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Plan Name | RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | MUSCULAR DYSTROPHY ASSOCIATION, INC |
Employer identification number (EIN): | 131665552 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about MUSCULAR DYSTROPHY ASSOCIATION, INC
Jurisdiction of Incorporation: | Georgia Department of States Corporations Division |
Incorporation Date: | 1952-12-04 |
Company Identification Number: | 571681 |
Legal Registered Office Address: |
161 N. Clark Street Suite 3550 Chicago United States of America (USA) 60601 |
More information about MUSCULAR DYSTROPHY ASSOCIATION, INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JENNIFER A BUZALSKI | |||
001 | 2017-01-01 | JENNIFER A BUZALSKI | |||
001 | 2016-01-01 | STEPHEN P. EVANS, CPA VP - FINANCE | |||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | STEPHEN P. EVANS, CPA VP - FINANCE | |||
001 | 2014-01-01 | STEPHEN P. EVANS, CPA VP - FINANCE | JODI WALTERS ASST. TO VP - FINANCE | 2015-10-09 | |
001 | 2014-01-01 | STEPHEN P. EVANS, CPA VP - FINANCE | JODI WALTERS ASST. TO VP - FINANCE | 2015-10-14 | |
001 | 2013-01-01 | STEPHEN P. EVANS, CPA VP - FINANCE | JODI WALTERS ASST. TO VP - FINANCE | 2014-10-15 | |
001 | 2012-01-01 | STEPHEN P. EVANS, CPA VP - FINANCE | JODI WALTERS ASST. TO VP - FINANCE | 2013-10-09 | |
001 | 2011-01-01 | STEPHEN P EVANS CPA VP - FINANCE | JODI WALTERS ASST TO VP - FINANCE | 2012-10-18 | |
001 | 2010-01-01 | STEPHEN P EVANS CPA VP - FINANCE | JODI WALTERS ASST TO VP - FINANCE | 2011-10-12 | |
001 | 2009-01-01 | STEPHEN P EVANS CPA VP - FINANCE | JODI WALTERS ASST TO VP - FINANCE | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 112,569,390 |
Acturial value of plan assets | 2022-12-31 | 107,935,264 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 89,299,679 |
Number of terminated vested participants | 2022-12-31 | 367 |
Fundng target for terminated vested participants | 2022-12-31 | 27,020,578 |
Active participant vested funding target | 2022-12-31 | 2,916,424 |
Number of active participants | 2022-12-31 | 24 |
Total funding liabilities for active participants | 2022-12-31 | 2,917,532 |
Total participant count | 2022-12-31 | 899 |
Total funding target for all participants | 2022-12-31 | 119,237,789 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 4,465,041 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 1,669,072 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 2,795,969 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 3,105,203 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 756,958 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 14,407,728 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 2,359,150 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 2,359,150 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 899 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 464 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 357 |
Total of all active and inactive participants | 2022-01-01 | 842 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 49 |
Total participants | 2022-01-01 | 891 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 108,871,940 |
Acturial value of plan assets | 2021-12-31 | 103,223,698 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 88,565,754 |
Number of terminated vested participants | 2021-12-31 | 388 |
Fundng target for terminated vested participants | 2021-12-31 | 26,570,786 |
Active participant vested funding target | 2021-12-31 | 3,158,064 |
Number of active participants | 2021-12-31 | 31 |
Total funding liabilities for active participants | 2021-12-31 | 3,159,647 |
Total participant count | 2021-12-31 | 909 |
Total funding target for all participants | 2021-12-31 | 118,296,187 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 2,802,089 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 2,802,089 |
Present value of excess contributions | 2021-12-31 | 1,326,511 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 1,402,918 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 1,402,918 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 4,465,041 |
Total employer contributions | 2021-12-31 | 1,042,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 1,039,976 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 718,538 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 19,537,530 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 2,709,048 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 1,669,072 |
Additional cash requirement | 2021-12-31 | 1,039,976 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 1,039,976 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 909 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 463 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 367 |
Total of all active and inactive participants | 2021-01-01 | 854 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 45 |
Total participants | 2021-01-01 | 899 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 105,220,397 |
Acturial value of plan assets | 2020-12-31 | 102,189,003 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 84,683,624 |
Number of terminated vested participants | 2020-12-31 | 408 |
Fundng target for terminated vested participants | 2020-12-31 | 28,653,207 |
Active participant vested funding target | 2020-12-31 | 3,182,326 |
Number of active participants | 2020-12-31 | 37 |
Total funding liabilities for active participants | 2020-12-31 | 3,184,981 |
Total participant count | 2020-12-31 | 927 |
Total funding target for all participants | 2020-12-31 | 116,521,812 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 2,654,247 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 2,802,089 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 2,802,089 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 2,802,089 |
Total employer contributions | 2020-12-31 | 3,207,788 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 3,036,627 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 14,450 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 17,134,898 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,710,116 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 1,710,116 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 3,036,627 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 927 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 448 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 388 |
Total of all active and inactive participants | 2020-01-01 | 867 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 42 |
Total participants | 2020-01-01 | 909 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 92,160,851 |
Acturial value of plan assets | 2019-12-31 | 98,764,574 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 86,655,233 |
Number of terminated vested participants | 2019-12-31 | 415 |
Fundng target for terminated vested participants | 2019-12-31 | 29,582,457 |
Active participant vested funding target | 2019-12-31 | 3,716,206 |
Number of active participants | 2019-12-31 | 41 |
Total funding liabilities for active participants | 2019-12-31 | 3,719,030 |
Total participant count | 2019-12-31 | 935 |
Total funding target for all participants | 2019-12-31 | 119,956,720 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 2,614,168 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 2,523,123 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 13,978 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 21,192,146 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 4,627,612 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 4,627,612 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 2,523,123 |
Unpaid minimum required contributions for current year | 2019-12-31 | 2,104,489 |
Unpaid minimum required contributions for all years | 2019-12-31 | 2,104,489 |
Total participants, beginning-of-year | 2019-01-01 | 935 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 436 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 406 |
Total of all active and inactive participants | 2019-01-01 | 880 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 47 |
Total participants | 2019-01-01 | 927 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 103,462,689 |
Acturial value of plan assets | 2018-12-31 | 103,462,689 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 76,459,434 |
Number of terminated vested participants | 2018-12-31 | 363 |
Fundng target for terminated vested participants | 2018-12-31 | 22,722,591 |
Active participant vested funding target | 2018-12-31 | 14,223,769 |
Number of active participants | 2018-12-31 | 119 |
Total funding liabilities for active participants | 2018-12-31 | 14,230,260 |
Total participant count | 2018-12-31 | 946 |
Total funding target for all participants | 2018-12-31 | 113,412,285 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 2,732,512 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 2,614,167 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 13,670 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 9,949,596 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 2,614,167 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 2,614,167 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 2,614,167 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 946 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 431 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 413 |
Total of all active and inactive participants | 2018-01-01 | 888 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 47 |
Total participants | 2018-01-01 | 935 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 94,914,510 |
Acturial value of plan assets | 2017-12-31 | 94,914,510 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 75,873,778 |
Number of terminated vested participants | 2017-12-31 | 363 |
Fundng target for terminated vested participants | 2017-12-31 | 20,939,632 |
Active participant vested funding target | 2017-12-31 | 16,112,220 |
Number of active participants | 2017-12-31 | 138 |
Total funding liabilities for active participants | 2017-12-31 | 16,120,944 |
Total participant count | 2017-12-31 | 958 |
Total funding target for all participants | 2017-12-31 | 112,934,354 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 4,377,062 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 4,180,467 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 12,032 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 18,019,845 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 4,180,467 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 4,180,467 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 4,180,467 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 956 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 121 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 420 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 361 |
Total of all active and inactive participants | 2017-01-01 | 902 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 44 |
Total participants | 2017-01-01 | 946 |
2016: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 90,020,151 |
Acturial value of plan assets | 2016-12-31 | 90,020,151 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 74,751,954 |
Number of terminated vested participants | 2016-12-31 | 359 |
Fundng target for terminated vested participants | 2016-12-31 | 19,279,823 |
Active participant vested funding target | 2016-12-31 | 15,864,208 |
Number of active participants | 2016-12-31 | 159 |
Total funding liabilities for active participants | 2016-12-31 | 15,876,143 |
Total participant count | 2016-12-31 | 968 |
Total funding target for all participants | 2016-12-31 | 109,907,920 |
Total employer contributions | 2016-12-31 | 6,389,225 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 6,015,256 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 13,139 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 19,887,769 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 6,015,256 |
Additional cash requirement | 2016-12-31 | 6,015,256 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 6,015,256 |
Unpaid minimum required contributions for current year | 2016-12-31 | 6,015,256 |
Total participants, beginning-of-year | 2016-01-01 | 967 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 140 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 417 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 361 |
Total of all active and inactive participants | 2016-01-01 | 918 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 38 |
Total participants | 2016-01-01 | 956 |
2015: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 990 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 160 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 412 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 357 |
Total of all active and inactive participants | 2015-01-01 | 929 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 38 |
Total participants | 2015-01-01 | 967 |
2014: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,011 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 191 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 398 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 364 |
Total of all active and inactive participants | 2014-01-01 | 953 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 37 |
Total participants | 2014-01-01 | 990 |
2013: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,044 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 227 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 380 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 370 |
Total of all active and inactive participants | 2013-01-01 | 977 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 34 |
Total participants | 2013-01-01 | 1,011 |
