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AVITUS GROUP 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameAVITUS GROUP 401(K) RETIREMENT PLAN
Plan identification number 333

AVITUS GROUP 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BETTER BUSINESS SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BETTER BUSINESS SYSTEMS, INC.
Employer identification number (EIN):810509024
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVITUS GROUP 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332020-01-01
3332019-01-01
3332018-01-01JJ HUTZENBILER2019-10-09
3332018-01-01
3332017-01-01JJ HUTZENBILER JJ HUTZENBILER2018-10-15
3332016-01-01STEVEN BENTLEY STEVEN BENTLEY2017-10-13
3332015-01-01STEVEN BENTLEY STEVEN BENTLEY2016-10-11
3332014-01-01STEVEN BENTLEY
3332013-01-01STEVEN BENTLEY
3332012-01-01STEVEN BENTLEY STEVEN BENTLEY2013-10-04
3332011-01-01STEVEN BENTLEY STEVEN BENTLEY2012-09-25
3332010-01-01STEVEN BENTLEY STEVEN BENTLEY2011-10-14
3332009-01-01STEVEN BENTLEY STEVEN BENTLEY2010-10-15

Plan Statistics for AVITUS GROUP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for AVITUS GROUP 401(K) RETIREMENT PLAN

Measure Date Value
2020: AVITUS GROUP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,278
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: AVITUS GROUP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,436
Total number of active participants reported on line 7a of the Form 55002019-01-013,422
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01913
Total of all active and inactive participants2019-01-014,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,335
Number of participants with account balances2019-01-012,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0163
2018: AVITUS GROUP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,224
Total number of active participants reported on line 7a of the Form 55002018-01-013,565
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01476
Total of all active and inactive participants2018-01-014,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,041
Number of participants with account balances2018-01-012,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: AVITUS GROUP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,011
Total number of active participants reported on line 7a of the Form 55002017-01-013,328
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01548
Total of all active and inactive participants2017-01-013,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,876
Number of participants with account balances2017-01-011,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: AVITUS GROUP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,054
Total number of active participants reported on line 7a of the Form 55002016-01-012,678
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01369
Total of all active and inactive participants2016-01-013,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,047
Number of participants with account balances2016-01-011,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AVITUS GROUP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,685
Total number of active participants reported on line 7a of the Form 55002015-01-011,487
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01253
Total of all active and inactive participants2015-01-011,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,740
Number of participants with account balances2015-01-01909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: AVITUS GROUP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,003
Total number of active participants reported on line 7a of the Form 55002014-01-011,220
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01258
Total of all active and inactive participants2014-01-011,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,478
Number of participants with account balances2014-01-01790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: AVITUS GROUP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,836
Total number of active participants reported on line 7a of the Form 55002013-01-011,505
Number of other retired or separated participants entitled to future benefits2013-01-01332
Total of all active and inactive participants2013-01-011,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,837
Number of participants with account balances2013-01-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: AVITUS GROUP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,715
Total number of active participants reported on line 7a of the Form 55002012-01-011,307
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01274
Total of all active and inactive participants2012-01-011,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,581
Number of participants with account balances2012-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: AVITUS GROUP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,659
Total number of active participants reported on line 7a of the Form 55002011-01-011,229
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01286
Total of all active and inactive participants2011-01-011,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,515
Number of participants with account balances2011-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: AVITUS GROUP 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,611
Total number of active participants reported on line 7a of the Form 55002010-01-011,152
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01271
Total of all active and inactive participants2010-01-011,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,423
Number of participants with account balances2010-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: AVITUS GROUP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,481
Total number of active participants reported on line 7a of the Form 55002009-01-01760
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01255
Total of all active and inactive participants2009-01-011,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,015
Number of participants with account balances2009-01-01684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on AVITUS GROUP 401(K) RETIREMENT PLAN

Measure Date Value
2020 : AVITUS GROUP 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$59,114
Total transfer of assets from this plan2020-12-31$99,609,138
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$22,704,010
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,356,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,706,341
Value of total corrective distributions2020-12-31$38,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,563,370
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$91,202,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$611,718
Total interest from all sources2020-12-31$59,350
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,089,726
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$1,089,726
Administrative expenses professional fees incurred2020-12-31$15,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,120,464
Participant contributions at beginning of year2020-12-31$1,291,508
Participant contributions at beginning of year2020-12-31$372,511
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$959,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$18,259
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$8,347,479
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$91,202,545
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
Investment advisory and management fees2020-12-31$137,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$89,311,066
Value of interest in pooled separate accounts at end of year2020-12-31$0
Interest on participant loans2020-12-31$59,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,991,564
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,482,915
Employer contributions (assets) at beginning of year2020-12-31$209,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,706,341
Contract administrator fees2020-12-31$459,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31METZ & ASSOCIATES, PLLC
Accountancy firm EIN2020-12-31464558541
2019 : AVITUS GROUP 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$2,185,576
Total transfer of assets from this plan2019-12-31$4,440,201
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$27,425,713
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,395,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,644,308
Value of total corrective distributions2019-12-31$41,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,292,734
Value of total assets at end of year2019-12-31$91,202,545
