BOX'N SAVE OF MARYLAND, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOX N SAVE OF MD INC. 401K PLAN
401k plan membership statisitcs for BOX N SAVE OF MD INC. 401K PLAN
Measure | Date | Value |
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2022 : BOX N SAVE OF MD INC. 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 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 | $-26,270 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $433,036 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $433,036 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $220,427 |
Value of total assets at end of year | 2022-12-31 | $2,293,863 |
Value of total assets at beginning of year | 2022-12-31 | $2,753,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $12,860 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $27,757 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $27,757 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $276,000 |
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 | $201,449 |
Participant contributions at end of year | 2022-12-31 | $77,398 |
Participant contributions at beginning of year | 2022-12-31 | $71,465 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $18,978 |
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 | $-459,306 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,293,863 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,753,169 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $646,409 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,032,014 |
Interest on participant loans | 2022-12-31 | $3,956 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $762,899 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $949,924 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $807,157 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $699,766 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $699,766 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $8,904 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-130,186 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-157,128 |
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 | $433,036 |
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 | WEYRICH CRONIN & SORRA LLC |
Accountancy firm EIN | 2022-12-31 | 814643077 |
2021 : BOX N SAVE OF MD INC. 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 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 | $530,488 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $132,492 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $116,187 |
Value of total corrective distributions | 2021-12-31 | $16,305 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $164,788 |
Value of total assets at end of year | 2021-12-31 | $2,753,169 |
Value of total assets at beginning of year | 2021-12-31 | $2,355,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $3,497 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $73,566 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $73,566 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $236,000 |
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 | $164,788 |
Participant contributions at end of year | 2021-12-31 | $71,465 |
Participant contributions at beginning of year | 2021-12-31 | $68,772 |
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 | $397,996 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,753,169 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,355,173 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,032,014 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $887,691 |
Interest on participant loans | 2021-12-31 | $3,480 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $949,924 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $762,386 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $699,766 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $636,324 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $636,324 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $17 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $96,793 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $191,844 |
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 | No |
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 | $116,187 |
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 | WEYRICH CRONIN & SORRA LLC |
Accountancy firm EIN | 2021-12-31 | 814643077 |
2020 : BOX N SAVE OF MD INC. 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 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 | $581,292 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $153,593 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $152,754 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $353,581 |
Value of total assets at end of year | 2020-12-31 | $2,355,173 |
Value of total assets at beginning of year | 2020-12-31 | $1,927,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $3,525 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $46,760 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $46,760 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $193,000 |
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 | $137,649 |
Participant contributions at end of year | 2020-12-31 | $68,772 |
Participant contributions at beginning of year | 2020-12-31 | $35,509 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $215,932 |
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 | $427,699 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,355,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,927,474 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $887,691 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $783,632 |
Interest on participant loans | 2020-12-31 | $2,820 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $762,386 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $724,353 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $636,324 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $383,980 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $383,980 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $705 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $86,259 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $91,167 |
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 | No |
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 | $152,754 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WEYRICH, CRONIN & SORRA, LLC |
Accountancy firm EIN | 2020-12-31 | 814643077 |
2019 : BOX N SAVE OF MD INC. 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 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 | $412,574 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $187,685 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $184,445 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $43 |
Value of total corrective distributions | 2019-12-31 | $3,197 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $103,749 |
Value of total assets at end of year | 2019-12-31 | $1,927,474 |
Value of total assets at beginning of year | 2019-12-31 | $1,702,585 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $7,711 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $30,914 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $30,914 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $171,000 |
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 | $103,749 |
Participant contributions at end of year | 2019-12-31 | $35,509 |
Participant contributions at beginning of year | 2019-12-31 | $38,276 |
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 | $224,889 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,927,474 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,702,585 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $783,632 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $682,664 |
Interest on participant loans | 2019-12-31 | $2,247 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $724,353 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $621,935 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $383,980 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $359,710 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $359,710 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $5,464 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $118,561 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $151,639 |
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 | $184,445 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WEYRICH, CRONIN & SORRA, LLC |
Accountancy firm EIN | 2019-12-31 | 814643077 |
2018 : BOX N SAVE OF MD INC. 401K PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 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 | $15,399 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $219,474 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $217,840 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $53 |