2012: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,059 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 284 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 361 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 370 |
Total of all active and inactive participants | 2012-01-01 | 1,015 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 29 |
Total participants | 2012-01-01 | 1,044 |
2011: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,092 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 388 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 330 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 312 |
Total of all active and inactive participants | 2011-01-01 | 1,030 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 29 |
Total participants | 2011-01-01 | 1,059 |
2010: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,126 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 446 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 310 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 306 |
Total of all active and inactive participants | 2010-01-01 | 1,062 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 30 |
Total participants | 2010-01-01 | 1,092 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
2009: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,171 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 528 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 285 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 286 |
Total of all active and inactive participants | 2009-01-01 | 1,099 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 27 |
Total participants | 2009-01-01 | 1,126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 22 |
Measure | Date | Value |
---|---|---|
2022 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-24,208,159 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,752,310 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,206,478 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $79,608,921 |
Value of total assets at beginning of year | 2022-12-31 | $112,569,390 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $545,832 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,493,572 |
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 | $3,493,572 |
Administrative expenses professional fees incurred | 2022-12-31 | $260,799 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $6,996 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $41 |
Other income not declared elsewhere | 2022-12-31 | $-687,289 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $82,440 |
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 | $-32,960,469 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $79,608,921 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $112,569,390 |
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 | $285,033 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $79,601,925 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $112,486,909 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-27,014,442 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,206,478 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
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 | COHNREZNICK, LLP |
Accountancy firm EIN | 2022-12-31 | 221478099 |
2021 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $12,386,849 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $8,689,399 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,245,948 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,042,000 |
Value of total assets at end of year | 2021-12-31 | $112,569,390 |
Value of total assets at beginning of year | 2021-12-31 | $108,871,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $443,451 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,033,532 |
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 | $1,033,532 |
Administrative expenses professional fees incurred | 2021-12-31 | $149,746 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $41 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $65 |
Other income not declared elsewhere | 2021-12-31 | $670,437 |
Administrative expenses (other) incurred | 2021-12-31 | $1,960 |
Total non interest bearing cash at end of year | 2021-12-31 | $82,440 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,697,450 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $112,569,390 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $108,871,940 |
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 |
Investment advisory and management fees | 2021-12-31 | $291,745 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $112,486,909 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $101,096,311 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $7,775,564 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $7,775,564 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $9,640,880 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,042,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $8,245,948 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
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 | COHNREZNICK, LLP |
Accountancy firm EIN | 2021-12-31 | 221478099 |
2020 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $15,586,264 |
Total loss/gain on sale of assets | 2020-12-31 | $566,859 |
Total of all expenses incurred | 2020-12-31 | $9,042,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,189,124 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,204,635 |
Value of total assets at end of year | 2020-12-31 | $108,871,940 |
Value of total assets at beginning of year | 2020-12-31 | $102,327,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $853,180 |
Total interest from all sources | 2020-12-31 | $141,376 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,929,726 |
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 | $1,929,726 |
Administrative expenses professional fees incurred | 2020-12-31 | $109,393 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $65 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $57,118 |
Other income not declared elsewhere | 2020-12-31 | $34,394 |
Administrative expenses (other) incurred | 2020-12-31 | $611,638 |
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 | $6,543,960 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $108,871,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $102,327,980 |
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 | $132,149 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $101,096,311 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $83,728,851 |
Income. Interest from US Government securities | 2020-12-31 | $76,834 |
Income. Interest from corporate debt instruments | 2020-12-31 | $64,542 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $7,775,564 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $3,720,101 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $3,720,101 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $6,433,883 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,709,274 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $6,204,635 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,189,124 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $8,388,027 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $20,002,615 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $19,435,756 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | COHNREZNICK, LLP |
Accountancy firm EIN | 2020-12-31 | 221478099 |
2019 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $305,555 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $305,555 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $305,555 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $305,555 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $19,361,383 |
Total income from all sources (including contributions) | 2019-12-31 | $19,361,383 |
Total loss/gain on sale of assets | 2019-12-31 | $104,955 |
Total loss/gain on sale of assets | 2019-12-31 | $104,955 |
Total of all expenses incurred | 2019-12-31 | $8,242,109 |
Total of all expenses incurred | 2019-12-31 | $8,242,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,088,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,088,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,928,574 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,928,574 |
Value of total assets at end of year | 2019-12-31 | $102,327,980 |
Value of total assets at end of year | 2019-12-31 | $102,327,980 |
Value of total assets at beginning of year | 2019-12-31 | $91,208,706 |
Value of total assets at beginning of year | 2019-12-31 | $91,208,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $153,722 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $153,722 |
Total interest from all sources | 2019-12-31 | $278,714 |
Total interest from all sources | 2019-12-31 | $278,714 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,095,145 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,095,145 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $2,095,145 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,095,145 |
Administrative expenses professional fees incurred | 2019-12-31 | $3,580 |
Administrative expenses professional fees incurred | 2019-12-31 | $3,580 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $57,118 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $57,118 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $128,304 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $128,304 |
Other income not declared elsewhere | 2019-12-31 | $1,742,468 |
Other income not declared elsewhere | 2019-12-31 | $1,742,468 |
Administrative expenses (other) incurred | 2019-12-31 | $50,049 |
Administrative expenses (other) incurred | 2019-12-31 | $50,049 |
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 |
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 | $11,119,274 |
Value of net income/loss | 2019-12-31 | $11,119,274 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $102,327,980 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $102,327,980 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $91,208,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $91,208,706 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $100,093 |
Investment advisory and management fees | 2019-12-31 | $100,093 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $83,728,851 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $83,728,851 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $77,062,209 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $77,062,209 |
Income. Interest from US Government securities | 2019-12-31 | $125,167 |
Income. Interest from US Government securities | 2019-12-31 | $125,167 |
Income. Interest from corporate debt instruments | 2019-12-31 | $136,016 |
Income. Interest from corporate debt instruments | 2019-12-31 | $136,016 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,720,101 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,720,101 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,627,016 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,627,016 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,627,016 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,627,016 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $17,531 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $17,531 |
Asset value of US Government securities at end of year | 2019-12-31 | $6,433,883 |
Asset value of US Government securities at end of year | 2019-12-31 | $6,433,883 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $6,806,073 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $6,806,073 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,905,972 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,905,972 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 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 |
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 | $2,928,574 |
Contributions received in cash from employer | 2019-12-31 | $2,928,574 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,088,387 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,088,387 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $8,388,027 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $8,388,027 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $4,585,104 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $4,585,104 |
Did the plan have assets held for investment | 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 |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $19,501,681 |
Aggregate proceeds on sale of assets | 2019-12-31 | $19,501,681 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $19,396,726 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $19,396,726 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | COHNREZNICK, LLP |
Accountancy firm name | 2019-12-31 | COHNREZNICK, LLP |
Accountancy firm EIN | 2019-12-31 | 221478099 |
Accountancy firm EIN | 2019-12-31 | 221478099 |
2018 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-75,362 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-75,362 |
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 | $-2,915,117 |
Total loss/gain on sale of assets | 2018-12-31 | $-375,427 |
Total of all expenses incurred | 2018-12-31 | $7,809,728 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,640,020 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,319,808 |
Value of total assets at end of year | 2018-12-31 | $91,208,706 |
Value of total assets at beginning of year | 2018-12-31 | $101,933,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $169,708 |
Total interest from all sources | 2018-12-31 | $373,503 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,982,767 |
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 | $1,952,096 |
Administrative expenses professional fees incurred | 2018-12-31 | $13,977 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $128,304 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $145,871 |
Other income not declared elsewhere | 2018-12-31 | $35,434 |
Administrative expenses (other) incurred | 2018-12-31 | $155,731 |
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 | $-10,724,845 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $91,208,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $101,933,551 |
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 | $77,062,209 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $77,918,254 |
Income. Interest from US Government securities | 2018-12-31 | $159,078 |
Income. Interest from corporate debt instruments | 2018-12-31 | $154,850 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,627,016 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,871,283 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,871,283 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $59,575 |
Asset value of US Government securities at end of year | 2018-12-31 | $6,806,073 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $9,337,452 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,175,840 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
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 | $3,319,808 |
Income. Dividends from common stock | 2018-12-31 | $30,671 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,640,020 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $4,585,104 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $5,115,100 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $5,545,591 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $59,928,194 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $60,303,621 |
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 | COHNREZNICK, LLP |
Accountancy firm EIN | 2018-12-31 | 221478099 |
2017 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $343,156 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $343,156 |
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 | $17,711,764 |
Total loss/gain on sale of assets | 2017-12-31 | $62,787 |
Total of all expenses incurred | 2017-12-31 | $7,521,706 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,351,318 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,085,767 |
Value of total assets at end of year | 2017-12-31 | $101,933,551 |
Value of total assets at beginning of year | 2017-12-31 | $91,743,493 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $170,388 |
Total interest from all sources | 2017-12-31 | $339,661 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,094,272 |
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 | $1,968,392 |
Administrative expenses professional fees incurred | 2017-12-31 | $13,670 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $145,871 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $142,724 |
Other income not declared elsewhere | 2017-12-31 | $37,639 |
Administrative expenses (other) incurred | 2017-12-31 | $156,718 |
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 | $10,190,058 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $101,933,551 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $91,743,493 |
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 | $77,918,254 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $69,997,226 |
Income. Interest from US Government securities | 2017-12-31 | $167,946 |
Income. Interest from corporate debt instruments | 2017-12-31 | $145,315 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,871,283 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,237,091 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $2,237,091 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $26,400 |
Asset value of US Government securities at end of year | 2017-12-31 | $9,337,452 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $7,813,241 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $8,748,482 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $6,085,767 |
Income. Dividends from common stock | 2017-12-31 | $125,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,351,318 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $5,115,100 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $6,699,925 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $5,545,591 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $4,853,286 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $37,251,524 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $37,188,737 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $423,551 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $423,551 |
Total income from all sources (including contributions) | 2016-12-31 | $11,232,302 |
Total loss/gain on sale of assets | 2016-12-31 | $150,971 |
Total of all expenses incurred | 2016-12-31 | $7,544,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $7,400,370 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,143,071 |
Value of total assets at end of year | 2016-12-31 | $91,743,493 |
Value of total assets at beginning of year | 2016-12-31 | $88,055,859 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $144,298 |
Total interest from all sources | 2016-12-31 | $306,834 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,824,410 |
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 | $1,712,453 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $142,724 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $133,466 |
Other income not declared elsewhere | 2016-12-31 | $1,276 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,687,634 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $91,743,493 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $88,055,859 |
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 | $69,997,226 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $67,039,970 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,237,091 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $2,451,920 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $2,451,920 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $306,834 |
Asset value of US Government securities at end of year | 2016-12-31 | $7,813,241 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $8,833,598 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,382,189 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
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 | $5,143,071 |
Income. Dividends from common stock | 2016-12-31 | $111,957 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,400,370 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $6,699,925 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $5,331,033 |
Contract administrator fees | 2016-12-31 | $144,298 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $4,853,286 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $4,265,872 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $33,245,470 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $33,094,499 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-261,110 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-261,110 |
Total income from all sources (including contributions) | 2015-12-31 | $1,496,144 |
Total loss/gain on sale of assets | 2015-12-31 | $78,038 |
Total of all expenses incurred | 2015-12-31 | $7,485,897 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,335,572 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,749,110 |
Value of total assets at end of year | 2015-12-31 | $88,055,859 |
Value of total assets at beginning of year | 2015-12-31 | $94,045,612 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $150,325 |
Total interest from all sources | 2015-12-31 | $395,528 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,722,993 |
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 | $1,603,694 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $133,466 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $194,893 |
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 | $-5,989,753 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $88,055,859 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $94,045,612 |
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 |
Investment advisory and management fees | 2015-12-31 | $137,187 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $67,039,970 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $63,375,856 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,451,920 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,076,574 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,076,574 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $395,528 |
Asset value of US Government securities at end of year | 2015-12-31 | $8,833,598 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $13,497,350 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,188,415 |
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 | $2,749,110 |
Income. Dividends from common stock | 2015-12-31 | $119,299 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,335,572 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $5,331,033 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $7,128,658 |
Contract administrator fees | 2015-12-31 | $13,138 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $4,265,872 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $7,772,281 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $73,566,239 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $73,488,201 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-16,000,008 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-16,000,008 |
Total income from all sources (including contributions) | 2014-12-31 | $6,995,576 |
Total loss/gain on sale of assets | 2014-12-31 | $16,938,740 |
Total of all expenses incurred | 2014-12-31 | $7,021,512 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,853,136 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,135,000 |
Value of total assets at end of year | 2014-12-31 | $94,045,612 |
Value of total assets at beginning of year | 2014-12-31 | $94,071,548 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $168,376 |
Total interest from all sources | 2014-12-31 | $450,751 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,471,093 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,661,697 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $194,893 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $191,827 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-25,936 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $94,045,612 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $94,071,548 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $155,890 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $63,375,856 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $21,331,826 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,076,574 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $8,087,937 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $8,087,937 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $450,751 |
Asset value of US Government securities at end of year | 2014-12-31 | $13,497,350 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $12,013,388 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,135,000 |
Income. Dividends from common stock | 2014-12-31 | $1,809,396 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,853,136 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $7,128,658 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $4,589,172 |
Contract administrator fees | 2014-12-31 | $12,486 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $7,772,281 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $47,857,398 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $161,485,878 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $144,547,138 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $8,751,795 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $8,751,795 |
Total income from all sources (including contributions) | 2013-12-31 | $15,052,834 |
Total loss/gain on sale of assets | 2013-12-31 | $4,654,736 |
Total of all expenses incurred | 2013-12-31 | $7,118,392 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,588,169 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $970,000 |
Value of total assets at end of year | 2013-12-31 | $94,071,548 |
Value of total assets at beginning of year | 2013-12-31 | $86,137,106 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $530,223 |
Total interest from all sources | 2013-12-31 | $31,860 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $644,443 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $93,554 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $191,827 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $13,010 |
Administrative expenses (other) incurred | 2013-12-31 | $7,064 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $7,934,442 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $94,071,548 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $86,137,106 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $419,357 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $21,331,826 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $39,985,623 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $8,087,937 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,479,312 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,479,312 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $31,860 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $4,084,047 |
Asset value of US Government securities at end of year | 2013-12-31 | $12,013,388 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $970,000 |
Income. Dividends from common stock | 2013-12-31 | $550,889 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,588,169 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $4,589,172 |