Value of total assets at beginning of year2019-12-31$74,426,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$709,945
Total interest from all sources2019-12-31$63,507
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,019,760
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$2,019,760
Administrative expenses professional fees incurred2019-12-31$14,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,669,192
Participant contributions at end of year2019-12-31$1,291,508
Participant contributions at beginning of year2019-12-31$1,261,073
Participant contributions at end of year2019-12-31$372,511
Participant contributions at beginning of year2019-12-31$356,113
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$683,282
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$18,259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,569
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$19,030,233
Value of net assets at end of year (total assets less liabilities)2019-12-31$91,202,545
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$74,426,937
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$226,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$89,311,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$72,474,917
Interest on participant loans2019-12-31$63,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,049,712
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,940,260
Employer contributions (assets) at end of year2019-12-31$209,201
Employer contributions (assets) at beginning of year2019-12-31$316,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,644,308
Contract administrator fees2019-12-31$469,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WEINSTEIN ZUGMAN, LLC
Accountancy firm EIN2019-12-31200453834
2018 : AVITUS GROUP 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$5,984,038
Total transfer of assets from this plan2018-12-31$4,603,086
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$7,297,409
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,882,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,161,175
Value of total corrective distributions2018-12-31$41,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,637,078
Value of total assets at end of year2018-12-31$74,426,937
Value of total assets at beginning of year2018-12-31$75,631,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$680,216
Total interest from all sources2018-12-31$55,772
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,253,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,253,618
Administrative expenses professional fees incurred2018-12-31$12,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,071,153
Participant contributions at end of year2018-12-31$1,261,073
Participant contributions at beginning of year2018-12-31$1,388,384
Participant contributions at end of year2018-12-31$356,113
Participant contributions at beginning of year2018-12-31$247,666
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$25,836
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$727,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$18,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$18,509
Other income not declared elsewhere2018-12-31$-992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,585,251
Value of net assets at end of year (total assets less liabilities)2018-12-31$74,426,937
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$75,631,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$220,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$72,474,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$73,666,512
Interest on participant loans2018-12-31$55,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,648,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,838,025
Employer contributions (assets) at end of year2018-12-31$316,265
Employer contributions (assets) at beginning of year2018-12-31$284,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,161,175
Contract administrator fees2018-12-31$447,697
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WEINSTEIN ZUGMAN, LLC
Accountancy firm EIN2018-12-31200453834
2017 : AVITUS GROUP 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$10,050,275
Total transfer of assets from this plan2017-12-31$2,128,134
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$15,376
Total income from all sources (including contributions)2017-12-31$19,463,432
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,038,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,406,710
Value of total corrective distributions2017-12-31$38,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,178,054
Value of total assets at end of year2017-12-31$75,631,236
Value of total assets at beginning of year2017-12-31$54,299,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$593,745
Total interest from all sources2017-12-31$55,074
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,632,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,632,647
Administrative expenses professional fees incurred2017-12-31$27,280
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,064,140
Participant contributions at end of year2017-12-31$1,388,384
Participant contributions at beginning of year2017-12-31$1,065,857
Participant contributions at end of year2017-12-31$247,666
Participant contributions at beginning of year2017-12-31$256,645
Assets. Other investments not covered elsewhere at end of year2017-12-31$25,836
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$12,192
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,872,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$18,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$31,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$15,376
Other income not declared elsewhere2017-12-31$-7,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,424,734
Value of net assets at end of year (total assets less liabilities)2017-12-31$75,631,236
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$54,284,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$179,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$73,666,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$52,629,042
Interest on participant loans2017-12-31$55,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,604,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,241,208
Employer contributions (assets) at end of year2017-12-31$284,329
Employer contributions (assets) at beginning of year2017-12-31$304,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,406,710
Contract administrator fees2017-12-31$387,315
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WEINSTEIN ZUGMAN, LLC
Accountancy firm EIN2017-12-31200453834
2016 : AVITUS GROUP 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$16,854,231
Total transfer of assets from this plan2016-12-31$3,760,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,523
Total income from all sources (including contributions)2016-12-31$9,904,390
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,516,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,095,916
Value of total corrective distributions2016-12-31$13,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,724,480
Value of total assets at end of year2016-12-31$54,299,737
Value of total assets at beginning of year2016-12-31$33,814,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$407,126
Total interest from all sources2016-12-31$36,817
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,124,553
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$1,124,553
Administrative expenses professional fees incurred2016-12-31$12,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,334,917
Participant contributions at end of year2016-12-31$1,065,857
Participant contributions at beginning of year2016-12-31$956,192
Participant contributions at end of year2016-12-31$256,645
Participant contributions at beginning of year2016-12-31$318,000
Assets. Other investments not covered elsewhere at end of year2016-12-31$12,192
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$735,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$31,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$12,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$15,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$11,523
Other income not declared elsewhere2016-12-31$731
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$7,388,020
Value of net assets at end of year (total assets less liabilities)2016-12-31$54,284,361
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,802,925
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
