LINKHCM, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : LINKHCM MEP 401(K) PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $10,632,428 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,198,173 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,791,193 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,479,406 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $82,025 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,505,676 |
Value of total assets at end of year | 2022-12-31 | $0 |
Value of total assets at beginning of year | 2022-12-31 | $14,621,794 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $229,762 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $18,451 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $107,393 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $107,393 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,357,108 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $156,379 |
Participant contributions at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $8,699 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $3 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,989,366 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,621,794 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,562,516 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $3,187 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $15,264 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,902,896 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,829,693 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $139,869 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,479,406 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $229,762 |
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 | 2022-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | Yes |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | C DART, CPA |
Accountancy firm EIN | 2022-12-31 | 473105009 |
2021 : LINKHCM MEP 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $675,027 |
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 | $4,063,439 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,069,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $751,404 |
Value of total corrective distributions | 2021-12-31 | $104,416 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,384,467 |
Value of total assets at end of year | 2021-12-31 | $14,621,794 |
Value of total assets at beginning of year | 2021-12-31 | $10,952,344 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $213,196 |
Total interest from all sources | 2021-12-31 | $29,269 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $513,497 |
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 | $513,497 |
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 | No |
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 | $2,036,572 |
Participant contributions at end of year | 2021-12-31 | $156,379 |
Participant contributions at beginning of year | 2021-12-31 | $178,451 |
Participant contributions at end of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $90,844 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $3 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $1 |
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 | $2,994,423 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $14,621,794 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,952,344 |
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 | $12,562,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,577,224 |
Interest on participant loans | 2021-12-31 | $6,242 |
Interest earned on other investments | 2021-12-31 | $23,027 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,902,896 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,196,668 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,136,206 |
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 |
Contributions received in cash from employer | 2021-12-31 | $257,051 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $751,404 |
Contract administrator fees | 2021-12-31 | $213,196 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | C DART CPA |
Accountancy firm EIN | 2021-12-31 | 473105009 |
2020 : LINKHCM MEP 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $259,530 |
Total transfer of assets from this plan | 2020-12-31 | $224,066 |
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 | $2,829,323 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,429,947 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,301,029 |
Value of total corrective distributions | 2020-12-31 | $26,994 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,712,889 |
Value of total assets at end of year | 2020-12-31 | $10,952,344 |
Value of total assets at beginning of year | 2020-12-31 | $9,517,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $101,924 |
Total interest from all sources | 2020-12-31 | $33,208 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $5,325 |
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 | $5,325 |
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 | $1,494,791 |
Participant contributions at end of year | 2020-12-31 | $178,451 |
Participant contributions at beginning of year | 2020-12-31 | $164,239 |
Participant contributions at beginning of year | 2020-12-31 | $15,400 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $14,643 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $3,390 |
Total non interest bearing cash at end of year | 2020-12-31 | $1 |
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 | $1,399,376 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,952,344 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,517,504 |
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 |
Investment advisory and management fees | 2020-12-31 | $28,223 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,577,224 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,333,252 |
Interest on participant loans | 2020-12-31 | $7,442 |
Interest earned on other investments | 2020-12-31 | $25,766 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,196,668 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,077,901 |
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 | $203,455 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,223 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,301,029 |
Contract administrator fees | 2020-12-31 | $73,701 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | C DART CPA |
Accountancy firm EIN | 2020-12-31 | 473105009 |
2019 : LINKHCM MEP 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $129,917 |
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 | $2,814,747 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $883,043 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $768,781 |
Value of total corrective distributions | 2019-12-31 | $28,690 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,293,223 |
Value of total assets at end of year | 2019-12-31 | $9,517,504 |
Value of total assets at beginning of year | 2019-12-31 | $7,455,883 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $85,572 |
Total interest from all sources | 2019-12-31 | $7,966 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $215,368 |
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 | $215,368 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,026,863 |
Participant contributions at end of year | 2019-12-31 | $164,239 |
Participant contributions at beginning of year | 2019-12-31 | $155,687 |
Participant contributions at end of year | 2019-12-31 | $15,400 |
Participant contributions at beginning of year | 2019-12-31 | $11,909 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $26,634 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $3,390 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,980 |
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 | $1,931,704 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,517,504 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,455,883 |
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 | $8,279 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,333,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,283,333 |
Interest on participant loans | 2019-12-31 | $7,966 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,298,190 |
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 | $239,726 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,223 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,974 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $768,781 |
Contract administrator fees | 2019-12-31 | $77,293 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | C DART CPA |
Accountancy firm EIN | 2019-12-31 | 473105009 |
2018 : LINKHCM MEP 401(K) PLAN 2018 401k financial data |
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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 | $1,016,249 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $313,230 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $190,749 |
Value of total corrective distributions | 2018-12-31 | $45,450 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,359,181 |
Value of total assets at end of year | 2018-12-31 | $7,455,883 |
Value of total assets at beginning of year | 2018-12-31 | $6,752,864 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $77,031 |
Total interest from all sources | 2018-12-31 | $6,958 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $142,960 |
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 | $142,960 |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,040,419 |
Participant contributions at end of year | 2018-12-31 | $155,687 |
Participant contributions at beginning of year | 2018-12-31 | $145,332 |
Participant contributions at end of year | 2018-12-31 | $11,909 |
Participant contributions at beginning of year | 2018-12-31 | $12,812 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $85,129 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $2,980 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $2,222 |
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 | $703,019 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,455,883 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,752,864 |
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 | $7,073 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,283,333 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,590,875 |
Interest on participant loans | 2018-12-31 | $6,958 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-492,850 |
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 | $233,633 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,974 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $190,749 |
Contract administrator fees | 2018-12-31 | $69,958 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | C DART CPA |
Accountancy firm EIN | 2018-12-31 | 473105009 |
2017 : LINKHCM MEP 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $330,252 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,723,492 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $172,051 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $72,402 |
Value of total corrective distributions | 2017-12-31 | $39,590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,037,939 |
Value of total assets at end of year | 2017-12-31 | $6,752,864 |
Value of total assets at beginning of year | 2017-12-31 | $4,871,171 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $60,059 |
Total interest from all sources | 2017-12-31 | $4,708 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $126,252 |
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 | $126,252 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $869,562 |
Participant contributions at end of year | 2017-12-31 | $145,332 |
Participant contributions at beginning of year | 2017-12-31 | $87,991 |
Participant contributions at end of year | 2017-12-31 | $12,812 |
Participant contributions at beginning of year | 2017-12-31 | $19,500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,902 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $2,222 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,340 |
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 | $1,551,441 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,752,864 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,871,171 |
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 |
Investment advisory and management fees | 2017-12-31 | $5,757 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,590,875 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,760,407 |
Interest on participant loans | 2017-12-31 | $4,708 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $554,593 |
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 | $163,475 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,623 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,933 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $72,402 |
Contract administrator fees | 2017-12-31 | $54,302 |
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 | C DART CPA |
Accountancy firm EIN | 2017-12-31 | 473105009 |
2016 : LINKHCM MEP 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $18 |
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 | $1,180,962 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $327,347 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $241,024 |
Value of total corrective distributions | 2016-12-31 | $33,240 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $871,014 |
Value of total assets at end of year | 2016-12-31 | $4,871,171 |
Value of total assets at beginning of year | 2016-12-31 | $4,017,538 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $53,083 |
Total interest from all sources | 2016-12-31 | $3,989 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $86,532 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $86,532 |
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 | $711,835 |
Participant contributions at end of year | 2016-12-31 | $87,991 |
Participant contributions at beginning of year | 2016-12-31 | $118,681 |
Participant contributions at end of year | 2016-12-31 | $19,500 |
Participant contributions at beginning of year | 2016-12-31 | $12,661 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $23,702 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,340 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $2,658 |
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 | $853,615 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,871,171 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,017,538 |
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 | $4,820 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,760,407 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,882,258 |
Interest on participant loans | 2016-12-31 | $3,989 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $219,427 |
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 | $135,477 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,933 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,280 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $241,024 |
Contract administrator fees | 2016-12-31 | $48,263 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | C DART CPA |
Accountancy firm EIN | 2016-12-31 | 473105009 |
2015 : LINKHCM MEP 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $312,349 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $756,990 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $446,110 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $386,494 |
Value of total corrective distributions | 2015-12-31 | $16,550 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $760,271 |
Value of total assets at end of year | 2015-12-31 | $4,017,538 |
Value of total assets at beginning of year | 2015-12-31 | $3,394,309 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $43,066 |
Total interest from all sources | 2015-12-31 | $5,151 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $72,468 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $72,468 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $606,105 |
