ABDO, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ABDO 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2022: ABDO 401(K) PROFIT SHARING PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 239 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 173 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 84 |
Total of all active and inactive participants | 2022-01-01 | 257 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 257 |
Number of participants with account balances | 2022-01-01 | 241 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 20 |
2021: ABDO 401(K) PROFIT SHARING PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 222 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 82 |
Total of all active and inactive participants | 2021-01-01 | 239 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 239 |
Number of participants with account balances | 2021-01-01 | 226 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 14 |
2020: ABDO 401(K) PROFIT SHARING PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 222 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 147 |
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 | 72 |
Total of all active and inactive participants | 2020-01-01 | 219 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 219 |
Number of participants with account balances | 2020-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 16 |
2019: ABDO 401(K) PROFIT SHARING PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 214 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 74 |
Total of all active and inactive participants | 2019-01-01 | 221 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 221 |
Number of participants with account balances | 2019-01-01 | 211 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 16 |
2018: ABDO 401(K) PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 140 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 64 |
Total of all active and inactive participants | 2018-01-01 | 204 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 204 |
Number of participants with account balances | 2018-01-01 | 198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 14 |
2017: ABDO 401(K) PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 120 |
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 | 63 |
Total of all active and inactive participants | 2017-01-01 | 183 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 183 |
Number of participants with account balances | 2017-01-01 | 176 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 9 |
2016: ABDO 401(K) PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 114 |
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 | 47 |
Total of all active and inactive participants | 2016-01-01 | 161 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 161 |
Number of participants with account balances | 2016-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
2015: ABDO 401(K) PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 113 |
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 | 29 |
Total of all active and inactive participants | 2015-01-01 | 142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 142 |
Number of participants with account balances | 2015-01-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 7 |
2014: ABDO 401(K) PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 19 |
Total of all active and inactive participants | 2014-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 138 |
Number of participants with account balances | 2014-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: ABDO 401(K) PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 16 |
Total of all active and inactive participants | 2013-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 113 |
Number of participants with account balances | 2013-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: ABDO 401(K) PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 69 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 20 |
Total of all active and inactive participants | 2012-01-01 | 89 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 89 |
Number of participants with account balances | 2012-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 6 |
2011: ABDO 401(K) PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 75 |
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 | 16 |
Total of all active and inactive participants | 2011-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 91 |
Number of participants with account balances | 2011-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 7 |
2010: ABDO 401(K) PROFIT SHARING PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 83 |
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 | 11 |
Total of all active and inactive participants | 2010-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 94 |
Number of participants with account balances | 2010-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: ABDO 401(K) PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 71 |
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 | 8 |
Total of all active and inactive participants | 2009-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 79 |
Number of participants with account balances | 2009-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
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 incurred | 2022-12-31 | $742,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $23,290,188 |
Value of total assets at beginning of year | 2022-12-31 | $26,917,599 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $54,745 |
Total interest from all sources | 2022-12-31 | $169,431 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,466,621 |
Participant contributions at end of year | 2022-12-31 | $157,883 |
Participant contributions at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $1,099,378 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $20,083,266 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $23,974,685 |
Interest on participant loans | 2022-12-31 | $9,066 |
Interest earned on other investments | 2022-12-31 | $160,365 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,051,910 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,023,483 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-5,540,001 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $878,301 |
Employer contributions (assets) at end of year | 2022-12-31 | $897,751 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $764,436 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $688,116 |
Contract administrator fees | 2022-12-31 | $54,745 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BOYUM & BARENSCHEER PLLP |
Accountancy firm EIN | 2022-12-31 | 416192096 |
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 incurred | 2021-12-31 | $619,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $26,917,599 |
Value of total assets at beginning of year | 2021-12-31 | $22,761,036 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $17,700 |
Total interest from all sources | 2021-12-31 | $189,036 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,306,724 |
Participant contributions at end of year | 2021-12-31 | $215,983 |
Participant contributions at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $939,012 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $23,974,685 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $19,664,492 |
Interest on participant loans | 2021-12-31 | $12,369 |
Interest earned on other investments | 2021-12-31 | $176,667 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,023,483 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,363,997 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $2,450,437 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $748,530 |
Employer contributions (assets) at end of year | 2021-12-31 | $764,436 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $727,895 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $601,662 |
Contract administrator fees | 2021-12-31 | $17,700 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BOYUM & BARENSCHEER PLLP |
Accountancy firm EIN | 2021-12-31 | 416192096 |
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 incurred | 2020-12-31 | $2,222,975 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $22,761,036 |
Value of total assets at beginning of year | 2020-12-31 | $18,221,401 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,210 |
Total interest from all sources | 2020-12-31 | $122,476 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,123,319 |
Participant contributions at end of year | 2020-12-31 | $242,060 |
Participant contributions at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $762,592 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | 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 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $19,664,492 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $16,153,836 |
Interest on participant loans | 2020-12-31 | $12,328 |
Interest earned on other investments | 2020-12-31 | $110,148 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,363,997 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $555,889 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $4,177,284 |
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 | $705,956 |
Employer contributions (assets) at end of year | 2020-12-31 | $727,895 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $664,503 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,219,765 |
Contract administrator fees | 2020-12-31 | $3,210 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BOYUM & BARENSCHEER PLLP |
Accountancy firm EIN | 2020-12-31 | 416192096 |
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 incurred | 2019-12-31 | $713,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $18,221,401 |
Value of total assets at beginning of year | 2019-12-31 | $14,080,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,215 |
Total interest from all sources | 2019-12-31 | $166,568 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,019,616 |
Participant contributions at end of year | 2019-12-31 | $194,244 |
Participant contributions at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $652,929 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | 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 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $16,153,836 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $12,404,168 |
Interest on participant loans | 2019-12-31 | $11,596 |
Interest earned on other investments | 2019-12-31 | $154,972 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $555,889 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $385,744 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $2,960,897 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
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 |
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 | $664,503 |
Employer contributions (assets) at end of year | 2019-12-31 | $664,503 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $574,193 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $694,696 |
Contract administrator fees | 2019-12-31 | $19,215 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BOYUM & BARENSCHEER PLLP |
Accountancy firm EIN | 2019-12-31 | 416192096 |
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 incurred | 2018-12-31 | $1,553,382 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $14,080,522 |
Value of total assets at beginning of year | 2018-12-31 | $14,633,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,533 |
Total interest from all sources | 2018-12-31 | $90,489 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $961,412 |
Participant contributions at end of year | 2018-12-31 | $218,460 |
Participant contributions at beginning of year | 2018-12-31 | $272,321 |
Participant contributions at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $497,957 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $12,404,168 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $12,941,040 |
Interest on participant loans | 2018-12-31 | $8,536 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $81,953 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $385,744 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $392,204 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-920,800 |
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 | $574,193 |
Employer contributions (assets) at end of year | 2018-12-31 | $574,193 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $558,553 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,548,849 |
Contract administrator fees | 2018-12-31 | $4,533 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BOYUM & BARENSCHEER PLLP |
Accountancy firm EIN | 2018-12-31 | 416192096 |
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 incurred | 2017-12-31 | $1,025,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $14,633,424 |
Value of total assets at beginning of year | 2017-12-31 | $11,603,549 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,655 |
Total interest from all sources | 2017-12-31 | $84,888 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $895,087 |
Participant contributions at end of year | 2017-12-31 | $272,321 |
Participant contributions at beginning of year | 2017-12-31 | $184,912 |
