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Plan Name | MEDICAL DATA SYSTEMS, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MEDICAL DATA SYSTEMS, INC. |
Employer identification number (EIN): | 592926242 |
NAIC Classification: | 561440 |
NAIC Description: | Collection Agencies |
Additional information about MEDICAL DATA SYSTEMS, INC.
Jurisdiction of Incorporation: | Nevada Department of State |
Incorporation Date: | 1998-05-28 |
Company Identification Number: | 19981237582 |
Legal Registered Office Address: |
123 WEST NYE LN STE 129 CARSON CITY United States of America (USA) 89706 |
More information about MEDICAL DATA SYSTEMS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | CLIFFORD C. LAHMAN | |||
001 | 2016-01-01 | CLIFFORD C. LAHMAN | CLIFFORD C. LAHMAN | 2017-10-11 | |
001 | 2015-01-01 | CLIFFORD C. LAHMAN | |||
001 | 2015-01-01 | CLIFFORD C. LAHMAN | |||
001 | 2014-01-01 | STEVEN EVANS | |||
001 | 2013-01-01 | DOROTHY ARNOLD | DOROTHY ARNOLD | 2014-10-15 | |
001 | 2012-01-01 | STEVEN EVANS | |||
001 | 2011-01-01 | STEVEN EVANS | |||
001 | 2009-01-01 | MARTHA WHITE |
Measure | Date | Value |
---|---|---|
2022: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 410 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 314 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 92 |
Total of all active and inactive participants | 2022-01-01 | 406 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 406 |
Number of participants with account balances | 2022-01-01 | 361 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 124 |
2021: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 859 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 307 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 91 |
Total of all active and inactive participants | 2021-01-01 | 398 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 398 |
Number of participants with account balances | 2021-01-01 | 346 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 119 |
2020: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 777 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 334 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 521 |
Total of all active and inactive participants | 2020-01-01 | 855 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 855 |
Number of participants with account balances | 2020-01-01 | 794 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 158 |
2019: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 671 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 360 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 396 |
Total of all active and inactive participants | 2019-01-01 | 756 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 756 |
Number of participants with account balances | 2019-01-01 | 680 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 158 |
2018: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 561 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 376 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 284 |
Total of all active and inactive participants | 2018-01-01 | 660 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 660 |
Number of participants with account balances | 2018-01-01 | 569 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 122 |
2017: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 475 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 351 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 187 |
Total of all active and inactive participants | 2017-01-01 | 538 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 538 |
Number of participants with account balances | 2017-01-01 | 418 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 127 |
2016: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 447 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 393 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 65 |
Total of all active and inactive participants | 2016-01-01 | 458 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 458 |
Number of participants with account balances | 2016-01-01 | 269 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 45 |
2015: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 395 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 431 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 431 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 431 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 14 |
2014: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 374 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 374 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 20 |
Total of all active and inactive participants | 2014-01-01 | 394 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 394 |
Number of participants with account balances | 2014-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 377 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 355 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 19 |
Total of all active and inactive participants | 2013-01-01 | 374 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 374 |
Number of participants with account balances | 2013-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 8 |
2012: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 325 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 355 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 22 |
Total of all active and inactive participants | 2012-01-01 | 377 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 377 |
Number of participants with account balances | 2012-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 8 |
2011: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 324 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 310 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 15 |
Total of all active and inactive participants | 2011-01-01 | 325 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 325 |
Number of participants with account balances | 2011-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 10 |
2009: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 421 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 297 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 306 |
Number of participants with account balances | 2009-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 13 |
Measure | Date | Value |
---|---|---|
2022 : MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2022 401k financial data | ||
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 | $-149,675 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $995,343 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $951,982 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,623 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $836,482 |
Value of total assets at end of year | 2022-12-31 | $4,942,427 |
Value of total assets at beginning of year | 2022-12-31 | $6,087,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $41,738 |
Total interest from all sources | 2022-12-31 | $7,364 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $217,690 |
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 | $217,690 |
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 | $561,793 |
Participant contributions at end of year | 2022-12-31 | $110,842 |
Participant contributions at beginning of year | 2022-12-31 | $110,570 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $161,689 |
Other income not declared elsewhere | 2022-12-31 | $32,141 |
Administrative expenses (other) incurred | 2022-12-31 | $41,738 |
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 | $-1,145,018 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,942,427 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,087,445 |
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 | $4,501,214 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,658,062 |
Interest on participant loans | 2022-12-31 | $7,364 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $330,371 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $318,813 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,246,211 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $2,859 |
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 |
Contributions received in cash from employer | 2022-12-31 | $113,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $951,982 |
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 | JACOBY AND HANDLEY, PLLC |
