LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL C has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL
401k plan membership statisitcs for LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL
Measure | Date | Value |
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2022 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-5,431,122 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,313,978 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,311,674 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $45,182,017 |
Value of total assets at beginning of year | 2022-12-31 | $51,927,117 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,304 |
Total interest from all sources | 2022-12-31 | $522,637 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $59,487 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $59,487 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $135,916 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $134,529 |
Other income not declared elsewhere | 2022-12-31 | $206,651 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-6,745,100 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $45,182,017 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $51,927,117 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $29,459,709 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $36,230,765 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $522,637 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $15,541,216 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $15,521,341 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,219,897 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Employer contributions (assets) at end of year | 2022-12-31 | $45,176 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $40,482 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,311,674 |
Contract administrator fees | 2022-12-31 | $2,304 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WINDES, INC. |
Accountancy firm EIN | 2022-12-31 | 953001179 |
2021 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $6,490,860 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,509,529 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,506,560 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $530,907 |
Value of total assets at end of year | 2021-12-31 | $51,927,117 |
Value of total assets at beginning of year | 2021-12-31 | $46,945,786 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,969 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $61,509 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $61,509 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $134,529 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $139,528 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $672 |
Other income not declared elsewhere | 2021-12-31 | $112,461 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,981,331 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $51,927,117 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $46,945,786 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $36,230,765 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $31,292,245 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $15,521,341 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $15,452,772 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $76,826 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,785,983 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $530,235 |
Employer contributions (assets) at end of year | 2021-12-31 | $40,482 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $61,241 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,429,734 |
Contract administrator fees | 2021-12-31 | $2,969 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WINDES, INC. |
Accountancy firm EIN | 2021-12-31 | 953001179 |
2020 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $5,779,240 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,705,625 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,702,638 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $520,008 |
Value of total assets at end of year | 2020-12-31 | $46,945,786 |
Value of total assets at beginning of year | 2020-12-31 | $42,872,171 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,987 |
Total interest from all sources | 2020-12-31 | $627,971 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $28,965 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $28,965 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $139,528 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $139,335 |
Other income not declared elsewhere | 2020-12-31 | $16,660 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,073,615 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $46,945,786 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $42,872,171 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $31,292,245 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $27,311,869 |
Interest earned on other investments | 2020-12-31 | $627,971 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $15,452,772 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $15,374,366 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $271,563 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,585,636 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $520,008 |
Employer contributions (assets) at end of year | 2020-12-31 | $61,241 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $46,601 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,431,075 |
Contract administrator fees | 2020-12-31 | $2,987 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | WINDES, INC. |
Accountancy firm EIN | 2020-12-31 | 953001179 |
2019 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $6,802,114 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,259,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,258,082 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $464,004 |
Value of total assets at end of year | 2019-12-31 | $42,872,171 |
Value of total assets at beginning of year | 2019-12-31 | $38,329,731 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,592 |
Total interest from all sources | 2019-12-31 | $168,256 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $31,231 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $31,231 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $139,335 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $139,468 |
Other income not declared elsewhere | 2019-12-31 | $19,146 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,542,440 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $42,872,171 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $38,329,731 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $27,311,869 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $22,881,572 |
Interest earned on other investments | 2019-12-31 | $168,256 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $15,374,366 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $15,273,995 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $9,058 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,119,477 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $464,004 |
Employer contributions (assets) at end of year | 2019-12-31 | $46,601 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $34,696 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,249,024 |
Contract administrator fees | 2019-12-31 | $1,592 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WINDES, INC. |
Accountancy firm EIN | 2019-12-31 | 953001179 |
2018 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-900,287 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,119,236 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,117,076 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $417,219 |
Value of total assets at end of year | 2018-12-31 | $38,329,731 |
Value of total assets at beginning of year | 2018-12-31 | $40,349,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,160 |
Total interest from all sources | 2018-12-31 | $194,466 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $84,751 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $84,751 |
Administrative expenses professional fees incurred | 2018-12-31 | $2,160 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $139,468 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $150,020 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $13 |
Other income not declared elsewhere | 2018-12-31 | $15,433 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-2,019,523 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $38,329,731 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $40,349,254 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $22,881,572 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $25,199,999 |
Interest earned on other investments | 2018-12-31 | $194,466 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $15,273,995 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $14,964,379 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,612,156 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $417,206 |
Employer contributions (assets) at end of year | 2018-12-31 | $34,696 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $34,856 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,117,076 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WINDES, INC. |
Accountancy firm EIN | 2018-12-31 | 953001179 |
2017 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $6,097,147 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,330,041 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,328,330 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $952,227 |
Value of total assets at end of year | 2017-12-31 | $40,349,254 |
Value of total assets at beginning of year | 2017-12-31 | $36,582,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,711 |
Total interest from all sources | 2017-12-31 | $171,834 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $55,802 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $55,802 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $150,020 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $505,055 |
Other income not declared elsewhere | 2017-12-31 | $6,419 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,767,106 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $40,349,254 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $36,582,148 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $25,199,999 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $21,809,949 |
Interest earned on other investments | 2017-12-31 | $171,834 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $14,964,379 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $14,736,891 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $278,421 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,910,865 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $447,172 |
Employer contributions (assets) at end of year | 2017-12-31 | $34,856 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $35,308 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,049,909 |
Contract administrator fees | 2017-12-31 | $1,711 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WINDES, INC. |
Accountancy firm EIN | 2017-12-31 | 953001179 |
2016 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,696,172 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,710,329 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,710,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $454,988 |
Value of total assets at end of year | 2016-12-31 | $36,582,148 |
Value of total assets at beginning of year | 2016-12-31 | $35,596,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $222,478 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $45,833 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $45,833 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,917 |
Other income not declared elsewhere | 2016-12-31 | $3,596 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $985,843 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $36,582,148 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $35,596,305 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $21,809,949 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $21,085,956 |
Interest earned on other investments | 2016-12-31 | $222,478 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $14,736,891 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $14,475,785 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,969,277 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $451,071 |
Employer contributions (assets) at end of year | 2016-12-31 | $35,308 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $34,564 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,710,329 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WINDES, INC. |
Accountancy firm EIN | 2016-12-31 | 953001179 |
2015 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $1,134,917 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,052,990 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,052,990 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $565,168 |
Value of total assets at end of year | 2015-12-31 | $35,596,305 |
Value of total assets at beginning of year | 2015-12-31 | $35,514,378 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $522,655 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $40,470 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $40,470 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $128,193 |
Other income not declared elsewhere | 2015-12-31 | $6,624 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $81,927 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $35,596,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $35,514,378 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $21,085,956 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $21,442,856 |
Interest earned on other investments | 2015-12-31 | $522,655 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $14,475,785 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $14,033,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $436,975 |
Employer contributions (assets) at end of year | 2015-12-31 | $34,564 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $38,416 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,052,990 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WINDES, INC. |
Accountancy firm EIN | 2015-12-31 | 953001179 |
2014 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $2,639,728 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,186,143 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,186,143 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $704,870 |
Value of total assets at end of year | 2014-12-31 | $35,514,378 |
Value of total assets at beginning of year | 2014-12-31 | $34,060,793 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $611,853 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $30,409 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $30,409 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $275,345 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,453,585 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $35,514,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $34,060,793 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $21,442,856 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $20,398,465 |
Interest earned on other investments | 2014-12-31 | $611,853 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $14,033,106 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $13,631,187 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,292,596 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $429,525 |
Employer contributions (assets) at end of year | 2014-12-31 | $38,416 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $31,141 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,186,143 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WINDES, INC. |
Accountancy firm EIN | 2014-12-31 | 953001179 |
2013 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $5,072,367 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,211,193 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,211,193 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $429,441 |
Value of total assets at end of year | 2013-12-31 | $34,060,793 |
Value of total assets at beginning of year | 2013-12-31 | $30,199,619 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $25,370 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $25,370 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $21,030 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,861,174 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $34,060,793 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $30,199,619 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $20,398,465 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $16,858,321 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $13,631,187 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $13,302,462 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,617,556 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $408,411 |
Employer contributions (assets) at end of year | 2013-12-31 | $31,141 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $38,836 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,211,193 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WINDES, INC. |
Accountancy firm EIN | 2013-12-31 | 953001179 |
2012 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $3,277,282 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,107,885 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,107,885 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $482,115 |
Value of total assets at end of year | 2012-12-31 | $30,199,619 |
Value of total assets at beginning of year | 2012-12-31 | $28,030,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $538,071 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $9,266 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $9,266 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,169,397 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $30,199,619 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $28,030,222 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $16,858,321 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $14,965,719 |
Interest earned on other investments | 2012-12-31 | $538,071 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $13,302,462 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $13,023,224 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,247,830 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $482,115 |
Employer contributions (assets) at end of year | 2012-12-31 | $38,836 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $41,279 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,107,885 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WINDES AND MCCLAUGHRY ACCTY. CORP. |
Accountancy firm EIN | 2012-12-31 | 953001179 |
2011 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $574,062 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $648,527 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $648,527 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $551,858 |
Value of total assets at end of year | 2011-12-31 | $28,030,222 |
Value of total assets at beginning of year | 2011-12-31 | $28,104,687 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $521,423 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $4,417 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $4,417 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-74,465 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $28,030,222 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $28,104,687 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $14,965,719 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $15,377,157 |
Interest earned on other investments | 2011-12-31 | $521,423 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $13,023,224 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $12,684,049 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-503,636 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $551,858 |
Employer contributions (assets) at end of year | 2011-12-31 | $41,279 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $43,481 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $648,527 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WINDES AND MCCLAUGHRY ACCTY. CORP. |
Accountancy firm EIN | 2011-12-31 | 953001179 |
2010 : LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE AT HARBOR-UCLA MEDICAL 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $2,891,489 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $841,579 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $841,579 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $546,080 |
Value of total assets at end of year | 2010-12-31 | $28,104,687 |
Value of total assets at beginning of year | 2010-12-31 | $26,054,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,341 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,341 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,049,910 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $28,104,687 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $26,054,777 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $15,377,157 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $13,638,120 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $12,684,049 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $12,372,056 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,344,068 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $546,080 |
Employer contributions (assets) at end of year | 2010-12-31 | $43,481 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $44,601 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $841,579 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WINDES AND MCCLAUGHRY ACCTY. CORP. |
Accountancy firm EIN | 2010-12-31 | 953001179 |