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FMS, INC. 401(K) PLAN 401k Plan overview

Plan NameFMS, INC. 401(K) PLAN
Plan identification number 001

FMS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FMS, INC has sponsored the creation of one or more 401k plans.

Company Name:FMS, INC
Employer identification number (EIN):731422800
NAIC Classification:561440
NAIC Description:Collection Agencies

Additional information about FMS, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2135952

More information about FMS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FMS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROBIN ARCHER2019-06-25
0012017-01-01ROBIN ARCHER2018-09-11
0012016-01-01ROBIN ARCHER
0012015-01-01ROBIN ARCHER
0012015-01-01ROBIN ARCHER
0012014-01-01ROBIN ARCHER
0012013-01-01ROBIN ARCHER JOHN SMITH2014-10-08
0012012-01-01ROBIN ARCHER
0012011-01-01ROBIN ARCHER ROBIN ARCHER2012-10-10
0012009-01-01ROBIN ARCHER

Plan Statistics for FMS, INC. 401(K) PLAN

401k plan membership statisitcs for FMS, INC. 401(K) PLAN

Measure Date Value
2022: FMS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01165
Total number of active participants reported on line 7a of the Form 55002022-01-0170
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0187
Number of participants with account balances2022-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FMS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01172
Total number of active participants reported on line 7a of the Form 55002021-01-0184
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01163
Number of participants with account balances2021-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FMS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01162
Total number of active participants reported on line 7a of the Form 55002020-01-01117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01171
Number of participants with account balances2020-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FMS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01167
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01164
Number of participants with account balances2019-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2016: FMS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01112
Total number of active participants reported on line 7a of the Form 55002016-01-01105
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01110
Number of participants with account balances2016-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FMS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01115
Total number of active participants reported on line 7a of the Form 55002015-01-01101
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01106
Number of participants with account balances2015-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FMS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01110
Total number of active participants reported on line 7a of the Form 55002014-01-0198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01102
Number of participants with account balances2014-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FMS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01102
Total number of active participants reported on line 7a of the Form 55002013-01-0194
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0198
Number of participants with account balances2013-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FMS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01135
Total number of active participants reported on line 7a of the Form 55002012-01-0196
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01102
Number of participants with account balances2012-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FMS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01139
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01135
Number of participants with account balances2011-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FMS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01106
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01132
Number of participants with account balances2009-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FMS, INC. 401(K) PLAN