Accountancy firm EIN | 2022-12-31 | 872253324 |
2021 : MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2021 401k financial data | ||
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 | $1,795,911 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,223,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,150,202 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $603 |
Value of total corrective distributions | 2021-12-31 | $817 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $857,116 |
Value of total assets at end of year | 2021-12-31 | $6,087,445 |
Value of total assets at beginning of year | 2021-12-31 | $5,515,130 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $71,974 |
Total interest from all sources | 2021-12-31 | $6,813 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $290,532 |
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 | $290,532 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $511,439 |
Participant contributions at end of year | 2021-12-31 | $110,570 |
Participant contributions at beginning of year | 2021-12-31 | $128,641 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $240,802 |
Other income not declared elsewhere | 2021-12-31 | $14,520 |
Administrative expenses (other) incurred | 2021-12-31 | $71,974 |
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 | $572,315 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,087,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,515,130 |
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 | $5,658,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,164,389 |
Interest on participant loans | 2021-12-31 | $6,813 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $318,813 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $222,100 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $624,987 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,943 |
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 | $104,875 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,150,202 |
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 | JACOBY AND HANDLEY, PLLC |
Accountancy firm EIN | 2021-12-31 | 872253324 |
2020 : MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2020 401k financial data | ||
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 | $1,404,320 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $296,784 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $250,441 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $6,109 |
Value of total corrective distributions | 2020-12-31 | $1,502 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $685,144 |
Value of total assets at end of year | 2020-12-31 | $5,515,130 |
Value of total assets at beginning of year | 2020-12-31 | $4,407,594 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $38,732 |
Total interest from all sources | 2020-12-31 | $5,176 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $177,570 |
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 | $177,570 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $441,000 |
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 | $507,774 |
Participant contributions at end of year | 2020-12-31 | $128,641 |
Participant contributions at beginning of year | 2020-12-31 | $91,840 |
Other income not declared elsewhere | 2020-12-31 | $16,018 |
Administrative expenses (other) incurred | 2020-12-31 | $38,732 |
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 | $1,107,536 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,515,130 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,407,594 |
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 | $5,164,389 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,264,109 |
Interest on participant loans | 2020-12-31 | $5,176 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $222,100 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $51,645 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $519,480 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $932 |
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 | $177,370 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $250,441 |
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 | MORGAN,JACOBY,THURN,BOYLE |
Accountancy firm EIN | 2020-12-31 | 650761640 |
2019 : MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2019 401k financial data | ||
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 | $1,500,213 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $610,695 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $552,063 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $5,998 |
Value of total corrective distributions | 2019-12-31 | $20,512 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $684,272 |
Value of total assets at end of year | 2019-12-31 | $4,407,594 |
Value of total assets at beginning of year | 2019-12-31 | $3,518,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $32,122 |
Total interest from all sources | 2019-12-31 | $6,086 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $154,988 |
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 | $154,988 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $352,000 |
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 | $447,732 |
Participant contributions at end of year | 2019-12-31 | $91,840 |
Participant contributions at beginning of year | 2019-12-31 | $127,793 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $85,260 |
Other income not declared elsewhere | 2019-12-31 | $18,561 |
Administrative expenses (other) incurred | 2019-12-31 | $32,122 |
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 | $889,518 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,407,594 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,518,076 |
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 | $4,264,109 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,310,199 |
Interest on participant loans | 2019-12-31 | $6,086 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $51,645 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $80,084 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $635,165 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,141 |
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 |
Contributions received in cash from employer | 2019-12-31 | $151,280 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $552,063 |
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 | MORGAN,JACOBY,THURN,BOYLE |
Accountancy firm EIN | 2019-12-31 | 650761640 |
2018 : MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2018 401k financial data | ||
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 | $449,652 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $332,280 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $285,111 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $652 |
Value of total corrective distributions | 2018-12-31 | $26,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $613,335 |
Value of total assets at end of year | 2018-12-31 | $3,518,076 |
Value of total assets at beginning of year | 2018-12-31 | $3,400,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $20,361 |
Total interest from all sources | 2018-12-31 | $7,630 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $157,189 |
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 | $157,189 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $341,000 |
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 | $448,128 |
Participant contributions at end of year | 2018-12-31 | $127,793 |
Participant contributions at beginning of year | 2018-12-31 | $157,577 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,750 |
Other income not declared elsewhere | 2018-12-31 | $23,133 |
Administrative expenses (other) incurred | 2018-12-31 | $20,361 |
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 | $117,372 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,518,076 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,400,704 |
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 | $3,310,199 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,184,069 |
Interest on participant loans | 2018-12-31 | $7,630 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $80,084 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $59,058 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-352,463 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $828 |