Contract administrator fees | 2013-12-31 | $103,802 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $47,857,398 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $39,575,114 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $109,311,629 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $104,656,893 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $7,671,939 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $7,671,939 |
Total income from all sources (including contributions) | 2012-12-31 | $15,085,758 |
Total loss/gain on sale of assets | 2012-12-31 | $2,740,777 |
Total of all expenses incurred | 2012-12-31 | $6,367,794 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,871,126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,186,000 |
Value of total assets at end of year | 2012-12-31 | $86,137,106 |
Value of total assets at beginning of year | 2012-12-31 | $77,419,142 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $496,668 |
Total interest from all sources | 2012-12-31 | $270 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $486,772 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $13,010 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $35,242 |
Administrative expenses (other) incurred | 2012-12-31 | $3,987 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $8,717,964 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $86,137,106 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $77,419,142 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $409,439 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $39,985,623 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $37,405,309 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,479,312 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,794,162 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,794,162 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $270 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $4,084,047 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $3,320,164 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $4,186,000 |
Income. Dividends from common stock | 2012-12-31 | $486,772 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,871,126 |
Contract administrator fees | 2012-12-31 | $83,242 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $39,575,114 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $32,864,265 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $39,489,342 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $36,748,565 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-5,241,042 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-5,241,042 |
Total income from all sources (including contributions) | 2011-12-31 | $611,063 |
Total loss/gain on sale of assets | 2011-12-31 | $533,662 |
Total of all expenses incurred | 2011-12-31 | $5,799,398 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,286,820 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,000,000 |
Value of total assets at end of year | 2011-12-31 | $77,419,142 |
Value of total assets at beginning of year | 2011-12-31 | $82,607,477 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $512,578 |
Total interest from all sources | 2011-12-31 | $1,372 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $317,071 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $35,242 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $25,314 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-5,188,335 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $77,419,142 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $82,607,477 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $431,483 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $37,405,309 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $41,982,817 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,794,162 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $3,855,058 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $3,855,058 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,372 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $3,320,164 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $2,443,353 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $5,000,000 |
Income. Dividends from common stock | 2011-12-31 | $317,071 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,286,820 |
Contract administrator fees | 2011-12-31 | $81,095 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $32,864,265 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $34,300,935 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $56,211,772 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $55,678,110 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $8,012,267 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $8,012,267 |
Total income from all sources (including contributions) | 2010-12-31 | $15,498,644 |
Total loss/gain on sale of assets | 2010-12-31 | $2,222,674 |
Total of all expenses incurred | 2010-12-31 | $5,194,057 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,941,118 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,000,000 |
Value of total assets at end of year | 2010-12-31 | $82,607,477 |
Value of total assets at beginning of year | 2010-12-31 | $72,302,890 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $252,939 |
Total interest from all sources | 2010-12-31 | $828 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $262,875 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $25,314 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $28,864 |
Total non interest bearing cash at end of year | 2010-12-31 | $3,855,058 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $680,187 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $10,304,587 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $82,607,477 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $72,302,890 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $180,258 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $41,982,817 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $40,304,848 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $828 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $5,000,000 |
Income. Dividends from common stock | 2010-12-31 | $262,875 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,941,118 |
Contract administrator fees | 2010-12-31 | $72,681 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $36,744,288 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $31,288,991 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $34,353,141 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $32,130,467 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2022: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT PLAN FOR EMPLOYEES OF MUSCULAR DYSTROPHY ASSOCIATION, INC. 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |