ROBERTS OXYGEN COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERTS OXYGEN COMPANY 401(K) PLAN
Measure | Date | Value |
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2022 : ROBERTS OXYGEN COMPANY 401(K) 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $608,248 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $177,224 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $153,099 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,596,852 |
Value of total assets at end of year | 2022-12-31 | $5,226,836 |
Value of total assets at beginning of year | 2022-12-31 | $4,795,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $24,125 |
Total interest from all sources | 2022-12-31 | $3,456 |
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 | $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 | $800,791 |
Participant contributions at end of year | 2022-12-31 | $107,184 |
Participant contributions at beginning of year | 2022-12-31 | $98,960 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $21,436 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $796,061 |
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 | $431,024 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,226,836 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,795,812 |
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 | $17,244 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,101,881 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,656,313 |
Interest on participant loans | 2022-12-31 | $3,390 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $17,771 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $19,103 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $19,103 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $66 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-992,060 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $153,099 |
Contract administrator fees | 2022-12-31 | $6,881 |
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 | PHILLIPS & ASSOCIATES, LLC |
Accountancy firm EIN | 2022-12-31 | 522009588 |
2021 : ROBERTS OXYGEN COMPANY 401(K) 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,543,820 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $367,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $347,462 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,127,569 |
Value of total assets at end of year | 2021-12-31 | $4,795,812 |
Value of total assets at beginning of year | 2021-12-31 | $2,619,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $20,146 |
Total interest from all sources | 2021-12-31 | $2,991 |
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 | $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 | $586,146 |
Participant contributions at end of year | 2021-12-31 | $98,960 |
Participant contributions at beginning of year | 2021-12-31 | $55,075 |
Participant contributions at end of year | 2021-12-31 | $21,436 |
Participant contributions at beginning of year | 2021-12-31 | $15,313 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,541,423 |
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 | $2,176,212 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,795,812 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,619,600 |
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 | $13,275 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,656,313 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,536,008 |
Interest on participant loans | 2021-12-31 | $2,919 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $19,103 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $13,204 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $13,204 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $72 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $413,260 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $347,462 |
Contract administrator fees | 2021-12-31 | $6,871 |
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 | PHILLIPS & ASSOCIATES, LLC |
Accountancy firm EIN | 2021-12-31 | 522009588 |
2020 : ROBERTS OXYGEN COMPANY 401(K) 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 | $0 |
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 | $882,550 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $40,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $26,317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $470,199 |
Value of total assets at end of year | 2020-12-31 | $2,619,600 |
Value of total assets at beginning of year | 2020-12-31 | $1,777,209 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $13,842 |
Total interest from all sources | 2020-12-31 | $1,729 |
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 | $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 | $436,931 |
Participant contributions at end of year | 2020-12-31 | $55,075 |
Participant contributions at beginning of year | 2020-12-31 | $20,607 |
Participant contributions at end of year | 2020-12-31 | $15,313 |
Participant contributions at beginning of year | 2020-12-31 | $3,090 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $33,268 |
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 | $842,391 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,619,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,777,209 |
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 | $7,090 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,536,008 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,751,926 |
Interest on participant loans | 2020-12-31 | $1,649 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $13,204 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,586 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,586 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $80 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $410,622 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $26,317 |
Contract administrator fees | 2020-12-31 | $6,752 |
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 | PHILLIPS & ASSOCIATES, LLC |
Accountancy firm EIN | 2020-12-31 | 522009588 |
2019 : ROBERTS OXYGEN COMPANY 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $625,070 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $80,675 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $69,374 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $331,736 |
Value of total assets at end of year | 2019-12-31 | $1,777,209 |
Value of total assets at beginning of year | 2019-12-31 | $1,232,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $11,301 |
Total interest from all sources | 2019-12-31 | $790 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $303,607 |
Participant contributions at end of year | 2019-12-31 | $20,607 |
Participant contributions at beginning of year | 2019-12-31 | $18,198 |
Participant contributions at end of year | 2019-12-31 | $3,090 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $28,129 |
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 | $544,395 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,777,209 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,232,814 |
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 |
Investment advisory and management fees | 2019-12-31 | $5,350 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,751,926 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,213,765 |
Interest on participant loans | 2019-12-31 | $709 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,586 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $851 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $851 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $81 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $292,544 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $69,374 |
Contract administrator fees | 2019-12-31 | $5,951 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | PHILLIPS & ASSOCIATES, LLC |
Accountancy firm EIN | 2019-12-31 | 522009588 |
2018 : ROBERTS OXYGEN COMPANY 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $155,125 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $168,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $158,498 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $226,740 |
Value of total assets at end of year | 2018-12-31 | $1,232,814 |
Value of total assets at beginning of year | 2018-12-31 | $1,246,053 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,866 |
Total interest from all sources | 2018-12-31 | $820 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $197,608 |
Participant contributions at end of year | 2018-12-31 | $18,198 |
Participant contributions at beginning of year | 2018-12-31 | $25,097 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $29,132 |
Other income not declared elsewhere | 2018-12-31 | $25 |
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 | $-13,239 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,232,814 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,246,053 |
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 |
Investment advisory and management fees | 2018-12-31 | $4,405 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,213,765 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,211,902 |
Interest on participant loans | 2018-12-31 | $711 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $851 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $9,054 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $9,054 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $109 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-72,460 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $158,498 |
Contract administrator fees | 2018-12-31 | $5,461 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | PHILLIPS & ASSOCIATES, LLC |
Accountancy firm EIN | 2018-12-31 | 522009588 |
2017 : ROBERTS OXYGEN COMPANY 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $541,749 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $561,939 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $549,866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $319,610 |
Value of total assets at end of year | 2017-12-31 | $1,246,053 |
Value of total assets at beginning of year | 2017-12-31 | $1,266,243 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $12,073 |
Total interest from all sources | 2017-12-31 | $1,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $319,610 |
Participant contributions at end of year | 2017-12-31 | $25,097 |
Participant contributions at beginning of year | 2017-12-31 | $43,006 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $15 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $561 |
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 | $-20,190 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,246,053 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,266,243 |
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 | $5,182 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,211,902 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,097,396 |
Interest on participant loans | 2017-12-31 | $1,394 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $9,054 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $125,265 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $125,265 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $116 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $220,629 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $549,866 |
Contract administrator fees | 2017-12-31 | $6,891 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | PHILLIPS & ASSOCIATES, LLC |
Accountancy firm EIN | 2017-12-31 | 522009588 |
2016 : ROBERTS OXYGEN COMPANY 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $571,191 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $380,142 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $370,477 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $510,807 |
Value of total assets at end of year | 2016-12-31 | $1,266,244 |
Value of total assets at beginning of year | 2016-12-31 | $1,075,195 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $9,665 |
Total interest from all sources | 2016-12-31 | $1,145 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $295,558 |
Participant contributions at end of year | 2016-12-31 | $43,006 |
Participant contributions at beginning of year | 2016-12-31 | $33,064 |
Participant contributions at end of year | 2016-12-31 | $15 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $215,249 |
Total non interest bearing cash at end of year | 2016-12-31 | $561 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $561 |
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 | $191,049 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,266,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,075,195 |
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 |
Investment advisory and management fees | 2016-12-31 | $9,665 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,030,243 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,206,266 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $1,078 |
Interest earned on other investments | 2016-12-31 | $67 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $16,396 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $11,327 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $59,239 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $370,477 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | PHILLIPS & ASSOCIATES, LLC |
Accountancy firm EIN | 2016-12-31 | 522009588 |