BURRELL COLLEGE OF OSTEOPATHIC MEDI CINE LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : BCOM RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $95,187 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $310,311 |
Total income from all sources (including contributions) | 2022-12-31 | $241,901 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $688,131 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $648,671 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,312,494 |
Value of total assets at end of year | 2022-12-31 | $6,982,427 |
Value of total assets at beginning of year | 2022-12-31 | $7,643,781 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $39,460 |
Total interest from all sources | 2022-12-31 | $9,877 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $207,668 |
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 | $207,668 |
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 | $843,037 |
Participant contributions at end of year | 2022-12-31 | $21,992 |
Participant contributions at beginning of year | 2022-12-31 | $66,039 |
Participant contributions at end of year | 2022-12-31 | $28,238 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $59,645 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $95,187 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $310,311 |
Other income not declared elsewhere | 2022-12-31 | $-2,946 |
Administrative expenses (other) incurred | 2022-12-31 | $6,459 |
Total non interest bearing cash at end of year | 2022-12-31 | $52,843 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $310,311 |
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 | $-446,230 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,887,240 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,333,470 |
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 |
Investment advisory and management fees | 2022-12-31 | $33,001 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,373,008 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,853,872 |
Interest on participant loans | 2022-12-31 | $2,146 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $492,767 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $413,559 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $413,559 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $7,731 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,285,192 |
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 | $409,812 |
Employer contributions (assets) at end of year | 2022-12-31 | $13,579 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $648,671 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : BCOM RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $310,311 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $69,102 |
Total income from all sources (including contributions) | 2021-12-31 | $2,328,199 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $260,922 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $224,158 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,549,973 |
Value of total assets at end of year | 2021-12-31 | $7,643,781 |
Value of total assets at beginning of year | 2021-12-31 | $5,335,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $36,764 |
Total interest from all sources | 2021-12-31 | $2,472 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $516,552 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $516,552 |
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 | $778,358 |
Participant contributions at end of year | 2021-12-31 | $66,039 |
Participant contributions at beginning of year | 2021-12-31 | $33,769 |
Participant contributions at beginning of year | 2021-12-31 | $20,004 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $392,887 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $64 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $310,311 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $69,102 |
Other income not declared elsewhere | 2021-12-31 | $310 |
Administrative expenses (other) incurred | 2021-12-31 | $5,855 |
Total non interest bearing cash at end of year | 2021-12-31 | $310,311 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $38,118 |
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 | $2,067,277 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,333,470 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,266,193 |
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 | $30,909 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,853,872 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,808,162 |
Interest on participant loans | 2021-12-31 | $2,393 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $413,559 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $427,286 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $427,286 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $79 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $258,892 |
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 | $378,728 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $7,892 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $224,158 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : BCOM RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $69,102 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $48,833 |
Total income from all sources (including contributions) | 2020-12-31 | $1,815,455 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $96,110 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $69,873 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,280,859 |
Value of total assets at end of year | 2020-12-31 | $5,335,295 |
Value of total assets at beginning of year | 2020-12-31 | $3,595,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $26,237 |
Total interest from all sources | 2020-12-31 | $2,687 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $119,301 |
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 | $119,301 |
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 | $746,588 |
Participant contributions at end of year | 2020-12-31 | $33,769 |
Participant contributions at beginning of year | 2020-12-31 | $31,267 |
Participant contributions at end of year | 2020-12-31 | $20,004 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $163,970 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $64 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $69,102 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $48,833 |
Other income not declared elsewhere | 2020-12-31 | $500 |
Administrative expenses (other) incurred | 2020-12-31 | $3,897 |
Total non interest bearing cash at end of year | 2020-12-31 | $38,118 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $48,833 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,719,345 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,266,193 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,546,848 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $22,340 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,808,162 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,415,549 |
Interest on participant loans | 2020-12-31 | $1,639 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $427,286 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $99,432 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $99,432 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,048 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $412,108 |
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 | $370,301 |
Employer contributions (assets) at end of year | 2020-12-31 | $7,892 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $69,873 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |