AGILITECH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AGILITECH 401K PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : AGILITECH 401K PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-346,951 |
Total of all expenses incurred | 2022-12-31 | $989,606 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $947,204 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $23,027 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,450,156 |
Value of total assets at end of year | 2022-12-31 | $11,432,260 |
Value of total assets at beginning of year | 2022-12-31 | $12,768,817 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,375 |
Total interest from all sources | 2022-12-31 | $20,469 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $270,592 |
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 | $270,592 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $598,520 |
Participant contributions at end of year | 2022-12-31 | $255,285 |
Participant contributions at beginning of year | 2022-12-31 | $147,792 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $585,285 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $935 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,482 |
Administrative expenses (other) incurred | 2022-12-31 | $8,375 |
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 | $-1,336,557 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,432,260 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,768,817 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $11,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,796,663 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $11,167,971 |
Interest on participant loans | 2022-12-31 | $8,180 |
Interest earned on other investments | 2022-12-31 | $12,232 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $16,724 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $11,060 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $11,060 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $57 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,362,653 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,439,512 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,088,168 |
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 |
Contributions received in cash from employer | 2022-12-31 | $266,351 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $947,204 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
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 | PENSION ASSURANCE, LLP |
Accountancy firm EIN | 2022-12-31 | 300840934 |
2021 : AGILITECH 401K PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $2,646,032 |
Total of all expenses incurred | 2021-12-31 | $917,035 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $883,920 |
Value of total corrective distributions | 2021-12-31 | $525 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $950,907 |
Value of total assets at end of year | 2021-12-31 | $12,768,817 |
Value of total assets at beginning of year | 2021-12-31 | $11,039,820 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $32,590 |
Total interest from all sources | 2021-12-31 | $17,629 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $242,451 |
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 | $242,451 |
Administrative expenses professional fees incurred | 2021-12-31 | $10,500 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $674,385 |
Participant contributions at end of year | 2021-12-31 | $147,792 |
Participant contributions at beginning of year | 2021-12-31 | $156,035 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,482 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $1,552 |
Administrative expenses (other) incurred | 2021-12-31 | $22,090 |
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 | $1,728,997 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,768,817 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,039,820 |
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 | $11,167,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,660,435 |
Interest on participant loans | 2021-12-31 | $7,408 |
Interest earned on other investments | 2021-12-31 | $10,221 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $11,060 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,439,512 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,221,798 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,435,045 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $276,522 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $883,920 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
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 | PENSION ASSURANCE, LLP |
Accountancy firm EIN | 2021-12-31 | 300840934 |
2020 : AGILITECH 401K PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $2,333,178 |
Total of all expenses incurred | 2020-12-31 | $1,253,166 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,222,527 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,045,140 |
Value of total assets at end of year | 2020-12-31 | $11,039,820 |
Value of total assets at beginning of year | 2020-12-31 | $9,959,808 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30,639 |
Total interest from all sources | 2020-12-31 | $20,772 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $193,051 |
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 | $193,051 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $710,688 |
Participant contributions at end of year | 2020-12-31 | $156,035 |
Participant contributions at beginning of year | 2020-12-31 | $214,812 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1,552 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,700 |
Other income not declared elsewhere | 2020-12-31 | $70 |
Administrative expenses (other) incurred | 2020-12-31 | $19,298 |
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 | $1,080,012 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,039,820 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,959,808 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $11,341 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,660,435 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,524,000 |
Interest on participant loans | 2020-12-31 | $11,620 |
Interest earned on other investments | 2020-12-31 | $9,152 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,221,798 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,219,296 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,074,145 |
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 | Yes |
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 | $334,452 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,222,527 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | PENSION ASSURANCE, LLP |
Accountancy firm EIN | 2020-12-31 | 300840934 |
2019 : AGILITECH 401K PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $3,072,523 |
Total of all expenses incurred | 2019-12-31 | $1,057,805 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,004,822 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $8,041 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,277,060 |
Value of total assets at end of year | 2019-12-31 | $9,959,808 |
Value of total assets at beginning of year | 2019-12-31 | $7,945,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $44,942 |
Total interest from all sources | 2019-12-31 | $16,541 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $153,747 |
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 | $153,747 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
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 |
Contributions received from participants | 2019-12-31 | $683,967 |
Participant contributions at end of year | 2019-12-31 | $214,812 |
