WEIL FOOT AND ANKLE INSTITUTE, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN
401k plan membership statisitcs for WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN
Measure | Date | Value |
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2020: WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 233 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 189 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 82 |
Total of all active and inactive participants | 2020-01-01 | 271 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 271 |
Number of participants with account balances | 2020-01-01 | 271 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 163 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 56 |
Total of all active and inactive participants | 2019-01-01 | 219 |
Total participants | 2019-01-01 | 219 |
Number of participants with account balances | 2019-01-01 | 219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 244 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 142 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 59 |
Total of all active and inactive participants | 2018-01-01 | 201 |
Total participants | 2018-01-01 | 201 |
Number of participants with account balances | 2018-01-01 | 201 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 51 |
Total of all active and inactive participants | 2017-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 150 |
Number of participants with account balances | 2017-01-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 25 |
Total of all active and inactive participants | 2016-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 98 |
Number of participants with account balances | 2016-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 14 |
Total of all active and inactive participants | 2015-01-01 | 112 |
Total participants | 2015-01-01 | 112 |
Number of participants with account balances | 2015-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2011: WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 79 |
Number of participants with account balances | 2011-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2010: WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 76 |
Number of participants with account balances | 2010-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
Total of all active and inactive participants | 2009-01-01 | 65 |
Total participants | 2009-01-01 | 65 |
Number of participants with account balances | 2009-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|
2020 : WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,725,371 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $157,076 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $140,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $690,221 |
Value of total assets at end of year | 2020-12-31 | $8,750,235 |
Value of total assets at beginning of year | 2020-12-31 | $7,181,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $16,658 |
Total interest from all sources | 2020-12-31 | $363 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $209,451 |
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 | $209,451 |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $372,970 |
Participant contributions at end of year | 2020-12-31 | $7,761 |
Participant contributions at beginning of year | 2020-12-31 | $12,982 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $173 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $752 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $268 |
Other income not declared elsewhere | 2020-12-31 | $110,660 |
Administrative expenses (other) incurred | 2020-12-31 | $16,569 |
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 | $1,568,295 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,750,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,181,940 |
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 | $89 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,728,954 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,365,959 |
Interest on participant loans | 2020-12-31 | $321 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $164,588 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $250,172 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $250,172 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $42 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $714,676 |
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 | No |
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 | $316,983 |
Employer contributions (assets) at end of year | 2020-12-31 | $316,983 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $225,972 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $140,418 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $531,776 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $326,103 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | FGMK, LLC |
Accountancy firm EIN | 2020-12-31 | 362929601 |
2019 : WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,772,866 |
Total income from all sources (including contributions) | 2019-12-31 | $1,772,866 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $525,917 |
Total of all expenses incurred | 2019-12-31 | $525,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $506,059 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $506,059 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $585,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $585,662 |
Value of total assets at end of year | 2019-12-31 | $7,181,940 |
Value of total assets at end of year | 2019-12-31 | $7,181,940 |
Value of total assets at beginning of year | 2019-12-31 | $5,934,991 |
Value of total assets at beginning of year | 2019-12-31 | $5,934,991 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,858 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,858 |
Total interest from all sources | 2019-12-31 | $741 |
Total interest from all sources | 2019-12-31 | $741 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $160,823 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $160,823 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $160,823 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $160,823 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $359,690 |
Contributions received from participants | 2019-12-31 | $359,690 |
Participant contributions at end of year | 2019-12-31 | $12,982 |
Participant contributions at end of year | 2019-12-31 | $12,982 |
Participant contributions at beginning of year | 2019-12-31 | $8,859 |
Participant contributions at beginning of year | 2019-12-31 | $8,859 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $91 |
Participant contributions at beginning of year | 2019-12-31 | $91 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $752 |
Other income not declared elsewhere | 2019-12-31 | $105,499 |
Other income not declared elsewhere | 2019-12-31 | $105,499 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
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 | $1,246,949 |
Value of net income/loss | 2019-12-31 | $1,246,949 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,181,940 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,181,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,934,991 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $19,858 |
Investment advisory and management fees | 2019-12-31 | $19,858 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,365,959 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,365,959 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,165,770 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,165,770 |
