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ABDO 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameABDO 401(K) PROFIT SHARING PLAN
Plan identification number 001

ABDO 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ABDO, LLP has sponsored the creation of one or more 401k plans.

Company Name:ABDO, LLP
Employer identification number (EIN):411397419
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABDO 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN ABDO JOHN ABDO2018-10-12
0012016-01-01JOHN ABDO JOHN ABDO2017-10-12
0012015-01-012016-10-11
0012015-01-01JOHN ABDO JOHN ABDO2016-10-11
0012014-01-01JOHN ABDO
0012013-01-01JOHN ABDO JOHN ABDO2014-07-30
0012012-01-01JOHN ABDO JOHN ABDO2013-10-09
0012011-01-01JOHN ABDO
0012010-01-01JOHN ABDO
0012009-01-01JOHN ABDO

Plan Statistics for ABDO 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ABDO 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ABDO 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01239
Total number of active participants reported on line 7a of the Form 55002022-01-01173
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0184
Total of all active and inactive participants2022-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01257
Number of participants with account balances2022-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: ABDO 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01222
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01239
Number of participants with account balances2021-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: ABDO 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-01147
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01219
Number of participants with account balances2020-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: ABDO 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01214
Total number of active participants reported on line 7a of the Form 55002019-01-01147
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01221
Number of participants with account balances2019-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: ABDO 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01203
Total number of active participants reported on line 7a of the Form 55002018-01-01140
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01204
Number of participants with account balances2018-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: ABDO 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01178
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01183
Number of participants with account balances2017-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: ABDO 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01148
Total number of active participants reported on line 7a of the Form 55002016-01-01114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01161
Number of participants with account balances2016-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: ABDO 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01140
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01142
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: ABDO 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01122
Total number of active participants reported on line 7a of the Form 55002014-01-01119
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01138
Number of participants with account balances2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: ABDO 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01107
Total number of active participants reported on line 7a of the Form 55002013-01-0197
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01113
Number of participants with account balances2013-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: ABDO 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0193
Total number of active participants reported on line 7a of the Form 55002012-01-0169
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0189
Number of participants with account balances2012-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: ABDO 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0197
Total number of active participants reported on line 7a of the Form 55002011-01-0175
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0191
Number of participants with account balances2011-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: ABDO 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0180
Total number of active participants reported on line 7a of the Form 55002010-01-0183
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0194
Number of participants with account balances2010-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: ABDO 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0166
Total number of active participants reported on line 7a of the Form 55002009-01-0171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0179
Number of participants with account balances2009-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on ABDO 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ABDO 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,884,550
Total of all expenses incurred2022-12-31$742,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$688,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,486,020
Value of total assets at end of year2022-12-31$23,290,188
Value of total assets at beginning of year2022-12-31$26,917,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,745
Total interest from all sources2022-12-31$169,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,466,621
Participant contributions at end of year2022-12-31$157,883
Participant contributions at beginning of year2022-12-31$215,983
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$141,098
Total non interest bearing cash at end of year2022-12-31$1,099,378
Total non interest bearing cash at beginning of year2022-12-31$939,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,627,411
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,290,188
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,917,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$20,083,266
Value of interest in pooled separate accounts at beginning of year2022-12-31$23,974,685
Interest on participant loans2022-12-31$9,066
Interest earned on other investments2022-12-31$160,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,051,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,023,483
Net investment gain/loss from pooled separate accounts2022-12-31$-5,540,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$878,301
Employer contributions (assets) at end of year2022-12-31$897,751
Employer contributions (assets) at beginning of year2022-12-31$764,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$688,116
Contract administrator fees2022-12-31$54,745
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2022-12-31416192096
2021 : ABDO 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,775,925
Total of all expenses incurred2021-12-31$619,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$601,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,136,452
Value of total assets at end of year2021-12-31$26,917,599
Value of total assets at beginning of year2021-12-31$22,761,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,700
Total interest from all sources2021-12-31$189,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,306,724
Participant contributions at end of year2021-12-31$215,983
Participant contributions at beginning of year2021-12-31$242,060
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$81,198
Total non interest bearing cash at end of year2021-12-31$939,012
Total non interest bearing cash at beginning of year2021-12-31$762,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,156,563
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,917,599
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,761,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$23,974,685
Value of interest in pooled separate accounts at beginning of year2021-12-31$19,664,492
Interest on participant loans2021-12-31$12,369
Interest earned on other investments2021-12-31$176,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,023,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,363,997
Net investment gain/loss from pooled separate accounts2021-12-31$2,450,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$748,530
Employer contributions (assets) at end of year2021-12-31$764,436
Employer contributions (assets) at beginning of year2021-12-31$727,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$601,662
Contract administrator fees2021-12-31$17,700
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2021-12-31416192096
2020 : ABDO 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,762,610
Total of all expenses incurred2020-12-31$2,222,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,219,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,462,850
Value of total assets at end of year2020-12-31$22,761,036
Value of total assets at beginning of year2020-12-31$18,221,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,210
Total interest from all sources2020-12-31$122,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,123,319
Participant contributions at end of year2020-12-31$242,060
Participant contributions at beginning of year2020-12-31$194,244
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$633,575
Total non interest bearing cash at end of year2020-12-31$762,592
Total non interest bearing cash at beginning of year2020-12-31$652,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,539,635
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,761,036
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,221,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$19,664,492
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,153,836
Interest on participant loans2020-12-31$12,328
Interest earned on other investments2020-12-31$110,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,363,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$555,889
Net investment gain/loss from pooled separate accounts2020-12-31$4,177,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$705,956
Employer contributions (assets) at end of year2020-12-31$727,895
Employer contributions (assets) at beginning of year2020-12-31$664,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,219,765
Contract administrator fees2020-12-31$3,210
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2020-12-31416192096
2019 : ABDO 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,854,790
Total of all expenses incurred2019-12-31$713,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$694,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,727,325
Value of total assets at end of year2019-12-31$18,221,401
Value of total assets at beginning of year2019-12-31$14,080,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,215
Total interest from all sources2019-12-31$166,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,019,616
Participant contributions at end of year2019-12-31$194,244
Participant contributions at beginning of year2019-12-31$218,460
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,206
Total non interest bearing cash at end of year2019-12-31$652,929
Total non interest bearing cash at beginning of year2019-12-31$497,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,140,879
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,221,401
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,080,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$16,153,836
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,404,168
Interest on participant loans2019-12-31$11,596
Interest earned on other investments2019-12-31$154,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$555,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$385,744
Net investment gain/loss from pooled separate accounts2019-12-31$2,960,897
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$664,503
Employer contributions (assets) at end of year2019-12-31$664,503
Employer contributions (assets) at beginning of year2019-12-31$574,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$694,696
Contract administrator fees2019-12-31$19,215
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2019-12-31416192096
2018 : ABDO 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,000,480
Total of all expenses incurred2018-12-31$1,553,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,548,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,830,791
Value of total assets at end of year2018-12-31$14,080,522
Value of total assets at beginning of year2018-12-31$14,633,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,533
Total interest from all sources2018-12-31$90,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$961,412
Participant contributions at end of year2018-12-31$218,460
Participant contributions at beginning of year2018-12-31$272,321
Participant contributions at beginning of year2018-12-31$21,008
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$295,186
Total non interest bearing cash at end of year2018-12-31$497,957
Total non interest bearing cash at beginning of year2018-12-31$448,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-552,902
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,080,522
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,633,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$12,404,168
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,941,040
Interest on participant loans2018-12-31$8,536
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$81,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$385,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$392,204
Net investment gain/loss from pooled separate accounts2018-12-31$-920,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$574,193
Employer contributions (assets) at end of year2018-12-31$574,193
Employer contributions (assets) at beginning of year2018-12-31$558,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,548,849
Contract administrator fees2018-12-31$4,533
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2018-12-31416192096
2017 : ABDO 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,055,278
Total of all expenses incurred2017-12-31$1,025,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,023,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,902,646