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 |
Contributions received in cash from employer | 2018-12-31 | $163,457 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $285,111 |
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 | MORGAN,JACOBY,THURN,BOYLE |
Accountancy firm EIN | 2018-12-31 | 650761640 |
2017 : MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2017 401k financial data | ||
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 | $1,018,152 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $457,988 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $437,339 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $11 |
Value of total corrective distributions | 2017-12-31 | $15,625 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $574,778 |
Value of total assets at end of year | 2017-12-31 | $3,400,704 |
Value of total assets at beginning of year | 2017-12-31 | $2,840,540 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,013 |
Total interest from all sources | 2017-12-31 | $5,555 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $152,728 |
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 | $152,728 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $285,000 |
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 | $412,516 |
Participant contributions at end of year | 2017-12-31 | $157,577 |
Participant contributions at beginning of year | 2017-12-31 | $100,888 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $10,086 |
Other income not declared elsewhere | 2017-12-31 | $1 |
Administrative expenses (other) incurred | 2017-12-31 | $5,013 |
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 | $560,164 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,400,704 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,840,540 |
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 | $3,184,069 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,658,217 |
Interest on participant loans | 2017-12-31 | $5,555 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $59,058 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $81,435 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $284,454 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $636 |
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 |
Contributions received in cash from employer | 2017-12-31 | $152,176 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $437,339 |
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 | MORGAN,JACOBY,THURN,BOYLE |
Accountancy firm EIN | 2017-12-31 | 650761640 |
2016 : MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $600,620 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $228,186 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $224,185 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $26 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $414,621 |
Value of total assets at end of year | 2016-12-31 | $2,840,540 |
Value of total assets at beginning of year | 2016-12-31 | $2,468,106 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,975 |
Total interest from all sources | 2016-12-31 | $4,812 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $76,654 |
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 | $76,654 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $247,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
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 | $330,194 |
Participant contributions at end of year | 2016-12-31 | $100,888 |
Participant contributions at beginning of year | 2016-12-31 | $137,945 |
Participant contributions at beginning of year | 2016-12-31 | $1,998 |
Administrative expenses (other) incurred | 2016-12-31 | $3,975 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $2,327,440 |
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 | $372,434 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,840,540 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,468,106 |
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 | $2,658,217 |
Interest on participant loans | 2016-12-31 | $4,812 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $81,435 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $104,092 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $441 |
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 |
Contributions received in cash from employer | 2016-12-31 | $84,427 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $723 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $224,185 |
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 | 2016-12-31 | Yes |
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 | MORGAN,JACOBY,THURN,BOYLE |
Accountancy firm EIN | 2016-12-31 | 650761640 |
2015 : MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $354,024 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $283,669 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $279,470 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $194 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $374,231 |
Value of total assets at end of year | 2015-12-31 | $2,468,106 |
Value of total assets at beginning of year | 2015-12-31 | $2,397,751 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,005 |
Total interest from all sources | 2015-12-31 | $4,603 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $36,017 |
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 | $36,017 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
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 | $250,300 |
Participant contributions at end of year | 2015-12-31 | $137,945 |
Participant contributions at beginning of year | 2015-12-31 | $85,381 |
Participant contributions at end of year | 2015-12-31 | $1,998 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $24,550 |
Total non interest bearing cash at end of year | 2015-12-31 | $2,327,440 |
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 | $70,355 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,468,106 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,397,751 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,119,150 |
Interest on participant loans | 2015-12-31 | $4,603 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $193,220 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $193,220 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-60,827 |
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 |
Contributions received in cash from employer | 2015-12-31 | $99,381 |
Employer contributions (assets) at end of year | 2015-12-31 | $723 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $279,470 |
Contract administrator fees | 2015-12-31 | $4,005 |
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 | 2015-12-31 | Yes |
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 | MORGAN, JACOBY, THURN, BOYLE, & ASS |
Accountancy firm EIN | 2015-12-31 | 650761640 |
2014 : MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $404,462 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $132,356 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $116,290 |
Value of total corrective distributions | 2014-12-31 | $12,796 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $281,578 |
Value of total assets at end of year | 2014-12-31 | $2,397,751 |
Value of total assets at beginning of year | 2014-12-31 | $2,125,645 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,270 |
Total interest from all sources | 2014-12-31 | $4,075 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $34,149 |
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 | $34,149 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 | $202,926 |
Participant contributions at end of year | 2014-12-31 | $85,381 |
Participant contributions at beginning of year | 2014-12-31 | $88,634 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $2,037,011 |
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 | $272,106 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,397,751 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,125,645 |
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 | $2,119,150 |
Interest on participant loans | 2014-12-31 | $4,034 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $193,220 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $41 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $84,660 |
