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AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameAQUA LUNG AMERICA 401(K) RETIREMENT PLAN
Plan identification number 001

AQUA LUNG AMERICA 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AQUA-LUNG AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:AQUA-LUNG AMERICA, INC.
Employer identification number (EIN):330442552
NAIC Classification:326200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AQUA LUNG AMERICA 401(K) RETIREMENT 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
0012017-03-01LIGAYA BOWMAN LIGAYA BOWMAN2018-10-10

Plan Statistics for AQUA LUNG AMERICA 401(K) RETIREMENT PLAN

401k plan membership statisitcs for AQUA LUNG AMERICA 401(K) RETIREMENT PLAN

Measure Date Value
2022: AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01247
Total number of active participants reported on line 7a of the Form 55002022-01-01139
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01235
Number of participants with account balances2022-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01229
Total number of active participants reported on line 7a of the Form 55002021-01-01164
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01247
Number of participants with account balances2021-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01245
Total number of active participants reported on line 7a of the Form 55002020-01-01171
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01229
Number of participants with account balances2020-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01255
Total number of active participants reported on line 7a of the Form 55002019-01-01193
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01245
Number of participants with account balances2019-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01249
Total number of active participants reported on line 7a of the Form 55002018-01-01225
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01255
Number of participants with account balances2018-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01236
Total number of active participants reported on line 7a of the Form 55002017-03-01237
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-0112
Total of all active and inactive participants2017-03-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-01249
Number of participants with account balances2017-03-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-016

Financial Data on AQUA LUNG AMERICA 401(K) RETIREMENT PLAN

Measure Date Value
2022 : AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,978,857
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,219,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,171,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,692,837
Value of total assets at end of year2022-12-31$20,445,663
Value of total assets at beginning of year2022-12-31$25,643,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,266
Total interest from all sources2022-12-31$22,490
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,037,090
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$1,037,090
Administrative expenses professional fees incurred2022-12-31$300
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$1,091,481
Participant contributions at end of year2022-12-31$406,954
Participant contributions at beginning of year2022-12-31$411,448
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$135,770
Administrative expenses (other) incurred2022-12-31$17,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,198,220
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,445,663
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,643,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,935,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,037,441
Interest on participant loans2022-12-31$22,490
Value of interest in common/collective trusts at end of year2022-12-31$3,089,888
Value of interest in common/collective trusts at beginning of year2022-12-31$2,175,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,750,231
Net investment gain or loss from common/collective trusts2022-12-31$18,957
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$465,586
Employer contributions (assets) at end of year2022-12-31$13,044
Employer contributions (assets) at beginning of year2022-12-31$19,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,171,097
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 name2022-12-31HUTCHINSON AND BLOODGOOD, LLP
Accountancy firm EIN2022-12-31950858589
2021 : AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$5,365,495
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,528,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,479,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,209,377
Value of total assets at end of year2021-12-31$25,643,883
Value of total assets at beginning of year2021-12-31$23,806,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,531
Total interest from all sources2021-12-31$25,107
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$943,308
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$943,308
Administrative expenses professional fees incurred2021-12-31$30,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,145,000
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$1,266,267
Participant contributions at end of year2021-12-31$411,448
Participant contributions at beginning of year2021-12-31$458,139
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$435,238
Administrative expenses (other) incurred2021-12-31$19,531
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$1,836,903
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,643,883
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,806,980
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$23,037,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,309,696
Interest on participant loans2021-12-31$25,107
Value of interest in common/collective trusts at end of year2021-12-31$2,175,645
Value of interest in common/collective trusts at beginning of year2021-12-31$2,022,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,141,887
Net investment gain or loss from common/collective trusts2021-12-31$45,816
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$507,872
Employer contributions (assets) at end of year2021-12-31$19,349
Employer contributions (assets) at beginning of year2021-12-31$16,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,479,061
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 name2021-12-31HUTCHINSON AND BLOODGOOD, LLP
Accountancy firm EIN2021-12-31950858589
2020 : AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,824,166
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,928,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,887,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,915,048
Value of total assets at end of year2020-12-31$23,806,980
Value of total assets at beginning of year2020-12-31$23,911,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,953
Total interest from all sources2020-12-31$28,212
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$647,879
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$647,879
Administrative expenses professional fees incurred2020-12-31$22,800
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,145,000
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$1,343,273
Participant contributions at end of year2020-12-31$458,139
Participant contributions at beginning of year2020-12-31$599,541
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$89,261
Other income not declared elsewhere2020-12-31$850
Administrative expenses (other) incurred2020-12-31$18,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-104,313
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,806,980
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,911,293
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$21,309,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,606,659
Interest on participant loans2020-12-31$28,212
Value of interest in common/collective trusts at end of year2020-12-31$2,022,987
Value of interest in common/collective trusts at beginning of year2020-12-31$1,686,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,187,048
Net investment gain or loss from common/collective trusts2020-12-31$45,129
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$482,514
Employer contributions (assets) at end of year2020-12-31$16,158
Employer contributions (assets) at beginning of year2020-12-31$18,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,887,526
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 name2020-12-31HUTCHINSON AND BLOODGOOD, LLP
Accountancy firm EIN2020-12-31950858589
2019 : AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,041,880
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,968,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,857,959
Expenses. Certain deemed distributions of participant loans2019-12-31$58,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,878,964
Value of total assets at end of year2019-12-31$23,911,293
Value of total assets at beginning of year2019-12-31$20,837,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,790
Total interest from all sources2019-12-31$30,910
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$769,006
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$769,006
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,145,000
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$1,344,838
Participant contributions at end of year2019-12-31$599,541
Participant contributions at beginning of year2019-12-31$598,101
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,575
Other income not declared elsewhere2019-12-31$442
Administrative expenses (other) incurred2019-12-31$21,790
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$3,073,793
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,911,293
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,837,500
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
Investment advisory and management fees2019-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,606,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,475,372
Interest on participant loans2019-12-31$30,910
Value of interest in common/collective trusts at end of year2019-12-31$1,686,192
Value of interest in common/collective trusts at beginning of year2019-12-31$1,746,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,324,310
Net investment gain or loss from common/collective trusts2019-12-31$38,248
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$524,551
Employer contributions (assets) at end of year2019-12-31$18,901
Employer contributions (assets) at beginning of year2019-12-31$17,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,857,959
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 name2019-12-31HUTCHINSON AND BLOODGOOD, LLP
Accountancy firm EIN2019-12-31950858589
2018 : AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$762,328
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$736,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$620,303
Expenses. Certain deemed distributions of participant loans2018-12-31$65,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,975,844
Value of total assets at end of year2018-12-31$20,837,500
Value of total assets at beginning of year2018-12-31$20,811,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,206
Total interest from all sources2018-12-31$35,735
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$768,127
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$768,127
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,145,000
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$1,340,021
Participant contributions at end of year2018-12-31$598,101
Participant contributions at beginning of year2018-12-31$702,132
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$43,976
Administrative expenses (other) incurred2018-12-31$21,206
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$25,645
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,837,500
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,811,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,475,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,212,176
Interest on participant loans2018-12-31$35,735
Value of interest in common/collective trusts at end of year2018-12-31$1,746,855
Value of interest in common/collective trusts at beginning of year2018-12-31$890,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,043,766
Net investment gain or loss from common/collective trusts2018-12-31$26,388
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$591,847
Employer contributions (assets) at end of year2018-12-31$17,172
Employer contributions (assets) at beginning of year2018-12-31$7,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$620,303
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 name2018-12-31HUTCHINSON AND BLOODGOOD, LLP
Accountancy firm EIN2018-12-31950858589
2017 : AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$17,241,867
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$4,029,040
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$459,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$396,511
Expenses. Certain deemed distributions of participant loans2017-12-31$21,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,033,860
Value of total assets at end of year2017-12-31$20,811,855
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,712
Total interest from all sources2017-12-31$23,642
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$564,803
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$564,803
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$1,086,522
Participant contributions at end of year2017-12-31$702,132
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$490,199
Administrative expenses (other) incurred2017-12-31$25,712
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$3,569,988
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,811,855
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,212,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$23,642
Value of interest in common/collective trusts at end of year2017-12-31$890,534
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,391,243
Net investment gain or loss from common/collective trusts2017-12-31$15,492
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$457,139
Employer contributions (assets) at end of year2017-12-31$7,013
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$396,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31HUTCHINSON AND BLOODGOOD, LLP
Accountancy firm EIN2017-12-31950858589

Form 5500 Responses for AQUA LUNG AMERICA 401(K) RETIREMENT PLAN

2022: AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AQUA LUNG AMERICA 401(K) RETIREMENT 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: AQUA LUNG AMERICA 401(K) RETIREMENT 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: AQUA LUNG AMERICA 401(K) RETIREMENT 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: AQUA LUNG AMERICA 401(K) RETIREMENT 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: AQUA LUNG AMERICA 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01First time form 5500 has been submittedYes
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement - TrustYes

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