Value of total corrective distributions | 2018-12-31 | $1,581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $75,598 |
Value of total assets at end of year | 2018-12-31 | $1,702,585 |
Value of total assets at beginning of year | 2018-12-31 | $1,906,660 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $6,431 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $65,751 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $65,751 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $191,000 |
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 | $75,598 |
Participant contributions at end of year | 2018-12-31 | $38,276 |
Participant contributions at beginning of year | 2018-12-31 | $50,894 |
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 | $-204,075 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,702,585 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,906,660 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $682,664 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $797,959 |
Interest on participant loans | 2018-12-31 | $2,435 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $621,935 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $703,627 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $359,710 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $354,180 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $354,180 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,996 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-99,538 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-32,843 |
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 | $217,840 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WEYRICH, CRONIN & SORRA, LLC |
Accountancy firm EIN | 2018-12-31 | 814643077 |
2017 : BOX N SAVE OF MD INC. 401K PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 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 | $292,321 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $146,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $145,943 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $260 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $79,081 |
Value of total assets at end of year | 2017-12-31 | $1,906,660 |
Value of total assets at beginning of year | 2017-12-31 | $1,760,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $4,608 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $52,322 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $52,322 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $177,000 |
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 | $79,081 |
Participant contributions at end of year | 2017-12-31 | $50,894 |
Participant contributions at beginning of year | 2017-12-31 | $79,944 |
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 | $146,118 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,906,660 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,760,542 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $797,959 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $713,980 |
Interest on participant loans | 2017-12-31 | $3,928 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $703,627 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $623,821 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $354,180 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $342,797 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $342,797 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $680 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $49,607 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $106,703 |
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 | $145,943 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LEO KNIGHTON |
Accountancy firm EIN | 2017-12-31 | 743225039 |
2016 : BOX N SAVE OF MD INC. 401K PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 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 | $245,154 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $95,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $91,856 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $589 |
Value of total corrective distributions | 2016-12-31 | $2,822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $85,351 |
Value of total assets at end of year | 2016-12-31 | $1,760,542 |
Value of total assets at beginning of year | 2016-12-31 | $1,610,655 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $5,288 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $33,737 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $33,737 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $162,000 |
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 | $85,351 |
Participant contributions at end of year | 2016-12-31 | $79,944 |
Participant contributions at beginning of year | 2016-12-31 | $86,413 |
Other income not declared elsewhere | 2016-12-31 | $8 |
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 | $149,887 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,760,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,610,655 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $713,980 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $604,652 |
Interest on participant loans | 2016-12-31 | $5,288 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $623,821 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $600,105 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $342,797 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $319,485 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $319,485 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $61,916 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $58,854 |
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 | $91,856 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LEO KNIGHTON |
Accountancy firm EIN | 2016-12-31 | 743225039 |
2015 : BOX N SAVE OF MD INC. 401K PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $69,973 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $89,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $88,669 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $645 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $91,783 |
Value of total assets at end of year | 2015-12-31 | $1,610,655 |
Value of total assets at beginning of year | 2015-12-31 | $1,629,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $4,507 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $57,898 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $57,898 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $163,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $89,852 |
Participant contributions at end of year | 2015-12-31 | $86,413 |
Participant contributions at beginning of year | 2015-12-31 | $60,233 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,931 |
Other income not declared elsewhere | 2015-12-31 | $2,476 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-19,341 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,610,655 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,629,996 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $604,652 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $633,771 |
Interest on participant loans | 2015-12-31 | $4,507 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $600,105 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $628,642 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $319,485 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $307,350 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $307,350 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-85,352 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-1,339 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $88,669 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LEO KNIGHTON |
Accountancy firm EIN | 2015-12-31 | 743225039 |
2014 : BOX N SAVE OF MD INC. 401K PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $215,886 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $86,994 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $86,115 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $879 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $97,593 |
Value of total assets at end of year | 2014-12-31 | $1,629,996 |
Value of total assets at beginning of year | 2014-12-31 | $1,501,104 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $3,103 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $81,868 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $81,868 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $151,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $97,593 |
Participant contributions at end of year | 2014-12-31 | $60,233 |
Participant contributions at beginning of year | 2014-12-31 | $56,287 |
