889,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,814,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,816,037
Value of total assets at end of year2018-12-31$19,168,805
Value of total assets at beginning of year2018-12-31$18,122,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,002
Total interest from all sources2018-12-31$13,367
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$895,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$895,262
Administrative expenses professional fees incurred2018-12-31$50,631
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,916,676
Participant contributions at end of year2018-12-31$363,358
Participant contributions at beginning of year2018-12-31$244,774
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$272,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-2,382
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$19,828
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,046,776
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,168,805
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,122,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$21,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,225,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,123,912
Interest on participant loans2018-12-31$13,367
Value of interest in common/collective trusts at end of year2018-12-31$560,544
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$753,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,786,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$627,294
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,814,196
Contract administrator fees2018-12-31$3,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SWEENEY CONRAD,PS
Accountancy firm EIN2018-12-31911301672
2017 : A PLACE FOR MOM, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$7,142,987
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,601,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,534,051
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$21,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,898,290
Value of total assets at end of year2017-12-31$18,122,029
Value of total assets at beginning of year2017-12-31$12,580,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,799
Total interest from all sources2017-12-31$17,321
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$369,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$369,781
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,943,106
Participant contributions at end of year2017-12-31$244,774
Participant contributions at beginning of year2017-12-31$153,429
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$466,738
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,541,480
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,122,029
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,580,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$32,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,123,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,427,120
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$8,684
Interest earned on other investments2017-12-31$8,637
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$753,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,857,595
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$488,446
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,534,051
Contract administrator fees2017-12-31$12,900
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SWEENEY CONRAD
Accountancy firm EIN2017-12-31911301672
2016 : A PLACE FOR MOM, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$4,785,675
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,126,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,074,452
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$20,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,864,825
Value of total assets at end of year2016-12-31$12,580,549
Value of total assets at beginning of year2016-12-31$8,921,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,986
Total interest from all sources2016-12-31$6,407
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$506,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$506,486
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,189,657
Participant contributions at end of year2016-12-31$153,429
Participant contributions at beginning of year2016-12-31$134,055
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$285,871
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,659,440
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,580,549
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,921,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,427,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,787,054
Interest on participant loans2016-12-31$6,407
Interest earned on other investments2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$407,957
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$389,297
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,074,452
Contract administrator fees2016-12-31$10,070
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2016-12-31911301672
2015 : A PLACE FOR MOM, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,816,239
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$918,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$824,780
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$60,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,122,471
Value of total assets at end of year2015-12-31$8,921,109
Value of total assets at beginning of year2015-12-31$7,023,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,180
Total interest from all sources2015-12-31$2,458
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$382,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$382,466
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,608,333
Participant contributions at end of year2015-12-31$134,055
Participant contributions at beginning of year2015-12-31$34,139
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$182,232
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,898,009
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,921,109
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,023,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$24,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,787,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,988,961
Interest on participant loans2015-12-31$2,458
Interest earned on other investments2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-691,156
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$331,906
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$824,780
Contract administrator fees2015-12-31$8,779
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SWEENEY CONRAD,PS
Accountancy firm EIN2015-12-31911301672
2014 : A PLACE FOR MOM, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,792,942
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$615,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$557,484
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$31,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,499,711
Value of total assets at end of year2014-12-31$7,023,100
Value of total assets at beginning of year2014-12-31$4,845,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,407
Total interest from all sources2014-12-31$953
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$190,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$190,199
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,106,061
Participant contributions at end of year2014-12-31$34,139
Participant contributions at beginning of year2014-12-31$32,928
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$195,425
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,177,506
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,023,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,845,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$18,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,988,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,812,666
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$953
Interest earned on other investments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$102,079
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$198,225
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$557,484
Contract administrator fees2014-12-31$7,611
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SWEENEY CONRAD
Accountancy firm EIN2014-12-31911301672
2013 : A PLACE FOR MOM, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,153,688
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$583,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$562,037
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,594,988
Value of total assets at end of year2013-12-31$4,845,594
Value of total assets at beginning of year2013-12-31$3,275,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,218
Total interest from all sources2013-12-31$1,305
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$87,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$87,955
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,226,818
Participant contributions at end of year2013-12-31$32,928
Participant contributions at beginning of year2013-12-31$57,861
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$367,957
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,570,541
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,845,594
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,275,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$15,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,812,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,217,192
Interest on participant loans2013-12-31$1,305
Interest earned on other investments2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$469,440
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$213
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$562,037
Contract administrator fees2013-12-31$4,615
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2013-12-31911301672
2012 : A PLACE FOR MOM, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,012,009
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$430,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$430,084
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$815,364
Value of total assets at end of year2012-12-31$3,275,053
Value of total assets at beginning of year2012-12-31$2,693,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,149
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$195,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$195,496
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$815,364
Participant contributions at end of year2012-12-31$57,840
Participant contributions at beginning of year2012-12-31$48,273
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$21
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$581,925
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,275,053
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,693,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,217,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,185,998
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$1,149
Interest earned on other investments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$458,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$458,857
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$430,084
Contract administrator fees2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2012-12-31911301672
2011 : A PLACE FOR MOM, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$608,312
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$180,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$180,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$713,350
Value of total assets at end of year2011-12-31$2,693,128
Value of total assets at beginning of year2011-12-31$2,265,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,604
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$712,034
Participant contributions at end of year2011-12-31$48,273
Participant contributions at beginning of year2011-12-31$48,726
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$428,093
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,693,128
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,265,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,185,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,878,262
Income. Interest from loans (other than to participants)2011-12-31$1,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$458,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$338,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$338,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$43
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-106,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$180,219
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31H.M. SCHULTZ, LLC
Accountancy firm EIN2011-12-31204781096
2010 : A PLACE FOR MOM, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$935,983
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$147,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$147,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$717,817
Value of total assets at end of year2010-12-31$2,265,035
Value of total assets at beginning of year2010-12-31$1,476,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,631
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$584,292
Participant contributions at end of year2010-12-31$48,726
Participant contributions at beginning of year2010-12-31$21,601
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$133,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$788,520
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,265,035
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,476,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,878,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,247,114
Interest on participant loans2010-12-31$1,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$338,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$207,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$207,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$216,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$147,463
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31H.M. SCHULTZ, LLC
Accountancy firm EIN2010-12-31204781096
2009 : A PLACE FOR MOM, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for A PLACE FOR MOM, INC. 401(K) PLAN

2022: A PLACE FOR MOM, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: A PLACE FOR MOM, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: A PLACE FOR MOM, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: A PLACE FOR MOM, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: A PLACE FOR MOM, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: A PLACE FOR MOM, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: A PLACE FOR MOM, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: A PLACE FOR MOM, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: A PLACE FOR MOM, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: A PLACE FOR MOM, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: A PLACE FOR MOM, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: A PLACE FOR MOM, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: A PLACE FOR MOM, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: A PLACE FOR MOM, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60958-1
Policy instance 1
Insurance contract or identification numberMR 60958-1
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-03-26
Total amount of commissions paid to insurance brokerUSD $1,551
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,551
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60958
Policy instance 1
Insurance contract or identification numberMR 60958
Number of Individuals Covered931
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,504
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,504
Insurance broker organization code?4
Insurance broker nameOPPENHEIMER LIFE AGENCY LTD

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