MDWISE, INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2018 : MD WISE 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $9,159,368 |
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 | $1,364,859 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,467,166 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,371,193 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $95,973 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,073,820 |
Value of total assets at end of year | 2018-12-31 | $0 |
Value of total assets at beginning of year | 2018-12-31 | $11,261,675 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $15,974 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $806,717 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $270,135 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $77,781 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $55,710 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $124,658 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,102,307 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,261,675 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,664,051 |
Interest on participant loans | 2018-12-31 | $15,974 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-724,935 |
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 | $1,142,445 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $193,998 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,371,193 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | No |
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 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2018-12-31 | 381357951 |
2017 : MD WISE 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $812 |
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 | $3,652,443 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,334,944 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,334,944 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,287,008 |
Value of total assets at end of year | 2017-12-31 | $11,269,531 |
Value of total assets at beginning of year | 2017-12-31 | $8,951,220 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $8,807 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $854,866 |
Participant contributions at end of year | 2017-12-31 | $270,135 |
Participant contributions at beginning of year | 2017-12-31 | $190,413 |
Participant contributions at end of year | 2017-12-31 | $77,795 |
Participant contributions at beginning of year | 2017-12-31 | $27,200 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $55,710 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $96,810 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $3,000 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $40,438 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,317,499 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,268,719 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,951,220 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,664,051 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,588,380 |
Interest on participant loans | 2017-12-31 | $8,807 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,356,628 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,429,142 |
Employer contributions (assets) at end of year | 2017-12-31 | $201,840 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $48,417 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,294,506 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $812 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2017-12-31 | 350921680 |
2016 : MD WISE 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $766 |
Total income from all sources (including contributions) | 2016-12-31 | $2,748,296 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $972,919 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $918,812 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $54,107 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,124,778 |
Value of total assets at end of year | 2016-12-31 | $8,996,438 |
Value of total assets at beginning of year | 2016-12-31 | $7,221,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $8,915 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
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 | $741,651 |
Participant contributions at end of year | 2016-12-31 | $190,413 |
Participant contributions at beginning of year | 2016-12-31 | $225,185 |
Participant contributions at end of year | 2016-12-31 | $26,384 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $96,810 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $74,335 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $766 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $99,454 |
Value of net income/loss | 2016-12-31 | $1,775,377 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,996,438 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,221,061 |
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 | $111,206 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,588,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,898,576 |
Interest on participant loans | 2016-12-31 | $8,915 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $614,603 |
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 | $1,283,673 |
Employer contributions (assets) at end of year | 2016-12-31 | $94,451 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $23,731 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $918,812 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2016-12-31 | 350921680 |
2015 : MD WISE 401(K) PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $766 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $12,885 |
Total income from all sources (including contributions) | 2015-12-31 | $1,086,204 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,307,685 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,273,445 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $34,240 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,308,631 |
Value of total assets at end of year | 2015-12-31 | $7,221,827 |
Value of total assets at beginning of year | 2015-12-31 | $7,455,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $11,076 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $431,613 |
Participant contributions at end of year | 2015-12-31 | $225,185 |
Participant contributions at beginning of year | 2015-12-31 | $242,698 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $13,486 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $74,335 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $30,664 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $766 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $12,885 |
Other income not declared elsewhere | 2015-12-31 | $766 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-221,481 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,221,061 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,442,542 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,898,576 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,841,315 |
Interest on participant loans | 2015-12-31 | $11,076 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-234,269 |
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 | Yes |
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 | $846,354 |
Employer contributions (assets) at end of year | 2015-12-31 | $23,731 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $357,928 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,273,445 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2015-12-31 | 350921680 |
2014 : MD WISE 401(K) PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $12,885 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $555 |
Total income from all sources (including contributions) | 2014-12-31 | $1,513,839 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $899,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $801,693 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,154,340 |
Value of total assets at end of year | 2014-12-31 | $7,455,427 |
Value of total assets at beginning of year | 2014-12-31 | $6,828,532 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $97,581 |
Total interest from all sources | 2014-12-31 | $8,926 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $396,097 |
Participant contributions at end of year | 2014-12-31 | $242,698 |
Participant contributions at beginning of year | 2014-12-31 | $160,141 |
Participant contributions at end of year | 2014-12-31 | $13,486 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $46,128 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $12,885 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $555 |
Administrative expenses (other) incurred | 2014-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $555 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $614,565 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,442,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,827,977 |
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 | $97,581 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,841,315 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,502,474 |
Interest on participant loans | 2014-12-31 | $8,926 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $350,018 |
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 | $712,115 |
Employer contributions (assets) at end of year | 2014-12-31 | $357,928 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $165,917 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $801,693 |
Contract administrator fees | 2014-12-31 | $0 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2014-12-31 | 350921680 |
2013 : MD WISE 401(K) PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $555 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,965,290 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $981,848 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $965,589 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $16,259 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,076,053 |
Value of total assets at end of year | 2013-12-31 | $6,828,532 |
Value of total assets at beginning of year | 2013-12-31 | $5,844,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $554 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $397,472 |
Participant contributions at end of year | 2013-12-31 | $160,141 |
Participant contributions at beginning of year | 2013-12-31 | $126,502 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $11,568 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $103 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $555 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $983,442 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,827,977 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,844,535 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,502,474 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,538,180 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $554 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $888,683 |
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 | $678,478 |
Employer contributions (assets) at end of year | 2013-12-31 | $165,917 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $168,285 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $965,589 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2013-12-31 | 350921680 |
2012 : MD WISE 401(K) PLAN 2012 401k financial data |
---|
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 | $1,522,055 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $311,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $292,609 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $8,345 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,061,132 |
Value of total assets at end of year | 2012-12-31 | $5,844,535 |
Value of total assets at beginning of year | 2012-12-31 | $4,633,586 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $10,152 |
Total interest from all sources | 2012-12-31 | $4,588 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $400,808 |
Participant contributions at end of year | 2012-12-31 | $126,502 |
Participant contributions at beginning of year | 2012-12-31 | $117,618 |
Participant contributions at end of year | 2012-12-31 | $11,568 |
Participant contributions at beginning of year | 2012-12-31 | $29,694 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $25,410 |
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 | $1,210,949 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,844,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,633,586 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,538,180 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,157,448 |
Interest on participant loans | 2012-12-31 | $4,588 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $456,335 |
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 | $634,914 |
Employer contributions (assets) at end of year | 2012-12-31 | $168,285 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $328,826 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $292,609 |
Contract administrator fees | 2012-12-31 | $10,152 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2012-12-31 | 350921680 |
2011 : MD WISE 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $907,197 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $320,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $315,422 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $993,353 |
Value of total assets at end of year | 2011-12-31 | $4,633,586 |
Value of total assets at beginning of year | 2011-12-31 | $4,046,671 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,860 |
Total interest from all sources | 2011-12-31 | $3,479 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $378,552 |
Participant contributions at end of year | 2011-12-31 | $117,618 |
Participant contributions at beginning of year | 2011-12-31 | $53,809 |
Participant contributions at end of year | 2011-12-31 | $29,694 |
Participant contributions at beginning of year | 2011-12-31 | $12,532 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $14,204 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $586,915 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,633,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,046,671 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,157,448 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,678,184 |
Interest on participant loans | 2011-12-31 | $3,479 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-89,635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $600,597 |
Employer contributions (assets) at end of year | 2011-12-31 | $328,826 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $302,146 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $315,422 |
Contract administrator fees | 2011-12-31 | $4,860 |
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 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2011-12-31 | 350921680 |
2010 : MD WISE 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,299,336 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $54,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $50,097 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $1,100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $955,570 |
Value of total assets at end of year | 2010-12-31 | $4,046,671 |
Value of total assets at beginning of year | 2010-12-31 | $2,802,216 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,684 |
Total interest from all sources | 2010-12-31 | $2,085 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $363,632 |
Participant contributions at end of year | 2010-12-31 | $53,809 |
Participant contributions at beginning of year | 2010-12-31 | $28,742 |
Participant contributions at end of year | 2010-12-31 | $12,532 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $21,107 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $2,255 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,244,455 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,046,671 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,802,216 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,678,184 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,598,594 |
Interest on participant loans | 2010-12-31 | $2,085 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $341,681 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $570,831 |
Employer contributions (assets) at end of year | 2010-12-31 | $302,146 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $174,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $50,097 |
Contract administrator fees | 2010-12-31 | $1,429 |
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 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2010-12-31 | 350921680 |