Interest on participant loans | 2019-12-31 | $496 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $250,172 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $250,172 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $306,047 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $306,047 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $306,047 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $306,047 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $245 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $245 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $920,141 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $920,141 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
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 | $225,972 |
Contributions received in cash from employer | 2019-12-31 | $225,972 |
Employer contributions (assets) at end of year | 2019-12-31 | $225,972 |
Employer contributions (assets) at end of year | 2019-12-31 | $225,972 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $288,745 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $288,745 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $506,059 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $506,059 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $326,103 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $326,103 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $165,479 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $165,479 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | FGMK, LLC |
Accountancy firm name | 2019-12-31 | FGMK, LLC |
Accountancy firm EIN | 2019-12-31 | 362929601 |
Accountancy firm EIN | 2019-12-31 | 362929601 |
2018 : WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $104,811 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $133,197 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $118,745 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $521,791 |
Value of total assets at end of year | 2018-12-31 | $5,934,991 |
Value of total assets at beginning of year | 2018-12-31 | $5,963,377 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $14,452 |
Total interest from all sources | 2018-12-31 | $717 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $183,382 |
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 | $183,382 |
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 | $257,826 |
Participant contributions at end of year | 2018-12-31 | $8,859 |
Participant contributions at beginning of year | 2018-12-31 | $23,831 |
Participant contributions at end of year | 2018-12-31 | $91 |
Participant contributions at beginning of year | 2018-12-31 | $45,915 |
Other income not declared elsewhere | 2018-12-31 | $-29,935 |
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 | $-28,386 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,934,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,963,377 |
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 | $14,452 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,165,770 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,158,898 |
Interest on participant loans | 2018-12-31 | $717 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $306,047 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $501,462 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $501,462 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-571,144 |
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 | No |
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 | $263,965 |
Employer contributions (assets) at end of year | 2018-12-31 | $288,745 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $233,271 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $118,745 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $165,479 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
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 | FGMK, LLC |
Accountancy firm EIN | 2018-12-31 | 362929601 |
2017 : WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $1,457,770 |
Expenses. Total of all expenses incurred | 2017-12-31 | $137,369 |
Benefits paid (including direct rollovers) | 2017-12-31 | $124,840 |
Total plan assets at end of year | 2017-12-31 | $5,963,377 |
Total plan assets at beginning of year | 2017-12-31 | $4,642,976 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $257,423 |
Other income received | 2017-12-31 | $708,458 |
Net income (gross income less expenses) | 2017-12-31 | $1,320,401 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,963,377 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,642,976 |
Assets. Value of participant loans | 2017-12-31 | $23,831 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $491,889 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $12,529 |
2016 : WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $464,791 |
Expenses. Total of all expenses incurred | 2016-12-31 | $5,283,095 |
Benefits paid (including direct rollovers) | 2016-12-31 | $5,268,604 |
Total plan assets at end of year | 2016-12-31 | $4,642,976 |
Total plan assets at beginning of year | 2016-12-31 | $9,461,280 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $160,600 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $204,761 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-4,818,304 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,642,976 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,461,280 |
Assets. Value of participant loans | 2016-12-31 | $42,992 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $99,430 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $1,017 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $13,474 |
2015 : WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-129,613 |
Expenses. Total of all expenses incurred | 2015-12-31 | $972,717 |
Benefits paid (including direct rollovers) | 2015-12-31 | $972,717 |
Total plan assets at end of year | 2015-12-31 | $9,461,280 |
Total plan assets at beginning of year | 2015-12-31 | $10,563,610 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $59,955 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-189,568 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-1,102,330 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $9,461,280 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,563,610 |
Assets. Value of participant loans | 2015-12-31 | $51,366 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2011 : WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $982,361 |
Expenses. Total of all expenses incurred | 2011-12-31 | $23,574 |
Benefits paid (including direct rollovers) | 2011-12-31 | $11,580 |
Total plan assets at end of year | 2011-12-31 | $8,988,855 |
Total plan assets at beginning of year | 2011-12-31 | $8,030,068 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $94,971 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $4,404 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $639,654 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $958,787 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,988,855 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,030,068 |
Assets. Value of participant loans | 2011-12-31 | $31,352 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $791,501 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $247,736 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,590 |
2010 : WEIL FOOT & ANKLE INSTITUTE, LTD. 401(K) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $1,138,737 |
Expenses. Total of all expenses incurred | 2010-12-31 | $41,657 |
Benefits paid (including direct rollovers) | 2010-12-31 | $30,972 |
Total plan assets at end of year | 2010-12-31 | $8,030,068 |
Total plan assets at beginning of year | 2010-12-31 | $6,932,988 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $79,025 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $809,428 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $1,097,080 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,030,068 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,932,988 |
Assets. Value of participant loans | 2010-12-31 | $26,409 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $507,064 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $250,284 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $10,685 |