APPLIED MEDICAL TECHNOLOGIES has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2022 : AIRCLEAN SYSTEMS 401K PLAN 2022 401k financial data |
---|
Total income from all sources (including contributions) | 2022-12-31 | $-221,296 |
Total of all expenses incurred | 2022-12-31 | $245,286 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $240,265 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $611,974 |
Value of total assets at end of year | 2022-12-31 | $5,929,805 |
Value of total assets at beginning of year | 2022-12-31 | $6,396,387 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,021 |
Total interest from all sources | 2022-12-31 | $1,118 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $253,053 |
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 | $253,053 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $333,026 |
Participant contributions at end of year | 2022-12-31 | $3,393 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $579 |
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 | $-466,582 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,929,805 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,396,387 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $1,904 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,459,407 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,973,244 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $188,636 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $149,237 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $149,237 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,118 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,087,441 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $278,369 |
Employer contributions (assets) at end of year | 2022-12-31 | $278,369 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $273,906 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $240,265 |
Contract administrator fees | 2022-12-31 | $3,117 |
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 | STANCIL PC |
Accountancy firm EIN | 2022-12-31 | 561131459 |
2021 : AIRCLEAN SYSTEMS 401K PLAN 2021 401k financial data |
---|
Total income from all sources (including contributions) | 2021-12-31 | $1,250,464 |
Total of all expenses incurred | 2021-12-31 | $135,814 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $131,680 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $601,471 |
Value of total assets at end of year | 2021-12-31 | $6,396,387 |
Value of total assets at beginning of year | 2021-12-31 | $5,281,737 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,134 |
Total interest from all sources | 2021-12-31 | $104 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $312,622 |
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 | $312,622 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $327,565 |
Administrative expenses (other) incurred | 2021-12-31 | $1,475 |
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 | $1,114,650 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,396,387 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,281,737 |
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 | $5,973,244 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,908,807 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $149,237 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $110,500 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $110,500 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $104 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $336,267 |
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 |
Contributions received in cash from employer | 2021-12-31 | $273,906 |
Employer contributions (assets) at end of year | 2021-12-31 | $273,906 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $262,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $131,680 |
Contract administrator fees | 2021-12-31 | $2,659 |
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 | STEWARD, INGRAM, & COOPER, PLLC |
Accountancy firm EIN | 2021-12-31 | 562195159 |
2020 : AIRCLEAN SYSTEMS 401K PLAN 2020 401k financial data |
---|
Total income from all sources (including contributions) | 2020-12-31 | $1,114,898 |
Total of all expenses incurred | 2020-12-31 | $107,286 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $103,344 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $541,917 |
Value of total assets at end of year | 2020-12-31 | $5,281,737 |
Value of total assets at beginning of year | 2020-12-31 | $4,274,125 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,942 |
Total interest from all sources | 2020-12-31 | $107 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $185,002 |
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 | $185,002 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $279,487 |
Participant contributions at beginning of year | 2020-12-31 | $500 |
Administrative expenses (other) incurred | 2020-12-31 | $1,167 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,007,612 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,281,737 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,274,125 |
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 | $4,908,807 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,022,662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $110,500 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $6,646 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $6,646 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $107 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $387,872 |
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 |
Contributions received in cash from employer | 2020-12-31 | $262,430 |
Employer contributions (assets) at end of year | 2020-12-31 | $262,430 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $244,317 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $103,344 |
Contract administrator fees | 2020-12-31 | $2,775 |
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 | STEWARD, INGRAM, & COOPER, PLLC |
Accountancy firm EIN | 2020-12-31 | 562195159 |
2019 : AIRCLEAN SYSTEMS 401K PLAN 2019 401k financial data |
---|
Total income from all sources (including contributions) | 2019-12-31 | $1,067,649 |
Total of all expenses incurred | 2019-12-31 | $158,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $157,673 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $452,272 |
Value of total assets at end of year | 2019-12-31 | $4,274,125 |
Value of total assets at beginning of year | 2019-12-31 | $3,365,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,176 |
Total interest from all sources | 2019-12-31 | $72 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $194,961 |
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 | $194,961 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $189,570 |
Participant contributions at end of year | 2019-12-31 | $500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $18,385 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $3,167 |
Other income not declared elsewhere | 2019-12-31 | $8,242 |
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 | $908,800 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,274,125 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,365,325 |
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 | $4,022,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,142,501 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $6,646 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $5,686 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $5,686 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $72 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $412,102 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $244,317 |
Employer contributions (assets) at end of year | 2019-12-31 | $244,317 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $213,971 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $157,673 |
Contract administrator fees | 2019-12-31 | $1,176 |
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 | STEWARD, INGRAM, & COOPER, PLLC |
Accountancy firm EIN | 2019-12-31 | 562195159 |