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MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 401k Plan overview

Plan NameMONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN
Plan identification number 001

MONROE MEDI-TRANS, INC. EMPLOYEE 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.

401k Sponsoring company profile

MONROE MEDI-TRANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MONROE MEDI-TRANS, INC.
Employer identification number (EIN):161043764
NAIC Classification:621900

Additional information about MONROE MEDI-TRANS, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1975-03-25
Company Identification Number: 365705
Legal Registered Office Address: 1669 LYELL AVENUE
Monroe
ROCHESTER
United States of America (USA)
14606

More information about MONROE MEDI-TRANS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01THOMAS COYLE
0012016-04-01THOMAS COYLE
0012015-04-01THOMAS COYLE
0012014-04-01
0012013-04-01
0012012-04-01CHERYL FOWLER
0012011-04-01CHERYL FOWLER
0012010-04-01CHERYL FOWLER
0012009-04-01CHERYL FOWLER

Plan Statistics for MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN

401k plan membership statisitcs for MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN

Measure Date Value
2022: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01212
Total number of active participants reported on line 7a of the Form 55002022-04-01201
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-0156
Total of all active and inactive participants2022-04-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-011
Total participants2022-04-01258
Number of participants with account balances2022-04-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-0117
2021: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01233
Total number of active participants reported on line 7a of the Form 55002021-04-01128
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0182
Total of all active and inactive participants2021-04-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-011
Total participants2021-04-01211
Number of participants with account balances2021-04-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-0119
2020: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01205
Total number of active participants reported on line 7a of the Form 55002020-04-01149
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0179
Total of all active and inactive participants2020-04-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-011
Total participants2020-04-01229
Number of participants with account balances2020-04-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-0134
2019: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01244
Total number of active participants reported on line 7a of the Form 55002019-04-01159
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-0192
Total of all active and inactive participants2019-04-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-012
Total participants2019-04-01253
Number of participants with account balances2019-04-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-0125
2018: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01231
Total number of active participants reported on line 7a of the Form 55002018-04-01169
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-0171
Total of all active and inactive participants2018-04-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01240
Number of participants with account balances2018-04-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0125
2017: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01222
Total number of active participants reported on line 7a of the Form 55002017-04-01170
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-0152
Total of all active and inactive participants2017-04-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01222
Number of participants with account balances2017-04-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-019
2016: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01190
Total number of active participants reported on line 7a of the Form 55002016-04-01183
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-0133
Total of all active and inactive participants2016-04-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01216
Number of participants with account balances2016-04-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-018
2015: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01200
Total number of active participants reported on line 7a of the Form 55002015-04-01170
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0120
Total of all active and inactive participants2015-04-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01190
Number of participants with account balances2015-04-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0110
2014: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01208
Total number of active participants reported on line 7a of the Form 55002014-04-01186
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0113
Total of all active and inactive participants2014-04-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01199
Number of participants with account balances2014-04-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-013
2013: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01210
Total number of active participants reported on line 7a of the Form 55002013-04-01194
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0114
Total of all active and inactive participants2013-04-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01208
Number of participants with account balances2013-04-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-016
2012: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01202
Total number of active participants reported on line 7a of the Form 55002012-04-01197
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-0110
Total of all active and inactive participants2012-04-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01207
Number of participants with account balances2012-04-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-019
2011: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01202
Total number of active participants reported on line 7a of the Form 55002011-04-01207
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-018
Total of all active and inactive participants2011-04-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01215
Number of participants with account balances2011-04-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-016
2010: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01190
Total number of active participants reported on line 7a of the Form 55002010-04-01190
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-0117
Total of all active and inactive participants2010-04-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-01207
Number of participants with account balances2010-04-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-017
2009: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01168
Total number of active participants reported on line 7a of the Form 55002009-04-01182
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-018
Total of all active and inactive participants2009-04-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01190
Number of participants with account balances2009-04-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-016