Participant contributions at beginning of year | 2019-12-31 | $196,492 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $289,964 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,700 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $44,942 |
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 | $2,014,718 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,959,808 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,945,090 |
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 | $8,524,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,748,598 |
Interest on participant loans | 2019-12-31 | $14,653 |
Interest earned on other investments | 2019-12-31 | $1,888 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,219,296 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,625,175 |
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 | $303,129 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,004,822 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
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 | PENSION ASSURANCE, LLP |
Accountancy firm EIN | 2019-12-31 | 300840934 |
2018 : AGILITECH 401K PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $2,946,533 |
Total transfer of assets from this plan | 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 | $457,748 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $917,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $847,494 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $21,613 |
Value of total corrective distributions | 2018-12-31 | $44,176 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $911,300 |
Value of total assets at end of year | 2018-12-31 | $7,945,090 |
Value of total assets at beginning of year | 2018-12-31 | $5,458,177 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,085 |
Total interest from all sources | 2018-12-31 | $7,443 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $493,131 |
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 | $493,131 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
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 | $623,608 |
Participant contributions at end of year | 2018-12-31 | $196,492 |
Other income not declared elsewhere | 2018-12-31 | $9 |
Administrative expenses (other) incurred | 2018-12-31 | $4,085 |
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 |
Value of net income/loss | 2018-12-31 | $-459,620 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,945,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,458,177 |
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 | $7,748,598 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,458,177 |
Interest on participant loans | 2018-12-31 | $7,443 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-954,135 |
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 | $287,692 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $847,494 |
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 | PENSION ASSURANCE,LLP |
Accountancy firm EIN | 2018-12-31 | 300840934 |
2017 : AGILITECH 401K PROFIT SHARING PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 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 | $1,120,566 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $293,189 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $238,465 |
Value of total corrective distributions | 2017-12-31 | $44,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $311,338 |
Value of total assets at end of year | 2017-12-31 | $5,458,177 |
Value of total assets at beginning of year | 2017-12-31 | $4,630,800 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $9,865 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $257,051 |
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 | $257,051 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $464,000 |
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 |
Contributions received from participants | 2017-12-31 | $254,656 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $56,682 |
Administrative expenses (other) incurred | 2017-12-31 | $9,865 |
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 | $827,377 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,458,177 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,630,800 |
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 | $5,458,177 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,630,800 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $552,177 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $238,465 |
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 | PENSION ASSURANCE |
Accountancy firm EIN | 2017-12-31 | 300840934 |
2016 : AGILITECH 401K PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 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 | $800,264 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $196,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $195,628 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $459,719 |
Value of total assets at end of year | 2016-12-31 | $4,630,800 |
Value of total assets at beginning of year | 2016-12-31 | $4,027,214 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,050 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $133,992 |
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 | $133,992 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $403,000 |
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 |
Contributions received from participants | 2016-12-31 | $327,757 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $52,287 |
Other income not declared elsewhere | 2016-12-31 | $3,922 |
Administrative expenses (other) incurred | 2016-12-31 | $1,050 |
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 | $603,586 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,630,800 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,027,214 |
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 | $4,630,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,027,214 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $202,631 |
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 | $79,675 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $195,628 |
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 | DANIELLS PHILLIPS VAUGHAN & BOCK |
Accountancy firm EIN | 2016-12-31 | 952972229 |
2015 : AGILITECH 401K PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 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 | $963,775 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $268,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $267,295 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,019,406 |
Value of total assets at end of year | 2015-12-31 | $4,027,214 |
Value of total assets at beginning of year | 2015-12-31 | $3,332,334 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,600 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $192,284 |
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 | $192,284 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $334,000 |
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 |
Contributions received from participants | 2015-12-31 | $498,832 |
Administrative expenses (other) incurred | 2015-12-31 | $1,600 |
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 | $694,880 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,027,214 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,332,334 |
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 | $4,027,214 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,332,334 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-247,915 |
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 | $520,574 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $267,295 |
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 | DANIELLS PHILLIPS VAUGHAN & BOCK |
Accountancy firm EIN | 2015-12-31 | 952972229 |