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KOPP BILLING AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan NameKOPP BILLING AGENCY, INC. 401(K) PLAN
Plan identification number 001

KOPP BILLING AGENCY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KOPP BILLING AGENCY, INC. - EAP PLAN has sponsored the creation of one or more 401k plans.

Company Name:KOPP BILLING AGENCY, INC. - EAP PLAN
Employer identification number (EIN):160952479
NAIC Classification:561440
NAIC Description:Collection Agencies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOPP BILLING AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN O'CONNOR2024-04-05
0012022-01-01
0012022-01-01JOHN O'CONNOR
0012021-01-01
0012021-01-01JOHN O'CONNOR
0012020-01-01
0012019-01-01
0012018-01-01JOHN O'CONNOR
0012017-01-01JOHN O'CONNOR
0012016-01-01JOHN O'CONNOR
0012015-01-01

Plan Statistics for KOPP BILLING AGENCY, INC. 401(K) PLAN

401k plan membership statisitcs for KOPP BILLING AGENCY, INC. 401(K) PLAN

Measure Date Value
2025: KOPP BILLING AGENCY, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-1594
Total number of particpants at end of year2025-04-1585
Number of Participants With Account Balances2025-04-1578
2024: KOPP BILLING AGENCY, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-05106
Total number of particpants at end of year2024-04-0592
Number of Participants With Account Balances2024-04-0586
2022: KOPP BILLING AGENCY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01109
Total number of active participants reported on line 7a of the Form 55002022-01-0182
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01100
Number of participants with account balances2022-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KOPP BILLING AGENCY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-0183
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0198
Number of participants with account balances2021-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KOPP BILLING AGENCY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01120
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01107
Number of participants with account balances2020-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KOPP BILLING AGENCY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01104
Number of participants with account balances2019-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KOPP BILLING AGENCY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01103
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01107
Number of participants with account balances2018-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KOPP BILLING AGENCY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01124
Total number of active participants reported on line 7a of the Form 55002017-01-0196
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01103
Number of participants with account balances2017-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KOPP BILLING AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-01105
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01111
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on KOPP BILLING AGENCY, INC. 401(K) PLAN

