FLORIDA AUTISM CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FLORIDA AUTISM CENTER 401(K) PLAN
Measure | Date | Value |
---|
2021 : FLORIDA AUTISM CENTER 401(K) PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $3,377,872 |
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 | $1,029,724 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $507,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $497,352 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $701,413 |
Value of total assets at end of year | 2021-12-31 | $0 |
Value of total assets at beginning of year | 2021-12-31 | $2,855,348 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $9,848 |
Total interest from all sources | 2021-12-31 | $344,717 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,734 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,734 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $404,512 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $27,541 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $24,968 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $296,901 |
Administrative expenses (other) incurred | 2021-12-31 | $9,848 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $522,524 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,855,348 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,779,015 |
Interest on participant loans | 2021-12-31 | $1,384 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $10,992 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $343,333 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-20,263 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $123 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $12,832 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $497,352 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RILEY & COMPANY |
Accountancy firm EIN | 2021-12-31 | 760560371 |
2020 : FLORIDA AUTISM CENTER 401(K) PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,253,014 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $517,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $507,037 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $855,442 |
Value of total assets at end of year | 2020-12-31 | $2,855,348 |
Value of total assets at beginning of year | 2020-12-31 | $2,119,334 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $9,963 |
Total interest from all sources | 2020-12-31 | $623 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $104,403 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $104,403 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $537,815 |
Participant contributions at end of year | 2020-12-31 | $27,541 |
Participant contributions at beginning of year | 2020-12-31 | $10,442 |
Participant contributions at end of year | 2020-12-31 | $24,968 |
Participant contributions at beginning of year | 2020-12-31 | $18,701 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $77,609 |
Administrative expenses (other) incurred | 2020-12-31 | $9,963 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $736,014 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,855,348 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,119,334 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,779,015 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,070,414 |
Interest on participant loans | 2020-12-31 | $623 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $10,992 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,449 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $99 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $99 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $292,429 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $117 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $240,018 |
Employer contributions (assets) at end of year | 2020-12-31 | $12,832 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $17,229 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $507,037 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PLANTE & MORAN,PLLC |
Accountancy firm EIN | 2020-12-31 | 381357951 |
2019 : FLORIDA AUTISM CENTER 401(K) PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,040,374 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $33,346 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $26,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $704,687 |
Value of total assets at end of year | 2019-12-31 | $2,119,334 |
Value of total assets at beginning of year | 2019-12-31 | $1,112,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,781 |
Total interest from all sources | 2019-12-31 | $446 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $90,769 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $90,769 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $27,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $333,414 |
Participant contributions at end of year | 2019-12-31 | $10,442 |
Participant contributions at beginning of year | 2019-12-31 | $10,743 |
Participant contributions at end of year | 2019-12-31 | $18,701 |
Participant contributions at beginning of year | 2019-12-31 | $31,815 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $218,291 |
Administrative expenses (other) incurred | 2019-12-31 | $6,781 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,007,028 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,119,334 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,112,306 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,070,414 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,056,903 |
Interest on participant loans | 2019-12-31 | $446 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,449 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $99 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $98 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $98 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $244,472 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $152,982 |
Employer contributions (assets) at end of year | 2019-12-31 | $17,229 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $12,747 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $26,565 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PLANTE & MORAN,PLLC |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2018 : FLORIDA AUTISM CENTER 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $438,306 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $11,798 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,675 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $537,697 |
Value of total assets at end of year | 2018-12-31 | $1,112,306 |
Value of total assets at beginning of year | 2018-12-31 | $685,798 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,123 |
Total interest from all sources | 2018-12-31 | $315 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $66,619 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $66,619 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $27,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $222,203 |
Participant contributions at end of year | 2018-12-31 | $10,743 |
Participant contributions at beginning of year | 2018-12-31 | $8,951 |
Participant contributions at end of year | 2018-12-31 | $31,815 |
Participant contributions at beginning of year | 2018-12-31 | $9,011 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $232,614 |
Administrative expenses (other) incurred | 2018-12-31 | $4,123 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $426,508 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,112,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $685,798 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,056,903 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $665,161 |
Interest on participant loans | 2018-12-31 | $315 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $132 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $98 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-166,325 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $82,880 |
Employer contributions (assets) at end of year | 2018-12-31 | $12,747 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,543 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,675 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PLANTE & MORAN,PLLC |
Accountancy firm EIN | 2018-12-31 | 381357951 |
2017 : FLORIDA AUTISM CENTER 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $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 | $292,546 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $26,609 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $19,670 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $8 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $191,162 |
Value of total assets at end of year | 2017-12-31 | $674,092 |
Value of total assets at beginning of year | 2017-12-31 | $408,155 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,931 |
Total interest from all sources | 2017-12-31 | $11 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $23,580 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $23,580 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $27,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $121,348 |
Participant contributions at end of year | 2017-12-31 | $8,951 |
Participant contributions at beginning of year | 2017-12-31 | $260 |
Participant contributions at end of year | 2017-12-31 | $9,011 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $29,316 |
Administrative expenses (other) incurred | 2017-12-31 | $6,931 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $265,937 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $674,092 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $408,155 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $664,911 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $407,895 |
Interest on participant loans | 2017-12-31 | $10 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $132 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $98 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $77,793 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $40,498 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,543 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $19,670 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | PLANTE & MORAN,PLLC |
Accountancy firm EIN | 2017-12-31 | 381357951 |