Other income not declared elsewhere | 2014-12-31 | $13 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $128,892 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,629,996 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,501,104 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $633,771 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $584,119 |
Interest on participant loans | 2014-12-31 | $3,103 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $628,642 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $585,309 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $307,350 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $275,389 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $275,389 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-28,743 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $62,052 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $86,115 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LEO KNIGHTON |
Accountancy firm EIN | 2014-12-31 | 743225039 |
2013 : BOX N SAVE OF MD INC. 401K PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $357,273 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $176,626 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $167,263 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $9,363 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $100,114 |
Value of total assets at end of year | 2013-12-31 | $1,501,104 |
Value of total assets at beginning of year | 2013-12-31 | $1,320,457 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $3,641 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $53,933 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $53,933 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $133,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $98,001 |
Participant contributions at end of year | 2013-12-31 | $56,287 |
Participant contributions at beginning of year | 2013-12-31 | $68,970 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,113 |
Other income not declared elsewhere | 2013-12-31 | $16 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $180,647 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,501,104 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,320,457 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $584,119 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $539,487 |
Interest on participant loans | 2013-12-31 | $3,641 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $585,309 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $450,798 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $275,389 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $261,202 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $261,202 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $77,139 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $122,430 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $167,263 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LEO KNIGHTON |
Accountancy firm EIN | 2013-12-31 | 743225039 |
2012 : BOX N SAVE OF MD INC. 401K PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $221,094 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $115,102 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $114,332 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $770 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $94,212 |
Value of total assets at end of year | 2012-12-31 | $1,320,457 |
Value of total assets at beginning of year | 2012-12-31 | $1,214,465 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $4,215 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $14,718 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $14,718 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $122,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $94,212 |
Participant contributions at end of year | 2012-12-31 | $68,970 |
Participant contributions at beginning of year | 2012-12-31 | $81,720 |
Other income not declared elsewhere | 2012-12-31 | $10 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $105,992 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,320,457 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,214,465 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $539,487 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $497,670 |
Interest on participant loans | 2012-12-31 | $4,215 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $450,798 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $401,121 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $261,202 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $233,954 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $233,954 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $57,586 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $50,353 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $114,332 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LEO KNIGHTON |
Accountancy firm EIN | 2012-12-31 | 743225039 |
2011 : BOX N SAVE OF MD INC. 401K PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $89,170 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $108,163 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $103,416 |
Value of total corrective distributions | 2011-12-31 | $4,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $105,878 |
Value of total assets at end of year | 2011-12-31 | $1,214,465 |
Value of total assets at beginning of year | 2011-12-31 | $1,233,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $4,568 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $9,453 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $9,453 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $124,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $105,878 |
Participant contributions at end of year | 2011-12-31 | $81,720 |
Participant contributions at beginning of year | 2011-12-31 | $78,922 |
Other income not declared elsewhere | 2011-12-31 | $31 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-18,993 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,214,465 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,233,458 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $497,670 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $500,176 |
Interest on participant loans | 2011-12-31 | $4,568 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $401,121 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $431,987 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $233,954 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $222,373 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $222,373 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-35,417 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $4,657 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $103,416 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LEO KNIGHTON |
Accountancy firm EIN | 2011-12-31 | 743225039 |
2010 : BOX N SAVE OF MD INC. 401K PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $219,252 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $84,580 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $79,004 |
Value of total corrective distributions | 2010-12-31 | $5,576 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $107,527 |
Value of total assets at end of year | 2010-12-31 | $1,233,458 |
Value of total assets at beginning of year | 2010-12-31 | $1,098,786 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $4,778 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $3,801 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $3,801 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $110,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $107,527 |
Participant contributions at end of year | 2010-12-31 | $78,922 |
Participant contributions at beginning of year | 2010-12-31 | $66,610 |
Other income not declared elsewhere | 2010-12-31 | $172 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $134,672 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,233,458 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,098,786 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $500,176 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $428,136 |
Interest on participant loans | 2010-12-31 | $4,778 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $431,987 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $403,769 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $222,373 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $200,271 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $200,271 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $55,770 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $47,204 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $79,004 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LEO KNIGHTON |
Accountancy firm EIN | 2010-12-31 | 743225039 |
2009 : BOX N SAVE OF MD INC. 401K PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |