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ACCESS 401(K) PLAN 401k Plan overview

Plan NameACCESS 401(K) PLAN
Plan identification number 002

ACCESS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ACCESS SPORTS MEDICINE & ORTHOPAEDICS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ACCESS SPORTS MEDICINE & ORTHOPAEDICS, P.A.
Employer identification number (EIN):020336308
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCESS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOSHUA SIEGEL JOSHUA SIEGEL2018-10-15
0022017-01-01JOSHUA SIEGEL JOSHUA SIEGEL2018-10-15
0022016-01-01JOSHUA SIEGEL JOSHUA SIEGEL2017-10-16
0022015-01-01JOSHUA SIEGEL JOSHUA SIEGEL2016-10-17
0022014-01-01JOSHUA SIEGEL JOSHUA SIEGEL2015-10-15
0022013-01-01JOSHUA SIEGEL
0022012-01-01JOSHUA A. SIEGEL
0022011-04-01JOSHUA SIEGEL
0022010-04-01JOSHUA SIEGEL2011-12-15

Plan Statistics for ACCESS 401(K) PLAN

401k plan membership statisitcs for ACCESS 401(K) PLAN

Measure Date Value
2022: ACCESS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01157
Total number of active participants reported on line 7a of the Form 55002022-01-0167
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0184
Total of all active and inactive participants2022-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01152
Number of participants with account balances2022-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: ACCESS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01154
Total number of active participants reported on line 7a of the Form 55002021-01-0174
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01157
Number of participants with account balances2021-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ACCESS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01145
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01154
Number of participants with account balances2020-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: ACCESS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01125
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01145
Number of participants with account balances2019-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: ACCESS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01124
Total number of active participants reported on line 7a of the Form 55002018-01-0186
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01121
Number of participants with account balances2018-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: ACCESS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01120
Total number of active participants reported on line 7a of the Form 55002017-01-0188
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01124
Number of participants with account balances2017-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: ACCESS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01110
Total number of active participants reported on line 7a of the Form 55002016-01-0189
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01120
Number of participants with account balances2016-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: ACCESS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01104
Total number of active participants reported on line 7a of the Form 55002015-01-0184
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01110
Number of participants with account balances2015-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: ACCESS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01110
Total number of active participants reported on line 7a of the Form 55002014-01-0177
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01104
Number of participants with account balances2014-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ACCESS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01109
Total number of active participants reported on line 7a of the Form 55002013-01-0177
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01119
Number of participants with account balances2013-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: ACCESS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01125
Total number of active participants reported on line 7a of the Form 55002012-01-0147
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01109
Number of participants with account balances2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: ACCESS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01127
Total number of active participants reported on line 7a of the Form 55002011-04-0180
Number of retired or separated participants receiving benefits2011-04-0147
Total of all active and inactive participants2011-04-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01127
Number of participants with account balances2011-04-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-015

