SWEDISH INSTITUTE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SWEDISH INSTITUTE, INC. 401(K) PROFIT SHARING PLA
| Measure | Date | Value |
|---|
| 2025 : SWEDISH INSTITUTE, INC. 401(K) PROFIT SHARING PLA 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-09-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-22 | 484833 |
| Net assets as of the end of the plan year | 2025-09-22 | 4140044 |
| Total assets as of the beginning of the plan year | 2025-09-22 | 3858306 |
| Value of plan covered by a fidelity bond | 2025-09-22 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-22 | 292548 |
| Value of participant loans at end of plan year | 2025-09-22 | 35478 |
| Other contributions to plan in this plan year | 2025-09-22 | 17351 |
| Other income to plan in this plan year | 2025-09-22 | 456672 |
| Plan net income in this plan year | 2025-09-22 | 281738 |
| Net assets as of the end of the plan year | 2025-09-22 | 4140044 |
| Net assets as of the beginning of the plan year | 2025-09-22 | 3858306 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-22 | 19510 |
| 2024 : SWEDISH INSTITUTE, INC. 401(K) PROFIT SHARING PLA 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 994627 |
| Net assets as of the end of the plan year | 2024-10-11 | 3858306 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 4035543 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 277295 |
| Value of participant loans at end of plan year | 2024-10-11 | 26356 |
| Other contributions to plan in this plan year | 2024-10-11 | 13990 |
| Other income to plan in this plan year | 2024-10-11 | 526105 |
| Plan net income in this plan year | 2024-10-11 | -177237 |
| Net assets as of the end of the plan year | 2024-10-11 | 3858306 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 4035543 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 18290 |
| 2022 : SWEDISH INSTITUTE, INC. 401(K) PROFIT SHARING PLA 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 | $-417,099 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,250,757 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,225,069 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $284,715 |
| Value of total assets at end of year | 2022-12-31 | $4,035,543 |
| Value of total assets at beginning of year | 2022-12-31 | $5,703,399 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $25,688 |
| Total interest from all sources | 2022-12-31 | $1,878 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $99,069 |
| 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 | $99,069 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $284,715 |
| Participant contributions at end of year | 2022-12-31 | $43,174 |
| Participant contributions at beginning of year | 2022-12-31 | $53,711 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,667,856 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,035,543 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,703,399 |
| 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 | $23,644 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,358,564 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,976,378 |
| Interest on participant loans | 2022-12-31 | $1,878 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $633,805 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $673,310 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-818,391 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $15,630 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,225,069 |
| Contract administrator fees | 2022-12-31 | $2,044 |
| 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 | DUFFY KRUSPODIN, LLP |
| Accountancy firm EIN | 2022-12-31 | 954244393 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-417,099 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,250,757 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,225,069 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $284,715 |
| Value of total assets at end of year | 2022-01-01 | $4,035,543 |
| Value of total assets at beginning of year | 2022-01-01 | $5,703,399 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $25,688 |
| Total interest from all sources | 2022-01-01 | $1,878 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $99,069 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $99,069 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $284,715 |
| Participant contributions at end of year | 2022-01-01 | $43,174 |
| Participant contributions at beginning of year | 2022-01-01 | $53,711 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,667,856 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,035,543 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $5,703,399 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $23,644 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $3,358,564 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $4,976,378 |
| Interest on participant loans | 2022-01-01 | $1,878 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $633,805 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $673,310 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-818,391 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $15,630 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,225,069 |
| Contract administrator fees | 2022-01-01 | $2,044 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | DUFFY KRUSPODIN, LLP |
| Accountancy firm EIN | 2022-01-01 | 954244393 |
| 2020 : SWEDISH INSTITUTE, INC. 401(K) PROFIT SHARING PLA 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $865,528 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $259,393 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $241,031 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,454 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $287,031 |
| Value of total assets at end of year | 2020-12-31 | $5,132,512 |
| Value of total assets at beginning of year | 2020-12-31 | $4,526,377 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $16,908 |
| Total interest from all sources | 2020-12-31 | $4,625 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $176,041 |
| 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 | $176,041 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $453,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $276,491 |