Measure Date Value
2022 : FMS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-39,184
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$385,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$359,774
Expenses. Certain deemed distributions of participant loans2022-12-31$1,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$180,117
Value of total assets at end of year2022-12-31$1,361,931
Value of total assets at beginning of year2022-12-31$1,786,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,883
Total interest from all sources2022-12-31$4,285
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$59,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$59,288
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$179,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$103,233
Participant contributions at end of year2022-12-31$45,785
Participant contributions at beginning of year2022-12-31$74,701
Participant contributions at end of year2022-12-31$3,368
Participant contributions at beginning of year2022-12-31$4,791
Other income not declared elsewhere2022-12-31$7,788
Administrative expenses (other) incurred2022-12-31$23,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-424,586
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,361,931
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,786,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,280,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,651,623
Interest on participant loans2022-12-31$4,285
Value of interest in common/collective trusts at end of year2022-12-31$29,589
Value of interest in common/collective trusts at beginning of year2022-12-31$51,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-291,043
Net investment gain or loss from common/collective trusts2022-12-31$381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$76,884
Employer contributions (assets) at end of year2022-12-31$2,665
Employer contributions (assets) at beginning of year2022-12-31$3,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$359,774
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MORSE & CO. PLLC
Accountancy firm EIN2022-12-31453705962
2021 : FMS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$477,394
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$200,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$168,191
Expenses. Certain deemed distributions of participant loans2021-12-31$12,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$222,441
Value of total assets at end of year2021-12-31$1,786,517
Value of total assets at beginning of year2021-12-31$1,509,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,820
Total interest from all sources2021-12-31$6,049
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$171,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$171,691
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$151,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$127,747
Participant contributions at end of year2021-12-31$74,701
Participant contributions at beginning of year2021-12-31$92,177
Participant contributions at end of year2021-12-31$4,791
Participant contributions at beginning of year2021-12-31$5,829
Other income not declared elsewhere2021-12-31$7,556
Administrative expenses (other) incurred2021-12-31$19,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$276,580
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,786,517
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,509,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,651,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,347,387
Interest on participant loans2021-12-31$6,049
Value of interest in common/collective trusts at end of year2021-12-31$51,850
Value of interest in common/collective trusts at beginning of year2021-12-31$60,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$69,309
Net investment gain or loss from common/collective trusts2021-12-31$348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$94,694
Employer contributions (assets) at end of year2021-12-31$3,552
Employer contributions (assets) at beginning of year2021-12-31$3,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$168,191
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MORSE & CO. PLLC
Accountancy firm EIN2021-12-31453705962
2020 : FMS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$460,119
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$570,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$549,317
Expenses. Certain deemed distributions of participant loans2020-12-31$907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$261,592
Value of total assets at end of year2020-12-31$1,509,937
Value of total assets at beginning of year2020-12-31$1,619,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,791
Total interest from all sources2020-12-31$5,698
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$62,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$62,642
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$162,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$153,987
Participant contributions at end of year2020-12-31$92,177
Participant contributions at beginning of year2020-12-31$88,337
Participant contributions at end of year2020-12-31$5,829
Participant contributions at beginning of year2020-12-31$6,670
Other income not declared elsewhere2020-12-31$6,703
Administrative expenses (other) incurred2020-12-31$19,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-109,896
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,509,937
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,619,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,347,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,450,789
Interest on participant loans2020-12-31$5,698
Value of interest in common/collective trusts at end of year2020-12-31$60,663
Value of interest in common/collective trusts at beginning of year2020-12-31$69,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$122,296
Net investment gain or loss from common/collective trusts2020-12-31$1,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$107,605
Employer contributions (assets) at end of year2020-12-31$3,881
Employer contributions (assets) at beginning of year2020-12-31$4,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$549,317
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MORSE & CO., PLLC
Accountancy firm EIN2020-12-31453705962
2019 : FMS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$572,629
Total income from all sources (including contributions)2019-12-31$572,629
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$210,664
Total of all expenses incurred2019-12-31$210,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$196,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$196,347
Expenses. Certain deemed distributions of participant loans2019-12-31$3,697
Expenses. Certain deemed distributions of participant loans2019-12-31$3,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$286,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$286,085
Value of total assets at end of year2019-12-31$1,619,833
Value of total assets at end of year2019-12-31$1,619,833
Value of total assets at beginning of year2019-12-31$1,257,868
Value of total assets at beginning of year2019-12-31$1,257,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,620
Total interest from all sources2019-12-31$5,938
Total interest from all sources2019-12-31$5,938
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$62,806
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$62,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$62,806
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$62,806
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$126,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$162,916
Contributions received from participants2019-12-31$162,916
Participant contributions at end of year2019-12-31$88,337
Participant contributions at end of year2019-12-31$88,337
Participant contributions at beginning of year2019-12-31$73,365
Participant contributions at beginning of year2019-12-31$73,365
Participant contributions at end of year2019-12-31$6,670
Participant contributions at end of year2019-12-31$6,670
Participant contributions at beginning of year2019-12-31$5,283
Participant contributions at beginning of year2019-12-31$5,283
Other income not declared elsewhere2019-12-31$6,685
Other income not declared elsewhere2019-12-31$6,685
Administrative expenses (other) incurred2019-12-31$10,620
Administrative expenses (other) incurred2019-12-31$10,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$361,965
Value of net income/loss2019-12-31$361,965
