MED-LEGAL, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Measure | Date | Value |
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2022 : MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-04-07 | $-134,739 |
Total of all expenses incurred | 2022-04-07 | $1,962,839 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-07 | $1,948,114 |
Value of total assets at end of year | 2022-04-07 | $0 |
Value of total assets at beginning of year | 2022-04-07 | $2,097,578 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-07 | $14,725 |
Total interest from all sources | 2022-04-07 | $486 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-07 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-04-07 | $0 |
Was this plan covered by a fidelity bond | 2022-04-07 | Yes |
Value of fidelity bond cover | 2022-04-07 | $200,000 |
If this is an individual account plan, was there a blackout period | 2022-04-07 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-04-07 | No |
Participant contributions at end of year | 2022-04-07 | $0 |
Participant contributions at beginning of year | 2022-04-07 | $27,408 |
Participant contributions at end of year | 2022-04-07 | $0 |
Participant contributions at beginning of year | 2022-04-07 | $12,025 |
Total non interest bearing cash at end of year | 2022-04-07 | $0 |
Total non interest bearing cash at beginning of year | 2022-04-07 | $255 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-07 | No |
Value of net income/loss | 2022-04-07 | $-2,097,578 |
Value of net assets at end of year (total assets less liabilities) | 2022-04-07 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-04-07 | $2,097,578 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-07 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-07 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-04-07 | No |
Investment advisory and management fees | 2022-04-07 | $14,725 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-04-07 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-04-07 | $1,976,306 |
Interest on participant loans | 2022-04-07 | $486 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-04-07 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-04-07 | $81,584 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-04-07 | $81,584 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-04-07 | $-135,225 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-07 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-04-07 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-04-07 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-04-07 | $1,948,114 |
Did the plan have assets held for investment | 2022-04-07 | 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 | 2022-04-07 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-07 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-04-07 | Unqualified |
Accountancy firm name | 2022-04-07 | MAYER HOFFMAN MCCANN P.C |
Accountancy firm EIN | 2022-04-07 | 431947695 |
2021 : MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $553,902 |
Total of all expenses incurred | 2021-12-31 | $188,740 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $169,347 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $7,741 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $286,339 |
Value of total assets at end of year | 2021-12-31 | $2,097,578 |
Value of total assets at beginning of year | 2021-12-31 | $1,732,416 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $11,652 |
Total interest from all sources | 2021-12-31 | $2,376 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $283,428 |
Participant contributions at end of year | 2021-12-31 | $27,408 |
Participant contributions at beginning of year | 2021-12-31 | $28,589 |
Participant contributions at end of year | 2021-12-31 | $12,025 |
Participant contributions at beginning of year | 2021-12-31 | $12,189 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,911 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $255 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $255 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $365,162 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,097,578 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,732,416 |
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 |
Investment advisory and management fees | 2021-12-31 | $11,652 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,976,306 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,610,248 |
Interest on participant loans | 2021-12-31 | $1,927 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $81,584 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $81,135 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $81,135 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $449 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $265,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $0 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $169,347 |
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 | MAYER HOFFMAN MCCANN P.C |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $467,251 |
Total of all expenses incurred | 2020-12-31 | $189,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $172,739 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,610 |
Value of total corrective distributions | 2020-12-31 | $12,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $241,622 |
Value of total assets at end of year | 2020-12-31 | $1,732,416 |
Value of total assets at beginning of year | 2020-12-31 | $1,454,711 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,225 |
Total interest from all sources | 2020-12-31 | $2,262 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $241,622 |
Participant contributions at end of year | 2020-12-31 | $28,589 |
Participant contributions at beginning of year | 2020-12-31 | $38,316 |
Participant contributions at end of year | 2020-12-31 | $12,189 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $255 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $254 |
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 | $277,705 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,732,416 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,454,711 |
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 registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,610,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,414,544 |
Interest on participant loans | 2020-12-31 | $2,259 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $81,135 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,597 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,597 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $3 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $223,367 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $0 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $172,739 |
Contract administrator fees | 2020-12-31 | $2,225 |
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 | MAYER HOFFMAN MCCANN P.C |
Accountancy firm EIN | 2020-12-31 | 431947695 |
2019 : MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $500,742 |
Total of all expenses incurred | 2019-12-31 | $59,681 |
Total of all expenses incurred | 2019-12-31 | $59,681 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $55,623 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $267,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $267,705 |
Value of total assets at end of year | 2019-12-31 | $1,454,711 |
Value of total assets at end of year | 2019-12-31 | $1,454,711 |
Value of total assets at beginning of year | 2019-12-31 | $1,013,650 |
Value of total assets at beginning of year | 2019-12-31 | $1,013,650 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,058 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,058 |
Total interest from all sources | 2019-12-31 | $2,265 |
Total interest from all sources | 2019-12-31 | $2,265 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $56,117 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $56,117 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $56,117 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $56,117 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $150,000 |
Value of fidelity bond cover | 2019-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $267,705 |
Contributions received from participants | 2019-12-31 | $267,705 |
Participant contributions at end of year | 2019-12-31 | $38,316 |
Participant contributions at end of year | 2019-12-31 | $38,316 |
Participant contributions at beginning of year | 2019-12-31 | $15,314 |
Participant contributions at beginning of year | 2019-12-31 | $15,314 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $8,380 |
Participant contributions at beginning of year | 2019-12-31 | $8,380 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $254 |
Total non interest bearing cash at end of year | 2019-12-31 | $254 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $35 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $35 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $441,061 |
Value of net income/loss | 2019-12-31 | $441,061 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,454,711 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,454,711 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,013,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,013,650 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,414,544 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,414,544 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $986,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $986,944 |
Interest on participant loans | 2019-12-31 | $2,265 |
Interest on participant loans | 2019-12-31 | $2,265 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,597 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,597 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,110 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,110 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,110 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,110 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $174,655 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
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 | $0 |
Contributions received in cash from employer | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,867 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,867 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $55,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $55,623 |
Contract administrator fees | 2019-12-31 | $4,058 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN P.C |
Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN P.C |
Accountancy firm EIN | 2019-12-31 | 431947695 |
2018 : MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $213,065 |
Total of all expenses incurred | 2018-12-31 | $98,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $92,950 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $269,928 |
Value of total assets at end of year | 2018-12-31 | $1,013,650 |
Value of total assets at beginning of year | 2018-12-31 | $899,552 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,017 |
Total interest from all sources | 2018-12-31 | $1,139 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $43,558 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $43,558 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $102,000 |
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 | $269,928 |
Participant contributions at end of year | 2018-12-31 | $15,314 |
Participant contributions at beginning of year | 2018-12-31 | $15,341 |
Participant contributions at end of year | 2018-12-31 | $8,380 |
Participant contributions at beginning of year | 2018-12-31 | $11,899 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $35 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $35 |
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 | $114,098 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,013,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $899,552 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $986,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $869,509 |
Interest on participant loans | 2018-12-31 | $1,128 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,110 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $665 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $665 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $11 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-101,560 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at end of year | 2018-12-31 | $1,867 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,103 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $92,950 |
Contract administrator fees | 2018-12-31 | $6,017 |
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 | MAYER HOFFMAN MCCANN P.C |
Accountancy firm EIN | 2018-12-31 | 431947695 |
2017 : MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $371,798 |
Total of all expenses incurred | 2017-12-31 | $26,648 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $23,001 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,722 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $256,866 |
Value of total assets at end of year | 2017-12-31 | $899,552 |
Value of total assets at beginning of year | 2017-12-31 | $554,402 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,925 |
Total interest from all sources | 2017-12-31 | $861 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $80,000 |
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 | $233,912 |
Participant contributions at end of year | 2017-12-31 | $15,341 |
Participant contributions at beginning of year | 2017-12-31 | $20,213 |
Participant contributions at end of year | 2017-12-31 | $11,899 |
Participant contributions at beginning of year | 2017-12-31 | $9,477 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $20,851 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $35 |
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 | $345,150 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $899,552 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $554,402 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $1,925 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $869,509 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $512,243 |
Interest on participant loans | 2017-12-31 | $861 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $665 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $12,469 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $12,469 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $114,071 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,103 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,103 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $23,001 |
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 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2017-12-31 | 431947695 |
2016 : MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $188,208 |
Total of all expenses incurred | 2016-12-31 | $25,586 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $22,019 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $162,804 |
Value of total assets at end of year | 2016-12-31 | $554,402 |
Value of total assets at beginning of year | 2016-12-31 | $391,780 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,567 |
Total interest from all sources | 2016-12-31 | $9,976 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $15,428 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $15,428 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $40,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
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 | $142,647 |
Participant contributions at end of year | 2016-12-31 | $20,213 |
Participant contributions at beginning of year | 2016-12-31 | $28,056 |
Participant contributions at end of year | 2016-12-31 | $9,477 |
Participant contributions at beginning of year | 2016-12-31 | $2,852 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $20,157 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $162,622 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $554,402 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $391,780 |
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 registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $512,243 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $360,872 |
Interest on participant loans | 2016-12-31 | $1,072 |
Interest earned on other investments | 2016-12-31 | $8,904 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $12,469 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $0 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $22,019 |
Contract administrator fees | 2016-12-31 | $3,567 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
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 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2016-12-31 | 431947695 |
2015 : MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $96,801 |
Total of all expenses incurred | 2015-12-31 | $175,673 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $169,254 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $95,301 |
Value of total assets at end of year | 2015-12-31 | $391,780 |
Value of total assets at beginning of year | 2015-12-31 | $470,652 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,419 |
Total interest from all sources | 2015-12-31 | $1,315 |
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 | $40,000 |
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 | $89,271 |
Participant contributions at end of year | 2015-12-31 | $28,056 |
Participant contributions at beginning of year | 2015-12-31 | $36,132 |
Participant contributions at end of year | 2015-12-31 | $2,852 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $6,030 |
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 | $-78,872 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $391,780 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $470,652 |
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 | $360,872 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $434,520 |
Interest on participant loans | 2015-12-31 | $1,315 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $185 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $169,254 |
Contract administrator fees | 2015-12-31 | $6,419 |
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 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2015-12-31 | 431947695 |
2014 : MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $137 |
Total income from all sources (including contributions) | 2014-12-31 | $101,746 |
Total of all expenses incurred | 2014-12-31 | $9,358 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,327 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $80,778 |
Value of total assets at end of year | 2014-12-31 | $470,652 |
Value of total assets at beginning of year | 2014-12-31 | $378,401 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,031 |
Total interest from all sources | 2014-12-31 | $1,313 |
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 | $40,000 |
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 | $75,151 |
Participant contributions at end of year | 2014-12-31 | $36,132 |
Participant contributions at beginning of year | 2014-12-31 | $29,218 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $137 |
Other income not declared elsewhere | 2014-12-31 | $137 |
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 | $92,388 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $470,652 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $378,264 |
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 | $434,520 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $349,183 |
Interest on participant loans | 2014-12-31 | $1,313 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $19,518 |
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 | $5,627 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,327 |
Contract administrator fees | 2014-12-31 | $6,031 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
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 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2014-12-31 | 431947695 |
2013 : MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $137 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $89,730 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $81,070 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $75,679 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $17,590 |
Value of total assets at end of year | 2013-12-31 | $378,401 |
Value of total assets at beginning of year | 2013-12-31 | $369,604 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,391 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $444 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $40,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $17,590 |
Participant contributions at end of year | 2013-12-31 | $29,218 |
Participant contributions at beginning of year | 2013-12-31 | $6,417 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $137 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $8,660 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $378,264 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $369,604 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $349,183 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $363,187 |
Interest on participant loans | 2013-12-31 | $444 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $71,696 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $75,679 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $5,391 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MAYER HOFFMAN MCCANN P. C. |
Accountancy firm EIN | 2013-12-31 | 431947695 |
2012 : MED-LEGAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Expenses. Interest paid | 2012-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $84,887 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $37,650 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $32,910 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $39,206 |
Value of total assets at end of year | 2012-12-31 | $369,604 |
Value of total assets at beginning of year | 2012-12-31 | $322,367 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,740 |
Total income from rents | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $262 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2012-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $0 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $40,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $39,206 |
Participant contributions at end of year | 2012-12-31 | $6,417 |
Participant contributions at beginning of year | 2012-12-31 | $5,915 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $0 |
Value of net income/loss | 2012-12-31 | $47,237 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $369,604 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $322,367 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $0 |
Investment advisory and management fees | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $363,187 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $316,452 |
Interest on participant loans | 2012-12-31 | $262 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
Interest earned on other investments | 2012-12-31 | $0 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Asset value of US Government securities at end of year | 2012-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $45,419 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Assets. Value of employer real property at end of year | 2012-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $0 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Income. Dividends from preferred stock | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $32,910 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $0 |
Contract administrator fees | 2012-12-31 | $4,740 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2012-12-31 | 431947695 |