| Participant contributions at end of year | 2020-12-31 | $89,860 |
| Participant contributions at beginning of year | 2020-12-31 | $45,479 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $10,540 |
| Administrative expenses (other) incurred | 2020-12-31 | $16,908 |
| 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 | $606,135 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,132,512 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,526,377 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,394,084 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,856,853 |
| Interest on participant loans | 2020-12-31 | $4,625 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $648,568 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $624,045 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $383,073 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $14,758 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $241,031 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | DUFFY KRUSPODIN LLP |
| Accountancy firm EIN | 2020-12-31 | 954244393 |
| 2019 : SWEDISH INSTITUTE, INC. 401(K) PROFIT SHARING PLA 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $0 |
| Total transfer of assets from this plan | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $992,909 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $378,869 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $362,701 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,384 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $320,432 |
| Value of total assets at end of year | 2019-12-31 | $4,526,377 |
| Value of total assets at beginning of year | 2019-12-31 | $3,912,337 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $14,784 |
| Total interest from all sources | 2019-12-31 | $4,382 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $132,304 |
| 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 | $132,304 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $392,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $320,432 |
| Participant contributions at end of year | 2019-12-31 | $45,479 |
| Participant contributions at beginning of year | 2019-12-31 | $59,927 |
| Administrative expenses (other) incurred | 2019-12-31 | $14,784 |
| 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 | $614,040 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,526,377 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,912,337 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,856,853 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,187,524 |
| Interest on participant loans | 2019-12-31 | $4,382 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $624,045 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $664,886 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $518,073 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $17,718 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $362,701 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | DUFFY KRUSPODIN LLP |
| Accountancy firm EIN | 2019-12-31 | 954244393 |
| 2018 : SWEDISH INSTITUTE, INC. 401(K) PROFIT SHARING PLA 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets from this plan | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $165,739 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $293,559 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $254,563 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $29,136 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $320,529 |
| Value of total assets at end of year | 2018-12-31 | $3,912,337 |
| Value of total assets at beginning of year | 2018-12-31 | $4,040,157 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,860 |
| Total interest from all sources | 2018-12-31 | $4,069 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $136,562 |
| 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 | $136,562 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $401,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $297,183 |
| Participant contributions at end of year | 2018-12-31 | $59,927 |
| Participant contributions at beginning of year | 2018-12-31 | $54,095 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $23,346 |
| Other income not declared elsewhere | 2018-12-31 | $788 |
| Administrative expenses (other) incurred | 2018-12-31 | $9,860 |
| 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 | $-127,820 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,912,337 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,040,157 |
| 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 | $3,187,524 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $547,581 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $3,438,481 |
| Interest on participant loans | 2018-12-31 | $4,069 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $664,886 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-311,899 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $15,690 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $254,563 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | DUFFY KRUSPODIN LLP |
| Accountancy firm EIN | 2018-12-31 | 954244393 |
| 2017 : SWEDISH INSTITUTE, INC. 401(K) PROFIT SHARING PLA 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,141 |
| 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 | $703,696 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $378,381 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $366,299 |
| Value of total corrective distributions | 2017-12-31 | $7,394 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $291,785 |
| Value of total assets at end of year | 2017-12-31 | $4,040,157 |
| Value of total assets at beginning of year | 2017-12-31 | $3,711,701 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,688 |
| Total interest from all sources | 2017-12-31 | $755 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $291,785 |
| Participant contributions at end of year | 2017-12-31 | $54,095 |
| Participant contributions at beginning of year | 2017-12-31 | $43,210 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $5,880 |
| 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 | $325,315 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,037,016 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,711,701 |
| 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 pooled separate accounts at end of year | 2017-12-31 | $3,438,481 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $3,130,620 |
| Interest on participant loans | 2017-12-31 | $755 |
| Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $547,581 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $531,991 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $411,156 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $366,299 |
| Contract administrator fees | 2017-12-31 | $4,688 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $3,141 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | DUFFY KRUSPODIN, LLP |
| Accountancy firm EIN | 2017-12-31 | 954244393 |
| 2016 : SWEDISH INSTITUTE, INC. 401(K) PROFIT SHARING PLA 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $497,179 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $207,997 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $180,414 |
| Value of total corrective distributions | 2016-12-31 | $27,348 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $297,498 |
| Value of total assets at end of year | 2016-12-31 | $3,711,701 |
| Value of total assets at beginning of year | 2016-12-31 | $3,422,519 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $235 |
| Total interest from all sources | 2016-12-31 | $599 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $297,498 |
| Participant contributions at end of year | 2016-12-31 | $43,210 |
| Participant contributions at beginning of year | 2016-12-31 | $32,688 |
| Participant contributions at end of year | 2016-12-31 | $5,880 |
| Participant contributions at beginning of year | 2016-12-31 | $8,546 |
| 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 | $289,182 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,711,701 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,422,519 |
| 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 pooled separate accounts at end of year | 2016-12-31 | $3,130,620 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $3,139,307 |
| Income. Interest from loans (other than to participants) | 2016-12-31 | $599 |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $531,991 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $241,978 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $199,082 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $180,414 |
| Contract administrator fees | 2016-12-31 | $235 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | ANDREW PIERI CPA P.C. |
| Accountancy firm EIN | 2016-12-31 | 452537445 |
| 2015 : SWEDISH INSTITUTE, INC. 401(K) PROFIT SHARING PLA 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $316,211 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $200,887 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $200,247 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $318,000 |
| Value of total assets at end of year | 2015-12-31 | $3,422,519 |
| Value of total assets at beginning of year | 2015-12-31 | $3,307,195 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $640 |
| Total interest from all sources | 2015-12-31 | $118 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $318,000 |
| Participant contributions at end of year | 2015-12-31 | $32,688 |
| Participant contributions at beginning of year | 2015-12-31 | $29,310 |
| Participant contributions at end of year | 2015-12-31 | $8,546 |
| Participant contributions at beginning of year | 2015-12-31 | $224 |
| Administrative expenses (other) incurred | 2015-12-31 | $640 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $115,324 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,422,519 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,307,195 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $3,139,307 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $3,025,117 |
| Interest on participant loans | 2015-12-31 | $118 |
| Value of interest in master investment trust accounts at end of year | 2015-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $241,978 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $252,544 |
| Net gain/loss from 103.12 investment entities | 2015-12-31 | $-1,907 |
| 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 |
| Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $200,247 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | ANDREW PIERI CPA P.C. |
| Accountancy firm EIN | 2015-12-31 | 452537445 |
| 2014 : SWEDISH INSTITUTE, INC. 401(K) PROFIT SHARING PLA 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $516,424 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $694,898 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $694,418 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $310,075 |
| Value of total assets at end of year | 2014-12-31 | $3,307,195 |
| Value of total assets at beginning of year | 2014-12-31 | $3,485,669 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $480 |
| Total interest from all sources | 2014-12-31 | $1,826 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $310,075 |
| Participant contributions at end of year | 2014-12-31 | $29,310 |
| Participant contributions at beginning of year | 2014-12-31 | $41,054 |
| Participant contributions at end of year | 2014-12-31 | $224 |
| Participant contributions at beginning of year | 2014-12-31 | $9 |
| Administrative expenses (other) incurred | 2014-12-31 | $480 |
| 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 | $-178,474 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,307,195 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,485,669 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $3,025,117 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $3,229,986 |
| Income. Interest from loans (other than to participants) | 2014-12-31 | $1,826 |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $252,544 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $214,620 |
| Net gain/loss from 103.12 investment entities | 2014-12-31 | $204,523 |
| 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 |
| Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $694,418 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | ANDREW PIERI CPA P.C. |
| Accountancy firm EIN | 2014-12-31 | 452537445 |