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,619,833
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,619,833
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,257,868
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,257,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,450,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,450,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,156,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,156,104
Interest on participant loans2019-12-31$5,938
Interest on participant loans2019-12-31$5,938
Value of interest in common/collective trusts at end of year2019-12-31$69,524
Value of interest in common/collective trusts at end of year2019-12-31$69,524
Value of interest in common/collective trusts at beginning of year2019-12-31$18,961
Value of interest in common/collective trusts at beginning of year2019-12-31$18,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$210,530
Net investment gain or loss from common/collective trusts2019-12-31$585
Net investment gain or loss from common/collective trusts2019-12-31$585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$123,169
Contributions received in cash from employer2019-12-31$123,169
Employer contributions (assets) at end of year2019-12-31$4,513
Employer contributions (assets) at end of year2019-12-31$4,513
Employer contributions (assets) at beginning of year2019-12-31$4,155
Employer contributions (assets) at beginning of year2019-12-31$4,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$196,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$196,347
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MORSE & CO., PLLC
Accountancy firm EIN2019-12-31453705962
Accountancy firm EIN2019-12-31453705962
2016 : FMS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$295,980
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$262,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$250,404
Expenses. Certain deemed distributions of participant loans2016-12-31$1,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$160,800
Value of total assets at end of year2016-12-31$1,210,064
Value of total assets at beginning of year2016-12-31$1,176,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,952
Total interest from all sources2016-12-31$7,062
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$46,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$46,124
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$118,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$87,931
Participant contributions at end of year2016-12-31$104,472
Participant contributions at beginning of year2016-12-31$156,201
Participant contributions at beginning of year2016-12-31$3,321
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,265
Administrative expenses (other) incurred2016-12-31$10,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$33,219
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,210,064
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,176,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,097,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,010,167
Interest on participant loans2016-12-31$7,062
Value of interest in common/collective trusts at end of year2016-12-31$8,071
Value of interest in common/collective trusts at beginning of year2016-12-31$4,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$81,944
Net investment gain or loss from common/collective trusts2016-12-31$50
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$61,604
Employer contributions (assets) at beginning of year2016-12-31$2,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$250,404
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STAFFORD & WESTERVELT
Accountancy firm EIN2016-12-31480863477
2015 : FMS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$338,184
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$64,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$53,031
Expenses. Certain deemed distributions of participant loans2015-12-31$587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$353,950
Value of total assets at end of year2015-12-31$1,176,845
Value of total assets at beginning of year2015-12-31$902,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,450
Total interest from all sources2015-12-31$6,851
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$63,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$63,206
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$91,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$100,221
Participant contributions at end of year2015-12-31$156,201
Participant contributions at beginning of year2015-12-31$104,301
Participant contributions at end of year2015-12-31$3,321
Participant contributions at beginning of year2015-12-31$4,912
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$187,026
Administrative expenses (other) incurred2015-12-31$10,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$274,116
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,176,845
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$902,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,010,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$787,380
Interest on participant loans2015-12-31$6,851
Value of interest in common/collective trusts at end of year2015-12-31$4,992
Value of interest in common/collective trusts at beginning of year2015-12-31$2,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-85,873
Net investment gain or loss from common/collective trusts2015-12-31$50
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$66,703
Employer contributions (assets) at end of year2015-12-31$2,164
Employer contributions (assets) at beginning of year2015-12-31$3,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$53,031
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STAFFORD & WESTERVELT
Accountancy firm EIN2015-12-31480863477
2014 : FMS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$7,100
Total income from all sources (including contributions)2014-12-31$214,846
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$123,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$112,342
Expenses. Certain deemed distributions of participant loans2014-12-31$1,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$152,699
Value of total assets at end of year2014-12-31$902,729
Value of total assets at beginning of year2014-12-31$818,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,700
Total interest from all sources2014-12-31$5,452
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$72,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$72,839
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$82,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$94,522
Participant contributions at end of year2014-12-31$104,301
Participant contributions at beginning of year2014-12-31$92,064
Participant contributions at end of year2014-12-31$4,912
Participant contributions at beginning of year2014-12-31$3,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$7,100
Other income not declared elsewhere2014-12-31$19
Administrative expenses (other) incurred2014-12-31$9,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$91,760
Value of net assets at end of year (total assets less liabilities)2014-12-31$902,729
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$810,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$787,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$692,780
Interest on participant loans2014-12-31$5,452
Value of interest in common/collective trusts at end of year2014-12-31$2,618
Value of interest in common/collective trusts at beginning of year2014-12-31$27,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-15,998
Net investment gain or loss from common/collective trusts2014-12-31$-165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$58,177
Employer contributions (assets) at end of year2014-12-31$3,518
Employer contributions (assets) at beginning of year2014-12-31$2,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$112,342
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STAFFORD & WESTERVELT
Accountancy firm EIN2014-12-31480863477
2013 : FMS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,100
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$264,033
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$113,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$103,173
Expenses. Certain deemed distributions of participant loans2013-12-31$552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$140,753
Value of total assets at end of year2013-12-31$818,069
Value of total assets at beginning of year2013-12-31$660,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,725
Total interest from all sources2013-12-31$5,564
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$33,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$33,263
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$67,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$88,290
Participant contributions at end of year2013-12-31$92,064
Participant contributions at beginning of year2013-12-31$112,149
Participant contributions at end of year2013-12-31$3,353
Participant contributions at beginning of year2013-12-31$2,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$7,100
Administrative expenses (other) incurred2013-12-31$9,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$150,583
Value of net assets at end of year (total assets less liabilities)2013-12-31$810,969
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$660,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$692,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$521,930
Interest on participant loans2013-12-31$5,564
Value of interest in common/collective trusts at end of year2013-12-31$27,763
Value of interest in common/collective trusts at beginning of year2013-12-31$21,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$83,997
Net investment gain or loss from common/collective trusts2013-12-31$456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$52,463
Employer contributions (assets) at end of year2013-12-31$2,109
Employer contributions (assets) at beginning of year2013-12-31$1,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$103,173
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STAFFORD & WESTERVELT
Accountancy firm EIN2013-12-31480863477
2012 : FMS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$7,500
Total income from all sources (including contributions)2012-12-31$192,482
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$287,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$253,513
Expenses. Certain deemed distributions of participant loans2012-12-31$23,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$139,257
Value of total assets at end of year2012-12-31$660,386
Value of total assets at beginning of year2012-12-31$762,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,150
Total interest from all sources2012-12-31$7,842
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$13,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$13,777
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$76,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$79,963
Participant contributions at end of year2012-12-31$112,149
Participant contributions at beginning of year2012-12-31$170,355
Participant contributions at end of year2012-12-31$2,585
Participant contributions at beginning of year2012-12-31$3,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,500
Administrative expenses (other) incurred2012-12-31$10,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-94,617
Value of net assets at end of year (total assets less liabilities)2012-12-31$660,386
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$755,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$521,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$494,557
Interest on participant loans2012-12-31$7,842
Value of interest in common/collective trusts at end of year2012-12-31$21,834
Value of interest in common/collective trusts at beginning of year2012-12-31$91,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$30,778
Net investment gain or loss from common/collective trusts2012-12-31$828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$59,294
Employer contributions (assets) at end of year2012-12-31$1,888
Employer contributions (assets) at beginning of year2012-12-31$2,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$253,513
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STAFFORD & WESTERVELT
Accountancy firm EIN2012-12-31480863477
2011 : FMS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,500
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$158,522
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$120,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$102,263
Expenses. Certain deemed distributions of participant loans2011-12-31$6,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$164,986
Value of total assets at end of year2011-12-31$762,503
Value of total assets at beginning of year2011-12-31$716,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,675
Total interest from all sources2011-12-31$6,816
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$19,798
Administrative expenses professional fees incurred2011-12-31$7,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$72,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$101,045
Participant contributions at end of year2011-12-31$170,355
Participant contributions at beginning of year2011-12-31$124,709
Participant contributions at end of year2011-12-31$3,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,500
Administrative expenses (other) incurred2011-12-31$4,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$38,365
Value of net assets at end of year (total assets less liabilities)2011-12-31$755,003
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$716,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$494,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$536,033
Interest on participant loans2011-12-31$6,816
Value of interest in common/collective trusts at end of year2011-12-31$91,467
Value of interest in common/collective trusts at beginning of year2011-12-31$52,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-34,212
Net investment gain or loss from common/collective trusts2011-12-31$1,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$63,941
Employer contributions (assets) at end of year2011-12-31$2,733
Employer contributions (assets) at beginning of year2011-12-31$3,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$102,263
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STAFFORD & WESTERVELT
Accountancy firm EIN2011-12-31480863477
2010 : FMS, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$151,636
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$138,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$134,095
Expenses. Certain deemed distributions of participant loans2010-12-31$827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$85,664
Value of total assets at end of year2010-12-31$716,638
Value of total assets at beginning of year2010-12-31$703,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,875
Total interest from all sources2010-12-31$6,127
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$11,539
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$71,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$85,664
Participant contributions at end of year2010-12-31$124,709
Participant contributions at beginning of year2010-12-31$102,555
Other income not declared elsewhere2010-12-31$36
Administrative expenses (other) incurred2010-12-31$3,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,839
Value of net assets at end of year (total assets less liabilities)2010-12-31$716,638
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$703,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$536,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$601,244
Interest on participant loans2010-12-31$6,127
Value of interest in common/collective trusts at end of year2010-12-31$52,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$47,971
Net investment gain or loss from common/collective trusts2010-12-31$299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$3,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$134,095
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STAFFORD & WESTERVELT
Accountancy firm EIN2010-12-31480863477
2009 : FMS, 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 securities2009-12-31$0

Form 5500 Responses for FMS, INC. 401(K) PLAN

2022: FMS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FMS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FMS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FMS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2016: FMS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FMS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FMS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FMS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FMS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FMS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FMS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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