Financial Data on MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN

Measure Date Value
2023 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$130,354
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$638,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$609,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$314,513
Value of total assets at end of year2023-03-31$2,750,369
Value of total assets at beginning of year2023-03-31$3,258,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$28,916
Total interest from all sources2023-03-31$4,983
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$61,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$61,331
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$264,244
Participant contributions at end of year2023-03-31$101,711
Participant contributions at beginning of year2023-03-31$113,983
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$5,356
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$1,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$1,646
Administrative expenses (other) incurred2023-03-31$28,916
Total non interest bearing cash at end of year2023-03-31$1,280
Total non interest bearing cash at beginning of year2023-03-31$1,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-508,351
Value of net assets at end of year (total assets less liabilities)2023-03-31$2,750,369
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$3,258,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$2,610,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$3,026,447
Interest on participant loans2023-03-31$2,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$35,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$115,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$115,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$2,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-250,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$44,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$609,789
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31INSERO & CO., CPA'S, LLP
Accountancy firm EIN2023-03-31475324570
2022 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$461,409
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$258,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$223,162
Value of total corrective distributions2022-03-31$4,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$292,462
Value of total assets at end of year2022-03-31$3,258,720
Value of total assets at beginning of year2022-03-31$3,055,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$30,719
Total interest from all sources2022-03-31$3,810
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$268,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$268,552
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$257,219
Participant contributions at end of year2022-03-31$113,983
Participant contributions at beginning of year2022-03-31$69,486
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$1,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$1,369
Administrative expenses (other) incurred2022-03-31$30,719
Total non interest bearing cash at end of year2022-03-31$1,420
Total non interest bearing cash at beginning of year2022-03-31$3,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$203,229
Value of net assets at end of year (total assets less liabilities)2022-03-31$3,258,720
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$3,055,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$3,026,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$2,867,632
Interest on participant loans2022-03-31$3,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$115,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$113,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$113,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-103,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$35,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$223,162
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31INSERO & CO., CPA'S, LLP
Accountancy firm EIN2022-03-31475324570
2021 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$1,201,791
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$197,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$168,667
Value of total corrective distributions2021-03-31$1,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$297,306
Value of total assets at end of year2021-03-31$3,055,491
Value of total assets at beginning of year2021-03-31$2,051,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$27,242
Total interest from all sources2021-03-31$4,336
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$53,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$53,046
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$262,291
Participant contributions at end of year2021-03-31$69,486
Participant contributions at beginning of year2021-03-31$97,034
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$278
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$1,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$1,289
Total non interest bearing cash at end of year2021-03-31$3,638
Total non interest bearing cash at beginning of year2021-03-31$6,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$1,004,426
Value of net assets at end of year (total assets less liabilities)2021-03-31$3,055,491
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$2,051,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$15,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$2,867,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$1,913,219
Interest on participant loans2021-03-31$4,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$113,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$32,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$32,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$847,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$34,737
Employer contributions (assets) at end of year2021-03-31$0
Employer contributions (assets) at beginning of year2021-03-31$32
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$168,667
Contract administrator fees2021-03-31$11,779
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31INSERO & CO. CPA'S, LLP
Accountancy firm EIN2021-03-31475324570
2020 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$6,897
Total income from all sources (including contributions)2020-03-31$112,242
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$278,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$253,153
Value of total corrective distributions2020-03-31$645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$282,360
Value of total assets at end of year2020-03-31$2,051,065
Value of total assets at beginning of year2020-03-31$2,223,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$24,379
Total interest from all sources2020-03-31$5,941
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$59,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$59,068
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$248,789
Participant contributions at end of year2020-03-31$97,034
Participant contributions at beginning of year2020-03-31$116,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$1,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$6,897
Total non interest bearing cash at end of year2020-03-31$6,600
Total non interest bearing cash at beginning of year2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-165,935
Value of net assets at end of year (total assets less liabilities)2020-03-31$2,051,065
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$2,217,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$11,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$1,913,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$2,076,525
Interest on participant loans2020-03-31$5,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$32,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$30,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$30,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-235,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$33,571
Employer contributions (assets) at end of year2020-03-31$32
Employer contributions (assets) at beginning of year2020-03-31$3
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$253,153
Contract administrator fees2020-03-31$12,966
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN2020-03-31202368569
2018 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$2,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$437,187
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$217,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$197,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$248,449
Value of total assets at end of year2018-03-31$2,038,877
Value of total assets at beginning of year2018-03-31$1,817,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$20,397
Total interest from all sources2018-03-31$5,517
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$37,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$37,165
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$218,005
Participant contributions at end of year2018-03-31$131,016
Participant contributions at beginning of year2018-03-31$136,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$2,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$219,228
Value of net assets at end of year (total assets less liabilities)2018-03-31$2,036,663
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$1,817,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$9,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$1,875,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$1,653,494
Interest on participant loans2018-03-31$5,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$32,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$27,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$27,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$146,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$30,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$197,562
Contract administrator fees2018-03-31$10,689
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN2018-03-31202368569
2017 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$485,999
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$79,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$61,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$301,374
Value of total assets at end of year2017-03-31$1,817,435
Value of total assets at beginning of year2017-03-31$1,410,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$18,137
Total interest from all sources2017-03-31$4,971
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$31,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$31,261
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$212,147
Participant contributions at end of year2017-03-31$136,517