Participant contributions at end of year | 2017-12-31 | $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 year | 2017-12-31 | $448,298 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $12,941,040 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $10,733,593 |
Interest on participant loans | 2017-12-31 | $8,098 |
Interest earned on other investments | 2017-12-31 | $76,790 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $392,204 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $249,553 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $2,067,744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $989,059 |
Employer contributions (assets) at end of year | 2017-12-31 | $558,553 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,023,748 |
Contract administrator fees | 2017-12-31 | $1,655 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BOYUM & BARENSCHEER PLLP |
Accountancy firm EIN | 2017-12-31 | 416192096 |
2016 : ABDO 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,175,076 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $750,432 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $11,603,549 |
Value of total assets at beginning of year | 2016-12-31 | $10,178,905 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,783 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $785,706 |
Participant contributions at end of year | 2016-12-31 | $184,912 |
Participant contributions at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $435,491 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $10,733,593 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $9,315,682 |
Interest on participant loans | 2016-12-31 | $6,604 |
Interest earned on other investments | 2016-12-31 | $80,687 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $249,553 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $283,037 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $752,543 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $436,766 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $744,649 |
Contract administrator fees | 2016-12-31 | $5,783 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BOYUM & BARENSCHEER PLLP |
Accountancy firm EIN | 2016-12-31 | 416192096 |
2015 : ABDO 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $186,340 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $10,178,905 |
Value of total assets at beginning of year | 2015-12-31 | $9,140,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,063 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $812,386 |
Participant contributions at end of year | 2015-12-31 | $221,008 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $359,178 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $9,315,682 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $8,433,691 |
Interest on participant loans | 2015-12-31 | $6,221 |
Interest earned on other investments | 2015-12-31 | $5,201 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $283,037 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $210,426 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-310,835 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $399,964 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $179,277 |
Contract administrator fees | 2015-12-31 | $7,063 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BOYUM & BARENSCHEER PLLP |
Accountancy firm EIN | 2015-12-31 | 416192096 |
2014 : ABDO 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $47,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $9,140,522 |
Value of total assets at beginning of year | 2014-12-31 | $7,929,161 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $675 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $555,045 |
Participant contributions at end of year | 2014-12-31 | $138,852 |
Participant contributions at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $357,553 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $8,433,691 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $7,309,643 |
Interest on participant loans | 2014-12-31 | $2,401 |
Interest earned on other investments | 2014-12-31 | $2,731 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $210,426 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $151,211 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $307,478 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $315,543 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $47,067 |
Contract administrator fees | 2014-12-31 | $675 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BOYUM & BARENSCHEER PLLP |
Accountancy firm EIN | 2014-12-31 | 416192096 |
2013 : ABDO 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $2,197,140 |
Expenses. Total of all expenses incurred | 2013-12-31 | $137,549 |
Benefits paid (including direct rollovers) | 2013-12-31 | $131,371 |
Total plan assets at end of year | 2013-12-31 | $7,929,161 |
Total plan assets at beginning of year | 2013-12-31 | $5,869,570 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $506,437 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $33,311 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : ABDO 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $1,324,367 |
Expenses. Total of all expenses incurred | 2012-12-31 | $312,090 |
Benefits paid (including direct rollovers) | 2012-12-31 | $309,460 |
Total plan assets at end of year | 2012-12-31 | $5,869,570 |
Total plan assets at beginning of year | 2012-12-31 | $4,857,293 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $416,057 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : ABDO 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $964,199 |
Expenses. Total of all expenses incurred | 2011-12-31 | $76,620 |
Benefits paid (including direct rollovers) | 2011-12-31 | $66,263 |
Total plan assets at end of year | 2011-12-31 | $4,857,293 |
Total plan assets at beginning of year | 2011-12-31 | $3,969,714 |
Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
Total contributions received or receivable from participants | 2011-12-31 | $423,806 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $446,213 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $122,575 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $258,841 |
Value of corrective distributions | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2010 : ABDO 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $90,709 |
Total income from all sources | 2010-12-31 | $1,076,985 |
Expenses. Total of all expenses incurred | 2010-12-31 | $32,220 |
Benefits paid (including direct rollovers) | 2010-12-31 | $28,967 |
Total plan assets at end of year | 2010-12-31 | $3,969,714 |
Total plan assets at beginning of year | 2010-12-31 | $2,834,240 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $333,620 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $139,935 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |