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, INC. HEALTH CARE PLAN
| Measure | Date | Value |
|---|
| 2024 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2024 401k financial data |
|---|
| Total income from all sources (including contributions) | 2024-03-31 | $8,992,123 |
| Total of all expenses incurred | 2024-03-31 | $9,825,513 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-03-31 | $9,503,808 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-03-31 | $8,992,123 |
| Value of total assets at end of year | 2024-03-31 | $750,461 |
| Value of total assets at beginning of year | 2024-03-31 | $1,583,851 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-03-31 | $321,705 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-03-31 | No |
| Was this plan covered by a fidelity bond | 2024-03-31 | Yes |
| Value of fidelity bond cover | 2024-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2024-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-03-31 | No |
| Contributions received from participants | 2024-03-31 | $820,779 |
| Total non interest bearing cash at end of year | 2024-03-31 | $750,461 |
| Total non interest bearing cash at beginning of year | 2024-03-31 | $1,583,851 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-03-31 | No |
| Value of net income/loss | 2024-03-31 | $-833,390 |
| Value of net assets at end of year (total assets less liabilities) | 2024-03-31 | $750,461 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-03-31 | $1,583,851 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2024-03-31 | $1,591,375 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-03-31 | No |
| Contributions received in cash from employer | 2024-03-31 | $8,171,344 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-03-31 | $7,912,433 |
| Contract administrator fees | 2024-03-31 | $321,705 |
| 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 | 2024-03-31 | No |
| Did the plan have assets held for investment | 2024-03-31 | 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 | 2024-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2024-03-31 | Unqualified |
| Accountancy firm name | 2024-03-31 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2024-03-31 | 522009588 |
| 2023 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-04-01 | $8,992,123 |
| Total of all expenses incurred | 2023-04-01 | $9,825,513 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-01 | $9,503,808 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-01 | $8,992,123 |
| Value of total assets at end of year | 2023-04-01 | $750,461 |
| Value of total assets at beginning of year | 2023-04-01 | $1,583,851 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-01 | $321,705 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-01 | No |
| Was this plan covered by a fidelity bond | 2023-04-01 | Yes |
| Value of fidelity bond cover | 2023-04-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-04-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-04-01 | No |
| Contributions received from participants | 2023-04-01 | $820,779 |
| Total non interest bearing cash at end of year | 2023-04-01 | $750,461 |
| Total non interest bearing cash at beginning of year | 2023-04-01 | $1,583,851 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-01 | No |
| Value of net income/loss | 2023-04-01 | $-833,390 |
| Value of net assets at end of year (total assets less liabilities) | 2023-04-01 | $750,461 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-04-01 | $1,583,851 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-04-01 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-04-01 | $1,591,375 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-04-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-04-01 | No |
| Contributions received in cash from employer | 2023-04-01 | $8,171,344 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-04-01 | $7,912,433 |
| Contract administrator fees | 2023-04-01 | $321,705 |
| 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 | 2023-04-01 | No |
| Did the plan have assets held for investment | 2023-04-01 | 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 | 2023-04-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-04-01 | 1 |
| Accountancy firm name | 2023-04-01 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2023-04-01 | 522009588 |
| Total income from all sources (including contributions) | 2023-03-31 | $8,714,173 |
| Total of all expenses incurred | 2023-03-31 | $8,177,284 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $7,897,385 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $8,714,173 |
| Value of total assets at end of year | 2023-03-31 | $1,583,851 |
| Value of total assets at beginning of year | 2023-03-31 | $1,046,962 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $279,899 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
| Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
| Value of fidelity bond cover | 2023-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Contributions received from participants | 2023-03-31 | $868,997 |
| Total non interest bearing cash at end of year | 2023-03-31 | $1,583,851 |
| Total non interest bearing cash at beginning of year | 2023-03-31 | $1,046,962 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Value of net income/loss | 2023-03-31 | $536,889 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $1,583,851 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $1,046,962 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-03-31 | $1,340,769 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
| Contributions received in cash from employer | 2023-03-31 | $7,845,176 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $6,556,616 |
| Contract administrator fees | 2023-03-31 | $279,899 |
| 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 | 2023-03-31 | No |
| Did the plan have assets held for investment | 2023-03-31 | 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 | 2023-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
| Accountancy firm name | 2023-03-31 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2023-03-31 | 522009588 |
| 2022 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-04-01 | $8,714,173 |
| Total of all expenses incurred | 2022-04-01 | $8,177,284 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-01 | $7,897,385 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-01 | $8,714,173 |
| Value of total assets at end of year | 2022-04-01 | $1,583,851 |
| Value of total assets at beginning of year | 2022-04-01 | $1,046,962 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-01 | $279,899 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-01 | No |
| Was this plan covered by a fidelity bond | 2022-04-01 | Yes |
| Value of fidelity bond cover | 2022-04-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-04-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-04-01 | No |
| Contributions received from participants | 2022-04-01 | $868,997 |
| Total non interest bearing cash at end of year | 2022-04-01 | $1,583,851 |
| Total non interest bearing cash at beginning of year | 2022-04-01 | $1,046,962 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-01 | No |
| Value of net income/loss | 2022-04-01 | $536,889 |
| Value of net assets at end of year (total assets less liabilities) | 2022-04-01 | $1,583,851 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-04-01 | $1,046,962 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-04-01 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-04-01 | $1,340,769 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-04-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-04-01 | No |
| Contributions received in cash from employer | 2022-04-01 | $7,845,176 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-04-01 | $6,556,616 |
| Contract administrator fees | 2022-04-01 | $279,899 |
| 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 | 2022-04-01 | No |
| Did the plan have assets held for investment | 2022-04-01 | 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 | 2022-04-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-04-01 | 1 |
| Accountancy firm name | 2022-04-01 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2022-04-01 | 522009588 |
| Total income from all sources (including contributions) | 2022-03-31 | $7,736,780 |
| Total of all expenses incurred | 2022-03-31 | $8,251,358 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $8,018,867 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $7,736,780 |
| Value of total assets at end of year | 2022-03-31 | $1,046,962 |
| Value of total assets at beginning of year | 2022-03-31 | $1,561,540 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $232,491 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
| Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
| Value of fidelity bond cover | 2022-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
| Contributions received from participants | 2022-03-31 | $685,361 |
| Total non interest bearing cash at end of year | 2022-03-31 | $1,046,962 |
| Total non interest bearing cash at beginning of year | 2022-03-31 | $1,561,540 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Value of net income/loss | 2022-03-31 | $-514,578 |
| Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $1,046,962 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $1,561,540 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-03-31 | $1,053,728 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
| Contributions received in cash from employer | 2022-03-31 | $7,051,419 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $6,965,139 |
| Contract administrator fees | 2022-03-31 | $232,491 |
| 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 | 2022-03-31 | No |
| Did the plan have assets held for investment | 2022-03-31 | 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 | 2022-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
| Accountancy firm name | 2022-03-31 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2022-03-31 | 522009588 |
| 2021 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-03-31 | $7,361,220 |
| Total of all expenses incurred | 2021-03-31 | $6,974,353 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $6,758,438 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $7,361,220 |
| Value of total assets at end of year | 2021-03-31 | $1,561,540 |
| Value of total assets at beginning of year | 2021-03-31 | $1,174,673 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $215,915 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
| Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
| Value of fidelity bond cover | 2021-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
| Contributions received from participants | 2021-03-31 | $644,832 |
| Total non interest bearing cash at end of year | 2021-03-31 | $1,561,540 |
| Total non interest bearing cash at beginning of year | 2021-03-31 | $1,174,673 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
| Value of net income/loss | 2021-03-31 | $386,867 |
| Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $1,561,540 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $1,174,673 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-03-31 | $904,092 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
| Contributions received in cash from employer | 2021-03-31 | $6,716,388 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $5,854,346 |
| Contract administrator fees | 2021-03-31 | $215,915 |
| 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 | 2021-03-31 | No |
| Did the plan have assets held for investment | 2021-03-31 | 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 | 2021-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
| Accountancy firm name | 2021-03-31 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2021-03-31 | 522009588 |
| 2020 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-03-31 | $7,946,917 |
| Total of all expenses incurred | 2020-03-31 | $7,531,704 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $7,316,445 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $7,946,917 |
| Value of total assets at end of year | 2020-03-31 | $1,174,673 |
| Value of total assets at beginning of year | 2020-03-31 | $759,460 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $215,259 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
| Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
| Value of fidelity bond cover | 2020-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
| Contributions received from participants | 2020-03-31 | $627,439 |
| Total non interest bearing cash at end of year | 2020-03-31 | $1,174,673 |
| Total non interest bearing cash at beginning of year | 2020-03-31 | $759,460 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Value of net income/loss | 2020-03-31 | $415,213 |
| Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $1,174,673 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $759,460 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-03-31 | $825,862 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
| Contributions received in cash from employer | 2020-03-31 | $7,319,478 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $6,490,583 |
| Contract administrator fees | 2020-03-31 | $215,259 |
| 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 | 2020-03-31 | No |
| Did the plan have assets held for investment | 2020-03-31 | 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 | 2020-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Unqualified |
| Accountancy firm name | 2020-03-31 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2020-03-31 | 522009588 |
| 2019 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-03-31 | $7,027,605 |
| Total of all expenses incurred | 2019-03-31 | $6,886,429 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $6,674,828 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $7,027,605 |
| Value of total assets at end of year | 2019-03-31 | $759,460 |
| Value of total assets at beginning of year | 2019-03-31 | $618,284 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $211,601 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
| Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
| Value of fidelity bond cover | 2019-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
| Contributions received from participants | 2019-03-31 | $582,926 |
| Total non interest bearing cash at end of year | 2019-03-31 | $759,460 |
| Total non interest bearing cash at beginning of year | 2019-03-31 | $618,284 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
| Value of net income/loss | 2019-03-31 | $141,176 |
| Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $759,460 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $618,284 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-03-31 | $742,233 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
| Contributions received in cash from employer | 2019-03-31 | $6,444,679 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $5,932,595 |
| Contract administrator fees | 2019-03-31 | $211,601 |
| 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 | 2019-03-31 | No |
| Did the plan have assets held for investment | 2019-03-31 | 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 | 2019-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Unqualified |
| Accountancy firm name | 2019-03-31 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2019-03-31 | 522009588 |
| 2018 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-03-31 | $6,214,795 |
| Total of all expenses incurred | 2018-03-31 | $6,329,803 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $6,126,957 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $6,214,795 |
| Value of total assets at end of year | 2018-03-31 | $618,284 |
| Value of total assets at beginning of year | 2018-03-31 | $733,292 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $202,846 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
| Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
| Value of fidelity bond cover | 2018-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
| Contributions received from participants | 2018-03-31 | $671,827 |
| Total non interest bearing cash at end of year | 2018-03-31 | $618,284 |
| Total non interest bearing cash at beginning of year | 2018-03-31 | $733,292 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Value of net income/loss | 2018-03-31 | $-115,008 |
| Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $618,284 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $733,292 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-03-31 | $704,614 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
| Contributions received in cash from employer | 2018-03-31 | $5,542,968 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $5,422,343 |
| Contract administrator fees | 2018-03-31 | $202,846 |
| 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 | 2018-03-31 | No |
| Did the plan have assets held for investment | 2018-03-31 | 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 | 2018-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Unqualified |
| Accountancy firm name | 2018-03-31 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2018-03-31 | 522009588 |
| 2017 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-03-31 | $6,465,225 |
| Total of all expenses incurred | 2017-03-31 | $6,456,396 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $6,187,825 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $6,465,225 |
| Value of total assets at end of year | 2017-03-31 | $733,292 |
| Value of total assets at beginning of year | 2017-03-31 | $724,463 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $268,571 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
| Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
| Value of fidelity bond cover | 2017-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
| Contributions received from participants | 2017-03-31 | $530,618 |
| Total non interest bearing cash at end of year | 2017-03-31 | $733,292 |
| Total non interest bearing cash at beginning of year | 2017-03-31 | $724,463 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Value of net income/loss | 2017-03-31 | $8,829 |
| Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $733,292 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $724,463 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-03-31 | $616,200 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
| Contributions received in cash from employer | 2017-03-31 | $5,934,607 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $5,571,625 |
| Contract administrator fees | 2017-03-31 | $268,571 |
| 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 | 2017-03-31 | No |
| Did the plan have assets held for investment | 2017-03-31 | 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 | 2017-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Unqualified |
| Accountancy firm name | 2017-03-31 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2017-03-31 | 522009588 |
| 2016 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-03-31 | $6,553,746 |
| Total of all expenses incurred | 2016-03-31 | $6,084,910 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $5,813,975 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $6,553,746 |
| Value of total assets at end of year | 2016-03-31 | $724,463 |
| Value of total assets at beginning of year | 2016-03-31 | $255,627 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $270,935 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
| Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
| Value of fidelity bond cover | 2016-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Contributions received from participants | 2016-03-31 | $333,388 |
| Total non interest bearing cash at end of year | 2016-03-31 | $724,463 |
| Total non interest bearing cash at beginning of year | 2016-03-31 | $255,627 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Value of net income/loss | 2016-03-31 | $468,836 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $724,463 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $255,627 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-03-31 | $524,180 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Contributions received in cash from employer | 2016-03-31 | $6,220,358 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $5,289,795 |
| Contract administrator fees | 2016-03-31 | $270,935 |
| 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 | 2016-03-31 | No |
| Did the plan have assets held for investment | 2016-03-31 | 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 | 2016-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
| Accountancy firm name | 2016-03-31 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2016-03-31 | 522009588 |
| 2015 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-03-31 | $5,777,038 |
| Total of all expenses incurred | 2015-03-31 | $6,137,966 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $5,886,077 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $5,777,038 |
| Value of total assets at end of year | 2015-03-31 | $255,627 |
| Value of total assets at beginning of year | 2015-03-31 | $616,555 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $251,889 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
| Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
| Value of fidelity bond cover | 2015-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Contributions received from participants | 2015-03-31 | $274,048 |
| Total non interest bearing cash at end of year | 2015-03-31 | $255,627 |
| Total non interest bearing cash at beginning of year | 2015-03-31 | $616,555 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Value of net income/loss | 2015-03-31 | $-360,928 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $255,627 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $616,555 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-03-31 | $469,820 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Contributions received in cash from employer | 2015-03-31 | $5,502,990 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $5,416,257 |
| Contract administrator fees | 2015-03-31 | $251,889 |
| 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 | 2015-03-31 | No |
| Did the plan have assets held for investment | 2015-03-31 | 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 | 2015-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
| Accountancy firm name | 2015-03-31 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2015-03-31 | 522009588 |
| 2014 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-03-31 | $4,360,657 |
| Total of all expenses incurred | 2014-03-31 | $4,705,926 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $4,534,903 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $4,360,657 |
| Value of total assets at end of year | 2014-03-31 | $616,555 |
| Value of total assets at beginning of year | 2014-03-31 | $961,824 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $171,023 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
| Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
| Value of fidelity bond cover | 2014-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
| Contributions received from participants | 2014-03-31 | $259,506 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Value of net income/loss | 2014-03-31 | $-345,269 |
| Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $616,555 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $961,824 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $616,555 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $961,824 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $961,824 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-03-31 | $455,156 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
| Contributions received in cash from employer | 2014-03-31 | $4,101,151 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $4,079,747 |