Participant contributions at end of year | 2015-12-31 | $118,681 |
Participant contributions at beginning of year | 2015-12-31 | $140,616 |
Participant contributions at end of year | 2015-12-31 | $12,661 |
Participant contributions at beginning of year | 2015-12-31 | $3,601 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $34,742 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $2,658 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $2,545 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $310,880 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,017,538 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,394,309 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $3,836 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,882,258 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,246,517 |
Interest on participant loans | 2015-12-31 | $5,151 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-80,900 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $119,424 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,280 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,030 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $386,494 |
Contract administrator fees | 2015-12-31 | $39,230 |
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 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE |
Accountancy firm EIN | 2015-12-31 | 200453834 |
2014 : LINKHCM MEP 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $135,100 |
Total transfer of assets from this plan | 2014-12-31 | $426,487 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $818,013 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $158,690 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $95,993 |
Value of total corrective distributions | 2014-12-31 | $24,007 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $647,211 |
Value of total assets at end of year | 2014-12-31 | $3,394,309 |
Value of total assets at beginning of year | 2014-12-31 | $3,026,373 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $38,690 |
Total interest from all sources | 2014-12-31 | $5,701 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $58,474 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $58,474 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $492,476 |
Participant contributions at end of year | 2014-12-31 | $140,616 |
Participant contributions at beginning of year | 2014-12-31 | $145,163 |
Participant contributions at end of year | 2014-12-31 | $3,601 |
Participant contributions at beginning of year | 2014-12-31 | $52,749 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $24,243 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $2,545 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $2,074 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $659,323 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,394,309 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,026,373 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $3,115 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,246,517 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,822,065 |
Interest on participant loans | 2014-12-31 | $5,701 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $106,627 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $130,492 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,030 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $4,322 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $95,993 |
Contract administrator fees | 2014-12-31 | $35,575 |
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 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE |
Accountancy firm EIN | 2014-12-31 | 200453834 |
2013 : LINKHCM MEP 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $1,596,857 |
Total transfer of assets from this plan | 2013-12-31 | $1,302,670 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $930,891 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $238,074 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $191,814 |
Value of total corrective distributions | 2013-12-31 | $7,468 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $636,215 |
Value of total assets at end of year | 2013-12-31 | $3,026,373 |
Value of total assets at beginning of year | 2013-12-31 | $2,039,369 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $38,792 |
Total interest from all sources | 2013-12-31 | $6,001 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $57,044 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $57,044 |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $490,968 |
Participant contributions at end of year | 2013-12-31 | $145,163 |
Participant contributions at beginning of year | 2013-12-31 | $98,763 |
Participant contributions at end of year | 2013-12-31 | $52,749 |
Participant contributions at beginning of year | 2013-12-31 | $3,110 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $6,900 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $2,074 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,226 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $692,817 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,026,373 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,039,369 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $3,155 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,822,065 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,935,298 |
Interest on participant loans | 2013-12-31 | $6,001 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $231,631 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $138,347 |
Employer contributions (assets) at end of year | 2013-12-31 | $4,322 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $972 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $191,814 |
Contract administrator fees | 2013-12-31 | $35,637 |
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 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE |
Accountancy firm EIN | 2013-12-31 | 200453834 |
2012 : LINKHCM MEP 401(K) PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $425,344 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $24,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,765 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $323,929 |
Value of total assets at end of year | 2012-12-31 | $2,039,369 |
Value of total assets at beginning of year | 2012-12-31 | $1,638,686 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $17,896 |
Total interest from all sources | 2012-12-31 | $2,941 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $25,265 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $25,265 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $220,655 |
Participant contributions at end of year | 2012-12-31 | $98,763 |
Participant contributions at beginning of year | 2012-12-31 | $59,818 |
Participant contributions at end of year | 2012-12-31 | $3,110 |
Participant contributions at beginning of year | 2012-12-31 | $2,743 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,424 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,226 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $115 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $400,683 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,039,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,638,686 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $1,531 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,935,298 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,575,015 |
Interest on participant loans | 2012-12-31 | $2,941 |
Interest earned on other investments | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $73,209 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $101,850 |
Employer contributions (assets) at end of year | 2012-12-31 | $972 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,765 |
Contract administrator fees | 2012-12-31 | $16,365 |
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 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | GOLDSTEIN, ZUGMAN, WEINSTEIN & POOL |
Accountancy firm EIN | 2012-12-31 | 200453834 |