Value of total assets at end of year2017-12-31$14,633,424
Value of total assets at beginning of year2017-12-31$11,603,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,655
Total interest from all sources2017-12-31$84,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$895,087
Participant contributions at end of year2017-12-31$272,321
Participant contributions at beginning of year2017-12-31$184,912
Participant contributions at end of year2017-12-31$21,008
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,500
Total non interest bearing cash at end of year2017-12-31$448,298
Total non interest bearing cash at beginning of year2017-12-31$435,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,029,875
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,633,424
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,603,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$12,941,040
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,733,593
Interest on participant loans2017-12-31$8,098
Interest earned on other investments2017-12-31$76,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$392,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$249,553
Net investment gain/loss from pooled separate accounts2017-12-31$2,067,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$989,059
Employer contributions (assets) at end of year2017-12-31$558,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,023,748
Contract administrator fees2017-12-31$1,655
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2017-12-31416192096
2016 : ABDO 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,175,076
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$750,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$744,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,335,242
Value of total assets at end of year2016-12-31$11,603,549
Value of total assets at beginning of year2016-12-31$10,178,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,783
Total interest from all sources2016-12-31$87,291
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$785,706
Participant contributions at end of year2016-12-31$184,912
Participant contributions at beginning of year2016-12-31$221,008
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$112,770
Total non interest bearing cash at end of year2016-12-31$435,491
Total non interest bearing cash at beginning of year2016-12-31$359,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,424,644
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,603,549
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,178,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$10,733,593
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,315,682
Interest on participant loans2016-12-31$6,604
Interest earned on other investments2016-12-31$80,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$249,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$283,037
Net investment gain/loss from pooled separate accounts2016-12-31$752,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$436,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$744,649
Contract administrator fees2016-12-31$5,783
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2016-12-31416192096
2015 : ABDO 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$1,224,723
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$186,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$179,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,524,136
Value of total assets at end of year2015-12-31$10,178,905
Value of total assets at beginning of year2015-12-31$9,140,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,063
Total interest from all sources2015-12-31$11,422
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$812,386
Participant contributions at end of year2015-12-31$221,008
Participant contributions at beginning of year2015-12-31$138,852
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$311,786
Total non interest bearing cash at end of year2015-12-31$359,178
Total non interest bearing cash at beginning of year2015-12-31$357,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,038,383
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,178,905
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,140,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$9,315,682
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,433,691
Interest on participant loans2015-12-31$6,221
Interest earned on other investments2015-12-31$5,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$283,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$210,426
Net investment gain/loss from pooled separate accounts2015-12-31$-310,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$399,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$179,277
Contract administrator fees2015-12-31$7,063
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2015-12-31416192096
2014 : ABDO 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$21,063
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$1,238,040
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$47,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$47,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$925,430
Value of total assets at end of year2014-12-31$9,140,522
Value of total assets at beginning of year2014-12-31$7,929,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$675
Total interest from all sources2014-12-31$5,132
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$555,045
Participant contributions at end of year2014-12-31$138,852
Participant contributions at beginning of year2014-12-31$55,715
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$54,842
Total non interest bearing cash at end of year2014-12-31$357,553
Total non interest bearing cash at beginning of year2014-12-31$412,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,190,298
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,140,522
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,929,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$8,433,691
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,309,643
Interest on participant loans2014-12-31$2,401
Interest earned on other investments2014-12-31$2,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$210,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$151,211
Net investment gain/loss from pooled separate accounts2014-12-31$307,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$315,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$47,067
Contract administrator fees2014-12-31$675
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2014-12-31416192096
2013 : ABDO 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,197,140
Expenses. Total of all expenses incurred2013-12-31$137,549
Benefits paid (including direct rollovers)2013-12-31$131,371
Total plan assets at end of year2013-12-31$7,929,161
Total plan assets at beginning of year2013-12-31$5,869,570
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$506,437
Contributions received from other sources (not participants or employers)2013-12-31$33,311
Other income received2013-12-31$1,369,924
Net income (gross income less expenses)2013-12-31$2,059,591
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,929,161
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,869,570
Assets. Value of participant loans2013-12-31$55,715
Total contributions received or receivable from employer(s)2013-12-31$287,468
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,178
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ABDO 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,324,367
Expenses. Total of all expenses incurred2012-12-31$312,090
Benefits paid (including direct rollovers)2012-12-31$309,460
Total plan assets at end of year2012-12-31$5,869,570
Total plan assets at beginning of year2012-12-31$4,857,293
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$416,057
Other income received2012-12-31$632,192
Net income (gross income less expenses)2012-12-31$1,012,277
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,869,570
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,857,293
Assets. Value of participant loans2012-12-31$80,583
Total contributions received or receivable from employer(s)2012-12-31$276,118
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ABDO 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$964,199
Expenses. Total of all expenses incurred2011-12-31$76,620
Benefits paid (including direct rollovers)2011-12-31$66,263
Total plan assets at end of year2011-12-31$4,857,293
Total plan assets at beginning of year2011-12-31$3,969,714
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$423,806
Contributions received from other sources (not participants or employers)2011-12-31$446,213
Other income received2011-12-31$-164,661
Net income (gross income less expenses)2011-12-31$887,579
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,857,293
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,969,714
Assets. Value of participant loans2011-12-31$122,575
Total contributions received or receivable from employer(s)2011-12-31$258,841
Value of corrective distributions2011-12-31$4,842
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,515
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ABDO 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$90,709
Total income from all sources2010-12-31$1,076,985
Expenses. Total of all expenses incurred2010-12-31$32,220
Benefits paid (including direct rollovers)2010-12-31$28,967
Total plan assets at end of year2010-12-31$3,969,714
Total plan assets at beginning of year2010-12-31$2,834,240
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$333,620
Contributions received from other sources (not participants or employers)2010-12-31$139,935
Other income received2010-12-31$377,509
Net income (gross income less expenses)2010-12-31$1,044,765
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,969,714
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,834,240
Assets. Value of participant loans2010-12-31$185,232
Total contributions received or receivable from employer(s)2010-12-31$225,921
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,253
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ABDO 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ABDO 401(K) PROFIT SHARING PLAN

2022: ABDO 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ABDO 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ABDO 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ABDO 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ABDO 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ABDO 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ABDO 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ABDO 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ABDO 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ABDO 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ABDO 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ABDO 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ABDO 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ABDO 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67306
Policy instance 1
Insurance contract or identification number67306
Number of Individuals Covered231
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67306
Policy instance 1
Insurance contract or identification number67306
Number of Individuals Covered226
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67306
Policy instance 1
Insurance contract or identification number67306
Number of Individuals Covered210
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67306
Policy instance 1
Insurance contract or identification number67306
Number of Individuals Covered221
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $37,911
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $37,911
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67306
Policy instance 1
Insurance contract or identification number67306
Number of Individuals Covered204
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $34,502
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $34,502
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67306
Policy instance 1
Insurance contract or identification number67306
Number of Individuals Covered183
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,465
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,213
Insurance broker organization code?3
Insurance broker nameRBC WEALTH MANAGEMENT
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67306
Policy instance 1
Insurance contract or identification number67306
Number of Individuals Covered142
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $32,886
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,886
Insurance broker organization code?3
Insurance broker nameRBC WEALTH MANAGEMENT
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67306
Policy instance 1
Insurance contract or identification number67306
Number of Individuals Covered138
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,696
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,696
Insurance broker organization code?3
Insurance broker nameRBC WEALTH MANAGEMENT
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67306
Policy instance 1
Insurance contract or identification number67306
Number of Individuals Covered113
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $22,959
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,959
Insurance broker organization code?3
Insurance broker nameRBC WEALTH MANAGEMENT
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67306
Policy instance 1
Insurance contract or identification number67306
Number of Individuals Covered89
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,704
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,704
Insurance broker organization code?3
Insurance broker nameRICK J STERLING
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67306
Policy instance 1
Insurance contract or identification number67306
Number of Individuals Covered91
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,802
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67306
Policy instance 1
Insurance contract or identification number67306
Number of Individuals Covered94
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,369
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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