Participant contributions at beginning of year2017-03-31$101,714
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$59,855
Administrative expenses (other) incurred2017-03-31$18,137
Total non interest bearing cash at end of year2017-03-31$27,424
Total non interest bearing cash at beginning of year2017-03-31$19,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$406,653
Value of net assets at end of year (total assets less liabilities)2017-03-31$1,817,435
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$1,410,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$1,653,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$1,289,205
Interest on participant loans2017-03-31$4,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$148,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31Yes
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$29,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$61,209
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31INSERO & CO. CPA'S, LLP
Accountancy firm EIN2017-03-31475324570
2016 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$154,250
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$99,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$85,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$218,879
Value of total assets at end of year2016-03-31$1,410,782
Value of total assets at beginning of year2016-03-31$1,356,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$14,067
Total interest from all sources2016-03-31$2,889
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$19,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$19,835
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$171,614
Participant contributions at end of year2016-03-31$101,714
Participant contributions at beginning of year2016-03-31$51,823
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$36,232
Administrative expenses (other) incurred2016-03-31$14,067
Total non interest bearing cash at end of year2016-03-31$19,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$54,515
Value of net assets at end of year (total assets less liabilities)2016-03-31$1,410,782
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$1,356,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$1,289,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$1,304,444
Interest on participant loans2016-03-31$2,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-87,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31Yes
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$11,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$85,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31Yes
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31INSERO & CO. CPA'S, LLP
Accountancy firm EIN2016-03-31475324570
2015 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$208,440
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$177,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$163,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$135,320
Value of total assets at end of year2015-03-31$1,356,267
Value of total assets at beginning of year2015-03-31$1,325,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$13,880
Total interest from all sources2015-03-31$2,772
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$125,338
Participant contributions at end of year2015-03-31$51,823
Participant contributions at beginning of year2015-03-31$94,287
Participant contributions at end of year2015-03-31$0
Participant contributions at beginning of year2015-03-31$148
Administrative expenses (other) incurred2015-03-31$13,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$31,043
Value of net assets at end of year (total assets less liabilities)2015-03-31$1,356,267
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$1,325,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$1,304,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$1,230,782
Interest on participant loans2015-03-31$2,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$70,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$9,982
Employer contributions (assets) at end of year2015-03-31$0
Employer contributions (assets) at beginning of year2015-03-31$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$163,517
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31INSERO & COMPANY CPAS, PC
Accountancy firm EIN2015-03-31161016457
2014 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$287,130
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$71,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$54,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$145,086
Value of total assets at end of year2014-03-31$1,325,224
Value of total assets at beginning of year2014-03-31$1,109,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$16,883
Total interest from all sources2014-03-31$4,409
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$134,543
Participant contributions at end of year2014-03-31$94,287
Participant contributions at beginning of year2014-03-31$107,642
Participant contributions at end of year2014-03-31$148
Participant contributions at beginning of year2014-03-31$0
Administrative expenses (other) incurred2014-03-31$16,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$215,457
Value of net assets at end of year (total assets less liabilities)2014-03-31$1,325,224
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$1,109,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$1,230,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$1,002,125
Interest on participant loans2014-03-31$4,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$137,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$10,543
Employer contributions (assets) at end of year2014-03-31$7
Employer contributions (assets) at beginning of year2014-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$54,790
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31FLAHERTY SALMIN LLP CPAS
Accountancy firm EIN2014-03-31161451346
2013 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$250,412
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$73,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$58,230
Value of total corrective distributions2013-03-31$1,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$150,230
Value of total assets at end of year2013-03-31$1,109,767
Value of total assets at beginning of year2013-03-31$932,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$13,959
Total interest from all sources2013-03-31$4,162
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$100,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$139,760
Participant contributions at end of year2013-03-31$107,642
Participant contributions at beginning of year2013-03-31$105,072
Participant contributions at end of year2013-03-31$0
Participant contributions at beginning of year2013-03-31$6,686
Administrative expenses (other) incurred2013-03-31$13,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$176,898
Value of net assets at end of year (total assets less liabilities)2013-03-31$1,109,767
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$932,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$1,002,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$820,715
Interest on participant loans2013-03-31$4,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$96,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$10,470
Employer contributions (assets) at end of year2013-03-31$0
Employer contributions (assets) at beginning of year2013-03-31$396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$58,230
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31SALMIN CELONA WEHRLE AND FLAHERTY
Accountancy firm EIN2013-03-31161451346
2012 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$178,852
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$124,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$110,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$152,289
Value of total assets at end of year2012-03-31$932,869
Value of total assets at beginning of year2012-03-31$878,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$13,487
Total interest from all sources2012-03-31$4,427
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$100,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$141,636
Participant contributions at end of year2012-03-31$105,072
Participant contributions at beginning of year2012-03-31$129,958
Participant contributions at end of year2012-03-31$6,686
Administrative expenses (other) incurred2012-03-31$13,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$54,459
Value of net assets at end of year (total assets less liabilities)2012-03-31$932,869
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$878,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$820,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$748,452
Income. Interest from loans (other than to participants)2012-03-31$4,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$22,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$10,653
Employer contributions (assets) at end of year2012-03-31$396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$110,906
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31SALMIN CELONA WEHRLE AND FLAHERTY
Accountancy firm EIN2012-03-31161451346
2011 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$304,889
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$52,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$41,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$174,453
Value of total assets at end of year2011-03-31$878,410
Value of total assets at beginning of year2011-03-31$625,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$10,467
Total interest from all sources2011-03-31$2,033
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$100,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$162,504
Participant contributions at end of year2011-03-31$129,958
Participant contributions at beginning of year2011-03-31$22,708
Administrative expenses (other) incurred2011-03-31$10,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$252,704
Value of net assets at end of year (total assets less liabilities)2011-03-31$878,410
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$625,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$748,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$602,998
Interest on participant loans2011-03-31$2,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$128,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$11,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$41,718
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31SALMIN CELONA WEHRLE AND FLAHERTY
Accountancy firm EIN2011-03-31161451346
2010 : MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN

2022: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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