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 |
Contributions received in cash from employer | 2014-12-31 | $78,652 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $116,290 |
Contract administrator fees | 2014-12-31 | $3,270 |
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 | MORGAN, JACOBY, THURN, BOYLE&ASSOC. |
Accountancy firm EIN | 2014-12-31 | 650761640 |
2013 : MEDICAL DATA SYSTEMS, INC. 401(K) 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 | $604,819 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $424,588 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $410,948 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $623 |
Value of total corrective distributions | 2013-12-31 | $9,667 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $259,118 |
Value of total assets at end of year | 2013-12-31 | $2,125,645 |
Value of total assets at beginning of year | 2013-12-31 | $1,945,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,350 |
Total interest from all sources | 2013-12-31 | $5,555 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $98,011 |
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 | $98,011 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $195,000 |
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 | $196,205 |
Participant contributions at end of year | 2013-12-31 | $88,634 |
Participant contributions at beginning of year | 2013-12-31 | $114,254 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,176 |
Administrative expenses (other) incurred | 2013-12-31 | $3,350 |
Total non interest bearing cash at end of year | 2013-12-31 | $2,037,011 |
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 | $180,231 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,125,645 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,945,414 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,831,160 |
Interest on participant loans | 2013-12-31 | $5,555 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $242,135 |
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 |
Contributions received in cash from employer | 2013-12-31 | $61,737 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $410,948 |
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 | MORGAN, JACOBY, THURN, BOYLE |
Accountancy firm EIN | 2013-12-31 | 650761640 |
2012 : MEDICAL DATA SYSTEMS, INC. 401(K) 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 | $441,145 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $64,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $58,138 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $628 |
Value of total corrective distributions | 2012-12-31 | $2,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $253,864 |
Value of total assets at end of year | 2012-12-31 | $1,945,414 |
Value of total assets at beginning of year | 2012-12-31 | $1,568,991 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,400 |
Total interest from all sources | 2012-12-31 | $5,114 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $49,714 |
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 | $49,714 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $157,000 |
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 | $178,883 |
Participant contributions at end of year | 2012-12-31 | $114,254 |
Participant contributions at beginning of year | 2012-12-31 | $97,793 |
Other income not declared elsewhere | 2012-12-31 | $11,013 |
Administrative expenses (other) incurred | 2012-12-31 | $3,400 |
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 | $376,423 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,945,414 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,568,991 |
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 | $1,831,160 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,471,198 |
Interest on participant loans | 2012-12-31 | $5,114 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $121,440 |
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 |
Contributions received in cash from employer | 2012-12-31 | $74,981 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $58,138 |
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 | MORGAN, JACOBY, THURN, BOYLE |
Accountancy firm EIN | 2012-12-31 | 650761640 |
2011 : MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2011 401k financial data | ||
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 | $208,295 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $259,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $248,784 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $571 |
Value of total corrective distributions | 2011-12-31 | $6,339 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $239,885 |
Value of total assets at end of year | 2011-12-31 | $1,568,991 |
Value of total assets at beginning of year | 2011-12-31 | $1,619,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,550 |
Total interest from all sources | 2011-12-31 | $5,900 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $36,776 |
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 | $36,776 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $162,000 |
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 | $176,421 |
Participant contributions at end of year | 2011-12-31 | $97,793 |
Participant contributions at beginning of year | 2011-12-31 | $117,447 |
Administrative expenses (other) incurred | 2011-12-31 | $3,550 |
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 | $-50,949 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,568,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,619,940 |
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 | $1,471,198 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,502,493 |
Interest on participant loans | 2011-12-31 | $5,900 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-74,266 |
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 |
Contributions received in cash from employer | 2011-12-31 | $63,464 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $248,784 |
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 | MORGAN, JACOBY, THURN, BOYLE |
Accountancy firm EIN | 2011-12-31 | 650761640 |
2010 : MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2010 401k financial data | ||
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 | $525,564 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $154,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $146,281 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $3,742 |
Value of total corrective distributions | 2010-12-31 | $957 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $356,583 |
Value of total assets at end of year | 2010-12-31 | $1,619,940 |
Value of total assets at beginning of year | 2010-12-31 | $1,249,040 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,684 |
Total interest from all sources | 2010-12-31 | $4,557 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $23,451 |
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 | $23,451 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $125,000 |
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 | $184,926 |
Participant contributions at end of year | 2010-12-31 | $117,447 |
Participant contributions at beginning of year | 2010-12-31 | $61,683 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $110,629 |
Other income not declared elsewhere | 2010-12-31 | $263 |
Administrative expenses (other) incurred | 2010-12-31 | $3,684 |
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 | $370,900 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,619,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,249,040 |
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 | $1,502,493 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,187,357 |
Interest on participant loans | 2010-12-31 | $4,555 |
Interest earned on other investments | 2010-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $140,710 |
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 |
Contributions received in cash from employer | 2010-12-31 | $61,028 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $146,281 |
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 | MORGAN, JACOBY, THURN, BOYLE |
Accountancy firm EIN | 2010-12-31 | 650761640 |
2009 : MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MEDICAL DATA SYSTEMS, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |