WASATCH PRODUCT DEVELOPMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WASATCH PRODUCT DEVELOPMENT 401(K) PLAN
Measure | Date | Value |
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2020 : WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-08-12 | $0 |
Total transfer of assets from this plan | 2020-08-12 | $2,054,942 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-12 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-12 | $0 |
Total income from all sources (including contributions) | 2020-08-12 | $34,928 |
Total loss/gain on sale of assets | 2020-08-12 | $0 |
Total of all expenses incurred | 2020-08-12 | $9,755 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-08-12 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-08-12 | $0 |
Value of total assets at end of year | 2020-08-12 | $0 |
Value of total assets at beginning of year | 2020-08-12 | $2,029,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-08-12 | $9,755 |
Total interest from all sources | 2020-08-12 | $214 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-08-12 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-08-12 | No |
Was this plan covered by a fidelity bond | 2020-08-12 | Yes |
Value of fidelity bond cover | 2020-08-12 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-08-12 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-08-12 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-08-12 | No |
Participant contributions at end of year | 2020-08-12 | $0 |
Participant contributions at beginning of year | 2020-08-12 | $28,113 |
Total non interest bearing cash at end of year | 2020-08-12 | $0 |
Total non interest bearing cash at beginning of year | 2020-08-12 | $206 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-12 | No |
Value of net income/loss | 2020-08-12 | $25,173 |
Value of net assets at end of year (total assets less liabilities) | 2020-08-12 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-08-12 | $2,029,769 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-08-12 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-08-12 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-08-12 | No |
Investment advisory and management fees | 2020-08-12 | $5,916 |
Interest on participant loans | 2020-08-12 | $214 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-08-12 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-08-12 | $2,001,450 |
Net gain/loss from 103.12 investment entities | 2020-08-12 | $34,714 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-08-12 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-08-12 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-08-12 | No |
Contract administrator fees | 2020-08-12 | $3,839 |
Did the plan have assets held for investment | 2020-08-12 | 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 | 2020-08-12 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-08-12 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-08-12 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-08-12 | Disclaimer |
Accountancy firm name | 2020-08-12 | BAS PARTNERS |
Accountancy firm EIN | 2020-08-12 | 208779390 |
2019 : WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2019 401k financial data |
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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 | $807,001 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $66,616 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $45,091 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $496,346 |
Value of total assets at end of year | 2019-12-31 | $2,029,769 |
Value of total assets at beginning of year | 2019-12-31 | $1,289,384 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,525 |
Total interest from all sources | 2019-12-31 | $1,426 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $272,799 |
Participant contributions at end of year | 2019-12-31 | $28,113 |
Participant contributions at beginning of year | 2019-12-31 | $33,753 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $63,445 |
Total non interest bearing cash at end of year | 2019-12-31 | $206 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $740,385 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,029,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,289,384 |
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 |
Investment advisory and management fees | 2019-12-31 | $11,737 |
Interest on participant loans | 2019-12-31 | $1,426 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $2,001,450 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $1,255,631 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $309,229 |
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 | $160,102 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $45,091 |
Contract administrator fees | 2019-12-31 | $9,788 |
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 | BAS PARTNERS |
Accountancy firm EIN | 2019-12-31 | 208779390 |
2018 : WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,435 |
Total income from all sources (including contributions) | 2018-12-31 | $523,076 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $33,458 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $20,229 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $630,109 |
Value of total assets at end of year | 2018-12-31 | $1,289,384 |
Value of total assets at beginning of year | 2018-12-31 | $804,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $13,229 |
Total interest from all sources | 2018-12-31 | $2,241 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
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 | $225,235 |
Participant contributions at end of year | 2018-12-31 | $33,753 |
Participant contributions at beginning of year | 2018-12-31 | $46,179 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $269,731 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $4,435 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $4,435 |
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 | $489,618 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,289,384 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $799,766 |
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 |
Investment advisory and management fees | 2018-12-31 | $6,886 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $748,503 |
Interest on participant loans | 2018-12-31 | $2,241 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $1,255,631 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $23,824 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $-133,098 |
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 | $135,143 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $5,084 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $20,229 |
Contract administrator fees | 2018-12-31 | $6,343 |
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 | BAS PARTNERS |
Accountancy firm EIN | 2018-12-31 | 208779390 |
2017 : WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2017 401k financial data |
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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 | $4,435 |
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 | $321,816 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $21,610 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,993 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $216,359 |
Value of total assets at end of year | 2017-12-31 | $804,201 |
Value of total assets at beginning of year | 2017-12-31 | $499,560 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,617 |
Total interest from all sources | 2017-12-31 | $1,195 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $650 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $129,947 |
Participant contributions at end of year | 2017-12-31 | $46,179 |
Participant contributions at beginning of year | 2017-12-31 | $2,081 |
Participant contributions at beginning of year | 2017-12-31 | $7,506 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $18,327 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $23,923 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $4,435 |
Total non interest bearing cash at end of year | 2017-12-31 | $4,435 |
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 | $300,206 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $799,766 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $499,560 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $748,503 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $460,990 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $1,195 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $104,262 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $68,085 |
Employer contributions (assets) at end of year | 2017-12-31 | $5,084 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $5,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $15,993 |
Contract administrator fees | 2017-12-31 | $4,967 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | TANNER LLC |
Accountancy firm EIN | 2017-12-31 | 202253063 |
2016 : WASATCH PRODUCT DEVELOPMENT 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $181,687 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $9,068 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,074 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $155,524 |
Value of total assets at end of year | 2016-12-31 | $495,699 |
Value of total assets at beginning of year | 2016-12-31 | $323,080 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,994 |
Total interest from all sources | 2016-12-31 | $205 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $175 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $80,078 |
Participant contributions at end of year | 2016-12-31 | $2,081 |
Participant contributions at beginning of year | 2016-12-31 | $5,554 |
Participant contributions at end of year | 2016-12-31 | $7,506 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $20,062 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $172,619 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $495,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $323,080 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $2,344 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $460,990 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $317,526 |
Interest on participant loans | 2016-12-31 | $205 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $25,958 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $75,446 |
Employer contributions (assets) at end of year | 2016-12-31 | $5,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,074 |
Contract administrator fees | 2016-12-31 | $2,475 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | TANNER LLC |
Accountancy firm EIN | 2016-12-31 | 202253063 |