Measure Date Value
2025 : KOPP BILLING AGENCY, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-150
Total liabilities as of the end of the plan year2025-04-150
Total liabilities as of the beginning of the plan year2025-04-150
Total expenses incurred by plan in this plan year2025-04-15866909
Net assets as of the end of the plan year2025-04-156731260
Total assets as of the beginning of the plan year2025-04-156383604
Value of plan covered by a fidelity bond2025-04-15500000
Participant contributions to plan in this plan year2025-04-15295957
Other expenses paid from plan in this plan year2025-04-150
Other contributions to plan in this plan year2025-04-150
Other income to plan in this plan year2025-04-15787806
Plan net income in this plan year2025-04-15347656
Net assets as of the end of the plan year2025-04-156731260
Net assets as of the beginning of the plan year2025-04-156383604
Employer contributions to plan in this plan year2025-04-15130802
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1524452
2024 : KOPP BILLING AGENCY, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-050
Total liabilities as of the end of the plan year2024-04-050
Total liabilities as of the beginning of the plan year2024-04-050
Total expenses incurred by plan in this plan year2024-04-05134060
Net assets as of the end of the plan year2024-04-056383604
Total assets as of the beginning of the plan year2024-04-055126121
Value of plan covered by a fidelity bond2024-04-05500000
Participant contributions to plan in this plan year2024-04-05313665
Other expenses paid from plan in this plan year2024-04-050
Other contributions to plan in this plan year2024-04-050
Other income to plan in this plan year2024-04-05931613
Plan net income in this plan year2024-04-051257483
Net assets as of the end of the plan year2024-04-056383604
Net assets as of the beginning of the plan year2024-04-055126121
Employer contributions to plan in this plan year2024-04-05146265
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-0522183
2022 : KOPP BILLING AGENCY, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-512,047
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$165,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$150,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$450,802
Value of total assets at end of year2022-12-31$5,126,121
Value of total assets at beginning of year2022-12-31$5,803,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,583
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$216,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$216,054
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$301,268
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-677,671
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,126,121
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,803,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,348,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,083,045
Value of interest in common/collective trusts at end of year2022-12-31$776,924
Value of interest in common/collective trusts at beginning of year2022-12-31$719,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,197,313
Net investment gain or loss from common/collective trusts2022-12-31$18,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$149,534
Employer contributions (assets) at end of year2022-12-31$464
Employer contributions (assets) at beginning of year2022-12-31$1,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$150,041
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EVANS & BENNETT, LLP
Accountancy firm EIN2022-12-31150551397
Total unrealized appreciation/depreciation of assets2022-01-01$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$0
Total income from all sources (including contributions)2022-01-01$-512,047
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$165,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$150,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$450,802
Value of total assets at end of year2022-01-01$5,126,121
Value of total assets at beginning of year2022-01-01$5,803,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$15,583
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$216,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$216,054
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$301,268
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-677,671
Value of net assets at end of year (total assets less liabilities)2022-01-01$5,126,121
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$5,803,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$15,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$4,348,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$5,083,045
Value of interest in common/collective trusts at end of year2022-01-01$776,924
Value of interest in common/collective trusts at beginning of year2022-01-01$719,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,197,313
Net investment gain or loss from common/collective trusts2022-01-01$18,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$149,534
Employer contributions (assets) at end of year2022-01-01$464
Employer contributions (assets) at beginning of year2022-01-01$1,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$150,041
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01EVANS & BENNETT, LLP
Accountancy firm EIN2022-01-01150551397
2021 : KOPP BILLING AGENCY, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,084,131
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$437,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$437,415
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$434,161
Value of total assets at end of year2021-12-31$5,803,792
Value of total assets at beginning of year2021-12-31$5,157,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$475
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$289,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$289,409
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$289,893
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$308
Value of net income/loss2021-12-31$646,241
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,803,792
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,157,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,083,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,155,954
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$719,408
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$358,214
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$2,347
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$143,960
Employer contributions (assets) at end of year2021-12-31$1,339
Employer contributions (assets) at beginning of year2021-12-31$1,597
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$437,415
Contract administrator fees2021-12-31$475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EVANS & BENNETT, LLP
Accountancy firm EIN2021-12-31150551397
2020 : KOPP BILLING AGENCY, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,334,637
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$215,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$214,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$625,092
Value of total assets at end of year2020-12-31$5,157,551
Value of total assets at beginning of year2020-12-31$4,038,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$450
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$163,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$163,551
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$317,429
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$152,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,119,198
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,157,551
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,038,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,155,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,036,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$545,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$154,840
Employer contributions (assets) at end of year2020-12-31$1,597
Employer contributions (assets) at beginning of year2020-12-31$1,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$214,989
Contract administrator fees2020-12-31$450
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EVANS & BENNETT, LLP
Accountancy firm EIN2020-12-31150551397
2019 : KOPP BILLING AGENCY, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,059,298
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$92,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$92,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$448,348
Value of total assets at end of year2019-12-31$4,038,353
Value of total assets at beginning of year2019-12-31$3,071,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$700
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$168,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$168,926
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$279,460
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$966,446
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,038,353
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,071,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,036,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,071,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$442,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$145,138
Employer contributions (assets) at end of year2019-12-31$1,984
Employer contributions (assets) at beginning of year2019-12-31$760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$92,152
Contract administrator fees2019-12-31$700
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EVANS & BENNETT, LLP
Accountancy firm EIN2019-12-31150551397
2018 : KOPP BILLING AGENCY, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$823,170
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$100,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$99,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$962,406
Value of total assets at end of year2018-12-31$3,071,907
Value of total assets at beginning of year2018-12-31$2,348,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$475
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$145,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$145,883
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$238,523
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$589,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$723,105
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,071,907
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,348,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$475
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,071,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,348,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-285,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$134,411
Employer contributions (assets) at end of year2018-12-31$760
Employer contributions (assets) at beginning of year2018-12-31$241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$99,590
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EVANS & BENNETT, LLP
Accountancy firm EIN2018-12-31150551397
2017 : KOPP BILLING AGENCY, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$637,609
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$78,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$77,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$355,185
Value of total assets at end of year2017-12-31$2,348,802
Value of total assets at beginning of year2017-12-31$1,789,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$575
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$70,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$70,232
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$222,088
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$559,574
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,348,802
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,789,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$575
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,348,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,788,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$212,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$133,097
Employer contributions (assets) at end of year2017-12-31$241
Employer contributions (assets) at beginning of year2017-12-31$831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$77,460
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EVANS & BENNETT, LLP
Accountancy firm EIN2017-12-31150551397
2016 : KOPP BILLING AGENCY, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$419,134
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$79,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$77,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$331,293
Value of total assets at end of year2016-12-31$1,789,228
Value of total assets at beginning of year2016-12-31$1,449,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,743
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$50,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$50,820
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$203,208
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$6,708
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$339,447
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,789,228
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,449,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,788,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,437,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$37,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$126,533
Employer contributions (assets) at end of year2016-12-31$831
Employer contributions (assets) at beginning of year2016-12-31$5,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$77,944
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EVANS & BENNETT, LLP
Accountancy firm EIN2016-12-31150551397

Form 5500 Responses for KOPP BILLING AGENCY, INC. 401(K) PLAN

2022: KOPP BILLING AGENCY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KOPP BILLING AGENCY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KOPP BILLING AGENCY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KOPP BILLING AGENCY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KOPP BILLING AGENCY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KOPP BILLING AGENCY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KOPP BILLING AGENCY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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