MONTEFINO VENTILATOR TRAINING has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MONTEFINO VENTILATOR TRAINING 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : MONTEFINO VENTILATOR TRAINING 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-10 | 167829 |
| Net assets as of the end of the plan year | 2025-07-10 | 2042855 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 1306733 |
| Value of plan covered by a fidelity bond | 2025-07-10 | 200000 |
| Participant contributions to plan in this plan year | 2025-07-10 | 437786 |
| Value of participant loans at end of plan year | 2025-07-10 | 73805 |
| Other contributions to plan in this plan year | 2025-07-10 | 24865 |
| Other income to plan in this plan year | 2025-07-10 | 219275 |
| Plan net income in this plan year | 2025-07-10 | 736122 |
| Net assets as of the end of the plan year | 2025-07-10 | 2042855 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 1306733 |
| Value of contributions failed to transmitted timely | 2025-07-10 | 0 |
| Employer contributions to plan in this plan year | 2025-07-10 | 222025 |
| Fees paid to broker by Benefit Provider | 2025-07-10 | 7053 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-10 | 31707 |
| 2024 : MONTEFINO VENTILATOR TRAINING 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-09 | 47665 |
| Net assets as of the end of the plan year | 2024-09-09 | 1306733 |
| Total assets as of the beginning of the plan year | 2024-09-09 | 649788 |
| Value of plan covered by a fidelity bond | 2024-09-09 | 64980 |
| Participant contributions to plan in this plan year | 2024-09-09 | 304263 |
| Value of participant loans at end of plan year | 2024-09-09 | 56999 |
| Other contributions to plan in this plan year | 2024-09-09 | 54188 |
| Other income to plan in this plan year | 2024-09-09 | 166579 |
| Plan net income in this plan year | 2024-09-09 | 656945 |
| Net assets as of the end of the plan year | 2024-09-09 | 1306733 |
| Net assets as of the beginning of the plan year | 2024-09-09 | 649788 |
| Value of contributions failed to transmitted timely | 2024-09-09 | 76348 |
| Employer contributions to plan in this plan year | 2024-09-09 | 179580 |
| Fees paid to broker by Benefit Provider | 2024-09-09 | 3899 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-09 | 18748 |
| 2022 : MONTEFINO VENTILATOR TRAINING 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $221,437 |
| Total of all expenses incurred | 2022-12-31 | $14,675 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,785 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $299,665 |
| Value of total assets at end of year | 2022-12-31 | $649,788 |
| Value of total assets at beginning of year | 2022-12-31 | $443,026 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $8,890 |
| Total interest from all sources | 2022-12-31 | $738 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $296 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $296 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $68,233 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $206,755 |
| Participant contributions at end of year | 2022-12-31 | $5,776 |
| Participant contributions at beginning of year | 2022-12-31 | $5,518 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $7,898 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,912 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $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 | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $206,762 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $649,788 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $443,026 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $642,213 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $423,786 |
| Interest on participant loans | 2022-12-31 | $729 |
| Interest earned on other investments | 2022-12-31 | $9 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,799 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,363 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-96,964 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $17,702 |
| 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 | Yes |
| 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 | $88,998 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $4,461 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,785 |
| Contract administrator fees | 2022-12-31 | $8,890 |
| 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 | 2022-12-31 | Yes |
| 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 | LAVINE, LOFGREN, MORRIS & ENGELBERG |
| Accountancy firm EIN | 2022-12-31 | 330690020 |
| Total income from all sources (including contributions) | 2022-01-01 | $221,437 |
| Total of all expenses incurred | 2022-01-01 | $14,675 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $5,785 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $299,665 |
| Value of total assets at end of year | 2022-01-01 | $649,788 |
| Value of total assets at beginning of year | 2022-01-01 | $443,026 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $8,890 |
| Total interest from all sources | 2022-01-01 | $738 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $296 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $296 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $68,233 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $206,755 |
| Participant contributions at end of year | 2022-01-01 | $5,776 |
| Participant contributions at beginning of year | 2022-01-01 | $5,518 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $7,898 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $3,912 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $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 | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $206,762 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $649,788 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $443,026 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $642,213 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $423,786 |
| Interest on participant loans | 2022-01-01 | $729 |
| Interest earned on other investments | 2022-01-01 | $9 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,799 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $1,363 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-96,964 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $17,702 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $88,998 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $4,461 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $5,785 |
| Contract administrator fees | 2022-01-01 | $8,890 |
| 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 | 2022-01-01 | Yes |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | LAVINE, LOFGREN, MORRIS & ENGELBERG |
| Accountancy firm EIN | 2022-01-01 | 330690020 |
