THE WITMER GROUP, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE WITMER GROUP LLC GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2022 : THE WITMER GROUP LLC GROUP MEDICAL PLAN 2022 401k financial data |
|---|
| 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 | $177,393 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $68,336 |
| Total income from all sources (including contributions) | 2022-12-31 | $1,442,642 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,523,296 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,413,656 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,436,569 |
| Value of total assets at end of year | 2022-12-31 | $427,646 |
| Value of total assets at beginning of year | 2022-12-31 | $399,243 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $109,640 |
| Total interest from all sources | 2022-12-31 | $6,073 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| 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 | $308,967 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $307,526 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $41,482 |
| Administrative expenses (other) incurred | 2022-12-31 | $109,640 |
| 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 | $-80,654 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $250,253 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $330,907 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $120,120 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $357,761 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $357,761 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $6,073 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $418,118 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| 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 |
| Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
| Contributions received in cash from employer | 2022-12-31 | $1,127,602 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $995,538 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $177,393 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $68,336 |
| 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 | RKL LLP |
| Accountancy firm EIN | 2022-12-31 | 232108173 |
| 2021 : THE WITMER GROUP LLC GROUP MEDICAL PLAN 2021 401k financial data |
|---|
| 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 | $68,336 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $74,057 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,225,955 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,149,979 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,057,129 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,225,904 |
| Value of total assets at end of year | 2021-12-31 | $399,243 |
| Value of total assets at beginning of year | 2021-12-31 | $328,988 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $92,850 |
| Total interest from all sources | 2021-12-31 | $51 |
| 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 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| 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 | $297,879 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $41,482 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $3 |
| Administrative expenses (other) incurred | 2021-12-31 | $92,850 |
| 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 | $75,976 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $330,907 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $254,931 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $357,761 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $328,985 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $328,985 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $51 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $389,711 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
| Contributions received in cash from employer | 2021-12-31 | $928,025 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $667,418 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $68,336 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $74,057 |
| 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 | RKL LLP |
| Accountancy firm EIN | 2021-12-31 | 232108173 |
| 2020 : THE WITMER GROUP LLC GROUP MEDICAL PLAN 2020 401k financial data |
|---|
| 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 | $74,057 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,314,394 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,059,463 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $964,422 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,313,974 |
| Value of total assets at end of year | 2020-12-31 | $328,988 |
| Value of total assets at beginning of year | 2020-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $95,041 |
| Total interest from all sources | 2020-12-31 | $420 |
| 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 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| 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 | $297,670 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $3 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $95,041 |
| 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 | $254,931 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $254,931 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $328,985 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $420 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $368,248 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
| Contributions received in cash from employer | 2020-12-31 | $1,016,304 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $596,174 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $74,057 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
| 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 | RKL LLP |
| Accountancy firm EIN | 2020-12-31 | 232108173 |