Financial Data on ACCESS 401(K) PLAN

Measure Date Value
2022 : ACCESS 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-531,686
Total unrealized appreciation/depreciation of assets2022-12-31$-531,686
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$0
Total income from all sources (including contributions)2022-12-31$-2,356,553
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$302,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$245,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$419,442
Value of total assets at end of year2022-12-31$12,934,712
Value of total assets at beginning of year2022-12-31$15,593,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,638
Total interest from all sources2022-12-31$75
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$389,994
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$360,202
Administrative expenses professional fees incurred2022-12-31$2,800
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$263,885
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,658,901
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,934,712
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,593,613
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,918,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,845,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$760,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$415,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$415,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$75
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,634,378
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$155,401
Employer contributions (assets) at end of year2022-12-31$155,401
Employer contributions (assets) at beginning of year2022-12-31$163,059
Income. Dividends from common stock2022-12-31$29,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$245,710
Contract administrator fees2022-12-31$53,838
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$100,519
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$169,101
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 name2022-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2022-12-31010494526
2021 : ACCESS 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$30,686
Total unrealized appreciation/depreciation of assets2021-12-31$30,686
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$3,040,158
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,585,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,526,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$480,861
Value of total assets at end of year2021-12-31$15,593,613
Value of total assets at beginning of year2021-12-31$14,139,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,849
Total interest from all sources2021-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$494,659
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$494,269
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$291,824
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$13
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,978
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$-441
Administrative expenses (other) incurred2021-12-31$1,051
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$1,454,431
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,593,613
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,139,182
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,845,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,562,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$415,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$411,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$411,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,033,950
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$163,059
Employer contributions (assets) at end of year2021-12-31$163,059
Employer contributions (assets) at beginning of year2021-12-31$165,466
Income. Dividends from common stock2021-12-31$390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,527,319
Contract administrator fees2021-12-31$57,798
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$169,101
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 name2021-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2021-12-31010494526
2020 : ACCESS 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$2,567,570
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,183,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,133,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$433,007
Value of total assets at end of year2020-12-31$14,139,182
Value of total assets at beginning of year2020-12-31$12,755,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,215
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$290,371
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$290,371
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$267,541
Participant contributions at end of year2020-12-31$13
Participant contributions at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$640
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$1,383,604
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,139,182
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,755,578
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,562,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,176,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$411,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$403,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$403,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,844,192
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$165,466
Employer contributions (assets) at end of year2020-12-31$165,466
Employer contributions (assets) at beginning of year2020-12-31$175,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,133,751
Contract administrator fees2020-12-31$49,575
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 name2020-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2020-12-31010494526
2019 : ACCESS 401(K) PLAN 2019 401k financial data
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 beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,336,297
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,070,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,013,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$574,527
Value of total assets at end of year2019-12-31$12,755,578
Value of total assets at beginning of year2019-12-31$11,489,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,043
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$360,261
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$360,261
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$314,709
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$83,933
Administrative expenses (other) incurred2019-12-31$400
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,266,252
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,755,578
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,489,326
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$56,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,176,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,290,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$403,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,401,509
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$175,885
Employer contributions (assets) at end of year2019-12-31$175,885
Employer contributions (assets) at beginning of year2019-12-31$192,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,013,002
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER NEWMAN & NOYES
Accountancy firm EIN2019-12-31010494526
2018 : ACCESS 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$144
Total income from all sources (including contributions)2018-12-31$54,235
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$277,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$227,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$698,363
Value of total assets at end of year2018-12-31$11,489,326
Value of total assets at beginning of year2018-12-31$11,712,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,768
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$412,751
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$412,751
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$357,049
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$148,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$144
Administrative expenses (other) incurred2018-12-31$690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-223,365
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,489,326
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,712,691
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$49,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,290,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,321,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,056,879
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$193,117
Employer contributions (assets) at end of year2018-12-31$192,973
Employer contributions (assets) at beginning of year2018-12-31$384,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$227,832
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 name2018-12-31BAKER NEWMAN & NOYES
Accountancy firm EIN2018-12-31010494526
2017 : ACCESS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,434
Total income from all sources (including contributions)2017-12-31$2,494,232
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$131,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$87,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$743,040
Value of total assets at end of year2017-12-31$11,712,835
Value of total assets at beginning of year2017-12-31$9,352,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,981
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$299,798
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$299,798
Administrative expenses professional fees incurred2017-12-31$144
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$358,146
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$103
Administrative expenses (other) incurred2017-12-31$450
Liabilities. Value of operating payables at end of year2017-12-31$144
Liabilities. Value of operating payables at beginning of year2017-12-31$2,434
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$2,362,550
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,712,691
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,350,141
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$43,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,321,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,150,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,451,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Contributions received in cash from employer2017-12-31$384,791
Employer contributions (assets) at end of year2017-12-31$384,791
Employer contributions (assets) at beginning of year2017-12-31$193,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$87,701