| Contract administrator fees | 2014-03-31 | $171,023 |
| 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 | 2014-03-31 | No |
| Did the plan have assets held for investment | 2014-03-31 | 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 | 2014-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Unqualified |
| Accountancy firm name | 2014-03-31 | PHILLIPS & ASSOCIATES LLC |
| Accountancy firm EIN | 2014-03-31 | 522009588 |
| 2013 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-03-31 | $5,293,878 |
| Total of all expenses incurred | 2013-03-31 | $4,378,207 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $4,245,727 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $5,293,878 |
| Value of total assets at end of year | 2013-03-31 | $961,824 |
| Value of total assets at beginning of year | 2013-03-31 | $46,153 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $132,480 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
| Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
| Value of fidelity bond cover | 2013-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
| Contributions received from participants | 2013-03-31 | $255,471 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Value of net income/loss | 2013-03-31 | $915,671 |
| Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $961,824 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $46,153 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $961,824 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $46,153 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $46,153 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-03-31 | $435,755 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
| Contributions received in cash from employer | 2013-03-31 | $5,038,407 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $3,809,972 |
| Contract administrator fees | 2013-03-31 | $132,480 |
| 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 | 2013-03-31 | No |
| Did the plan have assets held for investment | 2013-03-31 | 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 | 2013-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Unqualified |
| Accountancy firm name | 2013-03-31 | PHILLIPS & ASSOCIATES, LLC |
| Accountancy firm EIN | 2013-03-31 | 522009588 |
| 2012 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-03-31 | $5,030,544 |
| Total of all expenses incurred | 2012-03-31 | $5,459,127 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $5,380,368 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $5,030,544 |
| Value of total assets at end of year | 2012-03-31 | $46,153 |
| Value of total assets at beginning of year | 2012-03-31 | $474,736 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $78,759 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
| Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
| Value of fidelity bond cover | 2012-03-31 | $550,000 |
| If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
| Contributions received from participants | 2012-03-31 | $251,775 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Value of net income/loss | 2012-03-31 | $-428,583 |
| Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $46,153 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $474,736 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $46,153 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $474,736 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $474,736 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-03-31 | $352,460 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
| Contributions received in cash from employer | 2012-03-31 | $4,778,769 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $5,027,908 |
| Contract administrator fees | 2012-03-31 | $78,759 |
| 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 | 2012-03-31 | No |
| Did the plan have assets held for investment | 2012-03-31 | 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 | 2012-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Unqualified |
| Accountancy firm name | 2012-03-31 | PHILLIPS & ASSOCIATES, LLC |
| Accountancy firm EIN | 2012-03-31 | 522009588 |
| 2011 : ROBERTS OXYGEN COMPANY, INC. HEALTH CARE PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-03-31 | $4,121,495 |
| Total of all expenses incurred | 2011-03-31 | $4,090,940 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $4,016,961 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $4,121,495 |
| Value of total assets at end of year | 2011-03-31 | $474,736 |
| Value of total assets at beginning of year | 2011-03-31 | $444,181 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $73,979 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
| Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
| Value of fidelity bond cover | 2011-03-31 | $550,000 |
| If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
| Contributions received from participants | 2011-03-31 | $242,841 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Value of net income/loss | 2011-03-31 | $30,555 |
| Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $474,736 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $444,181 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $474,736 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $444,181 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $444,181 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-03-31 | $286,031 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
| Contributions received in cash from employer | 2011-03-31 | $3,878,654 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $3,730,930 |
| Contract administrator fees | 2011-03-31 | $73,979 |
| 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 | 2011-03-31 | No |
| Did the plan have assets held for investment | 2011-03-31 | 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 | 2011-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Unqualified |
| Accountancy firm name | 2011-03-31 | STANFIELD & PHILLIPS LLC |
| Accountancy firm EIN | 2011-03-31 | 522006588 |
