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BRADSHAW MEDICAL, INC. 401(K) PLAN 401k Plan overview

Plan NameBRADSHAW MEDICAL, INC. 401(K) PLAN
Plan identification number 001

BRADSHAW MEDICAL, 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

BRADSHAW MEDICAL INC. has sponsored the creation of one or more 401k plans.

Company Name:BRADSHAW MEDICAL INC.
Employer identification number (EIN):201353860
NAIC Classification:339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADSHAW MEDICAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK A MAEGAARD MARK A MAEGAARD2018-10-11
0012016-01-01MARK A MAEGAARD
0012015-01-01MARK A MAEGAARD
0012014-01-01MARK MAEGAARD
0012013-01-01MARK A MAEGAARD

Plan Statistics for BRADSHAW MEDICAL, INC. 401(K) PLAN

401k plan membership statisitcs for BRADSHAW MEDICAL, INC. 401(K) PLAN

Measure Date Value
2022: BRADSHAW MEDICAL, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01215
Total number of active participants reported on line 7a of the Form 55002022-01-01186
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01226
Number of participants with account balances2022-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: BRADSHAW MEDICAL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01185
Total number of active participants reported on line 7a of the Form 55002021-01-01168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01209
Number of participants with account balances2021-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: BRADSHAW MEDICAL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01178
Total number of active participants reported on line 7a of the Form 55002020-01-01156
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01184
Number of participants with account balances2020-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: BRADSHAW MEDICAL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01168
Total number of active participants reported on line 7a of the Form 55002019-01-01152
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01178
Number of participants with account balances2019-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: BRADSHAW MEDICAL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01166
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01165
Number of participants with account balances2018-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: BRADSHAW MEDICAL, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01126
Total number of active participants reported on line 7a of the Form 55002017-01-01110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01142
Number of participants with account balances2017-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: BRADSHAW MEDICAL, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01127
Number of participants with account balances2016-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: BRADSHAW MEDICAL, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01118
Total number of active participants reported on line 7a of the Form 55002015-01-0193
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01129
Number of participants with account balances2015-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: BRADSHAW MEDICAL, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01102
Total number of active participants reported on line 7a of the Form 55002014-01-0190
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01120
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: BRADSHAW MEDICAL, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01105
Total number of active participants reported on line 7a of the Form 55002013-01-0181
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0195
Number of participants with account balances2013-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110

Financial Data on BRADSHAW MEDICAL, INC. 401(K) PLAN

Measure Date Value
2022 : BRADSHAW MEDICAL, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$6,249,530
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$0
Total income from all sources (including contributions)2022-12-31$-35,288
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,236,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,178,149
Expenses. Certain deemed distributions of participant loans2022-12-31$1,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,193,006
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$7,520,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,549
Total interest from all sources2022-12-31$6,099
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$158,792
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$158,792
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$934,474
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$119,946
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,527
Other income not declared elsewhere2022-12-31$14
Administrative expenses (other) incurred2022-12-31$56,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,271,329
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,520,859
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,016,702
Interest on participant loans2022-12-31$6,099
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$384,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,400,491
Net investment gain or loss from common/collective trusts2022-12-31$7,292
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$243,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,178,149
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 name2022-12-31MAULDIN & JENKINS LLC
Accountancy firm EIN2022-12-31580692043
2021 : BRADSHAW MEDICAL, INC. 401(K) PLAN 2021 401k financial data
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
Total income from all sources (including contributions)2021-12-31$1,834,472
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$348,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$269,309
Expenses. Certain deemed distributions of participant loans2021-12-31$26,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,042,901
Value of total assets at end of year2021-12-31$7,520,859
Value of total assets at beginning of year2021-12-31$6,035,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,883
Total interest from all sources2021-12-31$7,555
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$628,582
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$628,582
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 period2021-12-31No
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$801,539
Participant contributions at end of year2021-12-31$119,946
Participant contributions at beginning of year2021-12-31$162,467
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,393
Other income not declared elsewhere2021-12-31$61
Administrative expenses (other) incurred2021-12-31$52,883
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
Value of net income/loss2021-12-31$1,485,732
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,520,859
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,035,127
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,016,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,688,062
Interest on participant loans2021-12-31$7,555
Value of interest in common/collective trusts at end of year2021-12-31$384,211
Value of interest in common/collective trusts at beginning of year2021-12-31$184,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$152,483
Net investment gain or loss from common/collective trusts2021-12-31$2,890
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$231,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$269,309
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAULDIN & JENKINS LLC
Accountancy firm EIN2021-12-31580692043
2020 : BRADSHAW MEDICAL, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$1,656,348
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$740,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$690,103
Expenses. Certain deemed distributions of participant loans2020-12-31$2,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$884,576
Value of total assets at end of year2020-12-31$6,035,127
Value of total assets at beginning of year2020-12-31$5,119,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,258
Total interest from all sources2020-12-31$6,720
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$163,886
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$163,886
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$662,272
Participant contributions at end of year2020-12-31$162,467
Participant contributions at beginning of year2020-12-31$107,527
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,892
Administrative expenses (other) incurred2020-12-31$48,258
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
Value of net income/loss2020-12-31$915,409
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,035,127
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,119,718
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$5,688,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,742,671
Interest on participant loans2020-12-31$6,720
Value of interest in common/collective trusts at end of year2020-12-31$184,598
Value of interest in common/collective trusts at beginning of year2020-12-31$269,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$597,400
Net investment gain or loss from common/collective trusts2020-12-31$3,766
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$196,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$690,103
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 name2020-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2020-12-31580692043
2019 : BRADSHAW MEDICAL, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$1,777,708
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$187,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$142,159
Expenses. Certain deemed distributions of participant loans2019-12-31$2,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$998,161
Value of total assets at end of year2019-12-31$5,119,718
Value of total assets at beginning of year2019-12-31$3,529,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,383
Total interest from all sources2019-12-31$5,621
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$130,037
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$130,037
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$353,000
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$602,814
Participant contributions at end of year2019-12-31$107,527
Participant contributions at beginning of year2019-12-31$88,201
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$207,633
Administrative expenses (other) incurred2019-12-31$42,383
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$1,590,490
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,119,718
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,529,228
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$4,742,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,268,606
Interest on participant loans2019-12-31$5,621
Value of interest in common/collective trusts at end of year2019-12-31$269,520
Value of interest in common/collective trusts at beginning of year2019-12-31$172,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$639,153
Net investment gain or loss from common/collective trusts2019-12-31$4,736
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$187,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$142,159
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 name2019-12-31CDPA, PC
Accountancy firm EIN2019-12-31630967873
2018 : BRADSHAW MEDICAL, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$709,469
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$882,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$838,820
Expenses. Certain deemed distributions of participant loans2018-12-31$270
Value of total corrective distributions2018-12-31$7,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$900,751
Value of total assets at end of year2018-12-31$3,529,228
Value of total assets at beginning of year2018-12-31$3,702,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,231
Total interest from all sources2018-12-31$3,857
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$113,008
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$113,008
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$371,000
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$518,648
Participant contributions at end of year2018-12-31$88,201
Participant contributions at beginning of year2018-12-31$59,322
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$211,322
Other income not declared elsewhere2018-12-31$64
Administrative expenses (other) incurred2018-12-31$36,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-173,287
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,529,228
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,702,515
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,268,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,456,176
Interest on participant loans2018-12-31$3,857
Value of interest in common/collective trusts at end of year2018-12-31$172,421
Value of interest in common/collective trusts at beginning of year2018-12-31$187,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-313,264
Net investment gain or loss from common/collective trusts2018-12-31$5,053
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$170,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$838,820
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 name2018-12-31CDPA, PC
Accountancy firm EIN2018-12-31630967873
2017 : BRADSHAW MEDICAL, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,066,250
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$172,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$140,466
Expenses. Certain deemed distributions of participant loans2017-12-31$582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$567,358
Value of total assets at end of year2017-12-31$3,702,515
Value of total assets at beginning of year2017-12-31$2,808,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,275
Total interest from all sources2017-12-31$2,156
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$91,245
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$91,245
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$281,000
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$422,234
Participant contributions at end of year2017-12-31$59,322
Participant contributions at beginning of year2017-12-31$37,375
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$342
Administrative expenses (other) incurred2017-12-31$31,275
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$893,927
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,702,515
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,808,588
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,456,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,695,493
Interest on participant loans2017-12-31$2,156
Value of interest in common/collective trusts at end of year2017-12-31$187,017
Value of interest in common/collective trusts at beginning of year2017-12-31$75,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$401,964
Net investment gain or loss from common/collective trusts2017-12-31$3,527
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$144,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$140,466
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 name2017-12-31WEGNER CPAS
Accountancy firm EIN2017-12-31390974031
2016 : BRADSHAW MEDICAL, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$828,802
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$190,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$166,507
Expenses. Certain deemed distributions of participant loans2016-12-31$7,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$588,313
Value of total assets at end of year2016-12-31$2,808,588
Value of total assets at beginning of year2016-12-31$2,170,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,439
Total interest from all sources2016-12-31$1,849
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$63,400
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$63,400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$218,000
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$386,963
Participant contributions at end of year2016-12-31$37,375
Participant contributions at beginning of year2016-12-31$37,219
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$83,554
Administrative expenses (other) incurred2016-12-31$16,439
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$638,580
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,808,588
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,170,008
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,695,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,800,653
Interest on participant loans2016-12-31$1,849
Value of interest in common/collective trusts at end of year2016-12-31$75,720
Value of interest in common/collective trusts at beginning of year2016-12-31$332,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$167,263
Net investment gain or loss from common/collective trusts2016-12-31$7,977
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$117,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$166,507
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 name2016-12-31WEGNER CPAS
Accountancy firm EIN2016-12-31390974031
2015 : BRADSHAW MEDICAL, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$645,762
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$124,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$122,358
Expenses. Certain deemed distributions of participant loans2015-12-31$94
Value of total corrective distributions2015-12-31$413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$662,667
Value of total assets at end of year2015-12-31$2,170,008
Value of total assets at beginning of year2015-12-31$1,648,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,575
Total interest from all sources2015-12-31$1,679
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$81,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$81,073
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$165,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$332,736
Participant contributions at end of year2015-12-31$37,219
Participant contributions at beginning of year2015-12-31$31,150
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$210,754
Administrative expenses (other) incurred2015-12-31$1,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$521,322
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,170,008
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,648,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,800,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,375,042
Interest on participant loans2015-12-31$1,679
Value of interest in common/collective trusts at end of year2015-12-31$332,136
Value of interest in common/collective trusts at beginning of year2015-12-31$242,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-97,216
Net investment gain or loss from common/collective trusts2015-12-31$-2,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$119,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$122,358
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEGNER CPAS
Accountancy firm EIN2015-12-31390974031
2014 : BRADSHAW MEDICAL, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$600,017
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$110,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$105,022
Expenses. Certain deemed distributions of participant loans2014-12-31$3,309
Value of total corrective distributions2014-12-31$110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$521,330
Value of total assets at end of year2014-12-31$1,648,686
Value of total assets at beginning of year2014-12-31$1,158,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,597
Total interest from all sources2014-12-31$1,859
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$64,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$64,298
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$116,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$345,880
Participant contributions at end of year2014-12-31$31,150
Participant contributions at beginning of year2014-12-31$28,826
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$50,347
Other income not declared elsewhere2014-12-31$9
Administrative expenses (other) incurred2014-12-31$1,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$489,979
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,648,686
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,158,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,375,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$972,992
Interest on participant loans2014-12-31$1,859
Value of interest in common/collective trusts at end of year2014-12-31$242,494
Value of interest in common/collective trusts at beginning of year2014-12-31$156,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,130
Net investment gain or loss from common/collective trusts2014-12-31$17,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$125,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$105,022
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEGNER CPAS
Accountancy firm EIN2014-12-31390974031
2013 : BRADSHAW MEDICAL, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,219,643
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$60,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$59,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,082,938
Value of total assets at end of year2013-12-31$1,158,707
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,600
Total interest from all sources2013-12-31$838
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$26,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$26,071
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$350,966
Participant contributions at end of year2013-12-31$28,826
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$597,026
Administrative expenses (other) incurred2013-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,158,707
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,158,707
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$972,992
Interest on participant loans2013-12-31$838
Value of interest in common/collective trusts at end of year2013-12-31$156,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$83,855
Net investment gain or loss from common/collective trusts2013-12-31$25,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$134,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$59,336
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SIKICH LLP
Accountancy firm EIN2013-12-31363168081

Form 5500 Responses for BRADSHAW MEDICAL, INC. 401(K) PLAN

2022: BRADSHAW MEDICAL, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: BRADSHAW MEDICAL, 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: BRADSHAW MEDICAL, 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: BRADSHAW MEDICAL, 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: BRADSHAW MEDICAL, 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: BRADSHAW MEDICAL, 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: BRADSHAW MEDICAL, 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
2015: BRADSHAW MEDICAL, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRADSHAW MEDICAL, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRADSHAW MEDICAL, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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