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 name2017-12-31BAKER NEWMAN & NOYES
Accountancy firm EIN2017-12-31010494526
2016 : ACCESS 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$2,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,452,204
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$165,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$118,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$597,034
Value of total assets at end of year2016-12-31$9,352,575
Value of total assets at beginning of year2016-12-31$8,063,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,220
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$210,961
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$210,961
Administrative expenses professional fees incurred2016-12-31$2,434
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$403,293
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$440
Liabilities. Value of operating payables at end of year2016-12-31$2,434
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$1,286,387
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,350,141
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,063,754
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$44,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,150,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,874,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$644,209
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$193,741
Employer contributions (assets) at end of year2016-12-31$193,741
Employer contributions (assets) at beginning of year2016-12-31$176,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$118,597
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 name2016-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2016-12-31010494526
2015 : ACCESS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$616,638
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$390,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$351,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$616,026
Value of total assets at end of year2015-12-31$8,063,754
Value of total assets at beginning of year2015-12-31$7,837,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,442
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$248,258
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$248,258
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$369,482
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$8,513
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$69,607
Administrative expenses (other) incurred2015-12-31$435
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$225,758
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,063,754
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,837,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
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$39,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,874,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,480,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-247,646
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$176,937
Employer contributions (assets) at end of year2015-12-31$176,937
Employer contributions (assets) at beginning of year2015-12-31$343,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$351,438
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 name2015-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2015-12-31010494526
2014 : ACCESS 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$1,344,178
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$666,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$646,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$723,890
Value of total assets at end of year2014-12-31$7,837,996
Value of total assets at beginning of year2014-12-31$7,159,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,478
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$244,416
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$244,416
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$366,583
Participant contributions at end of year2014-12-31$8,513
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,163
Other income not declared elsewhere2014-12-31$262
Administrative expenses (other) incurred2014-12-31$1,098
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$678,104
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,837,996
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,159,892
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$18,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,480,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,806,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$57,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$57,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$375,610
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$343,144
Employer contributions (assets) at end of year2014-12-31$343,144
Employer contributions (assets) at beginning of year2014-12-31$296,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$646,596
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 name2014-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2014-12-31010494526
2013 : ACCESS 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$1,980,633
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$352,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$352,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$611,770
Value of total assets at end of year2013-12-31$7,159,892
Value of total assets at beginning of year2013-12-31$5,531,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$155
Total interest from all sources2013-12-31$3,759
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$304,004
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,702
Administrative expenses (other) incurred2013-12-31$155
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,628,251
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,159,892
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,531,641
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,806,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,158,129
Interest earned on other investments2013-12-31$3,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$57,392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$128,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$128,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,365,104
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
Contributions received in cash from employer2013-12-31$296,064
Employer contributions (assets) at end of year2013-12-31$296,064
Employer contributions (assets) at beginning of year2013-12-31$244,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$352,227
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 name2013-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2013-12-31010494526
2012 : ACCESS 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$1,388,723
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,669,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,669,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$522,651
Value of total assets at end of year2012-12-31$5,531,641
Value of total assets at beginning of year2012-12-31$6,812,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$130
Total interest from all sources2012-12-31$11,262
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$266,396
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,421
Administrative expenses (other) incurred2012-12-31$130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,281,047
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,531,641
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,812,688
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,158,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,145,882
Interest earned on other investments2012-12-31$11,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$128,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$477,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$477,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$854,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Contributions received in cash from employer2012-12-31$244,834
Employer contributions (assets) at end of year2012-12-31$244,834
Employer contributions (assets) at beginning of year2012-12-31$188,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,669,640
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2012-12-31010494526
2011 : ACCESS 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$642
Total income from all sources (including contributions)2011-12-31$-143,522
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,101,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,101,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$405,607
Value of total assets at end of year2011-12-31$6,812,688
Value of total assets at beginning of year2011-12-31$11,058,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$83
Total interest from all sources2011-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$216,793
Participant contributions at beginning of year2011-12-31$7,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$642
Administrative expenses (other) incurred2011-12-31$83
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,245,255
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,812,688
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,057,943
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$6,145,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,486,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$477,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$270,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$270,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-549,129
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
Contributions received in cash from employer2011-12-31$188,814
Employer contributions (assets) at end of year2011-12-31$188,814
Employer contributions (assets) at beginning of year2011-12-31$295,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,101,650
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2011-12-31010494526

Form 5500 Responses for ACCESS 401(K) PLAN

2022: ACCESS 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: ACCESS 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: ACCESS 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: ACCESS 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: ACCESS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ACCESS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ACCESS 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: ACCESS 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: ACCESS 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: ACCESS 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: ACCESS 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: ACCESS 401(K) PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes

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