Investment advisory and management fees2016-12-31$138,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$52,629,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,149,669
Interest on participant loans2016-12-31$36,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,017,809
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$1,653,928
Employer contributions (assets) at end of year2016-12-31$304,888
Employer contributions (assets) at beginning of year2016-12-31$377,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,095,916
Contract administrator fees2016-12-31$255,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE
Accountancy firm EIN2016-12-31200453834
2015 : AVITUS GROUP 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,312,464
Total transfer of assets from this plan2015-12-31$1,026,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,523
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,005
Total income from all sources (including contributions)2015-12-31$4,941,046
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,862,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,519,962
Value of total corrective distributions2015-12-31$11,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,939,481
Value of total assets at end of year2015-12-31$33,814,448
Value of total assets at beginning of year2015-12-31$30,449,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$331,164
Total interest from all sources2015-12-31$32,346
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$762,006
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$762,006
Administrative expenses professional fees incurred2015-12-31$11,750
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,452,569
Participant contributions at end of year2015-12-31$956,192
Participant contributions at beginning of year2015-12-31$731,432
Participant contributions at end of year2015-12-31$318,000
Participant contributions at beginning of year2015-12-31$197,433
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$75,870
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$12,764
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$11,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$10,005
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$3,078,266
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,802,925
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,439,080
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
Investment advisory and management fees2015-12-31$92,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,149,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,146,156
Interest on participant loans2015-12-31$32,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-792,787
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$1,411,042
Employer contributions (assets) at end of year2015-12-31$377,823
Employer contributions (assets) at beginning of year2015-12-31$361,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,519,962
Contract administrator fees2015-12-31$227,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE
Accountancy firm EIN2015-12-31200453834
2014 : AVITUS GROUP 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,658,667
Total transfer of assets from this plan2014-12-31$3,847,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,405
Total income from all sources (including contributions)2014-12-31$7,108,983
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,532,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,182,978
Value of total corrective distributions2014-12-31$10,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,966,692
Value of total assets at end of year2014-12-31$30,449,085
Value of total assets at beginning of year2014-12-31$28,059,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$339,225
Total interest from all sources2014-12-31$28,787
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$633,647
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$633,647
Administrative expenses professional fees incurred2014-12-31$12,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,061,926
Participant contributions at end of year2014-12-31$731,432
Participant contributions at beginning of year2014-12-31$700,363
Participant contributions at end of year2014-12-31$197,433
Participant contributions at beginning of year2014-12-31$190,318
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$596,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$10,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,405
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$4,576,775
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,439,080
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,051,204
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
Investment advisory and management fees2014-12-31$82,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,146,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,805,702
Interest on participant loans2014-12-31$28,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,479,857
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$1,308,554
Employer contributions (assets) at end of year2014-12-31$361,411
Employer contributions (assets) at beginning of year2014-12-31$352,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,182,978
Contract administrator fees2014-12-31$244,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE
Accountancy firm EIN2014-12-31200453834
2013 : AVITUS GROUP 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,826,169
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$760
Total income from all sources (including contributions)2013-12-31$7,631,179
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,652,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,330,184
Value of total corrective distributions2013-12-31$8,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,272,000
Value of total assets at end of year2013-12-31$28,059,609
Value of total assets at beginning of year2013-12-31$21,246,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$313,612
Total interest from all sources2013-12-31$26,264
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$736,825
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$736,825
Administrative expenses professional fees incurred2013-12-31$9,700
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$2,823,284
Participant contributions at end of year2013-12-31$700,363
Participant contributions at beginning of year2013-12-31$543,454
Participant contributions at end of year2013-12-31$190,318
Participant contributions at beginning of year2013-12-31$152,278
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$115,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10,442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$8,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$760
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$4,978,978
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,051,204
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,246,057
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
Investment advisory and management fees2013-12-31$72,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,805,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,366,008
Interest on participant loans2013-12-31$26,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,596,090
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$1,333,160
Employer contributions (assets) at end of year2013-12-31$352,784
Employer contributions (assets) at beginning of year2013-12-31$176,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,330,184
Contract administrator fees2013-12-31$230,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE
Accountancy firm EIN2013-12-31200453834
2012 : AVITUS GROUP 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$421,115
Total transfer of assets from this plan2012-12-31$1,730,850
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,454
Total income from all sources (including contributions)2012-12-31$5,462,768
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,470,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,191,494
Value of total corrective distributions2012-12-31$760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,378,376
Value of total assets at end of year2012-12-31$21,246,817
Value of total assets at beginning of year2012-12-31$18,564,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$278,187
Total interest from all sources2012-12-31$20,048
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$479,895
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$479,895
Administrative expenses professional fees incurred2012-12-31$16,079
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$2,302,621
Participant contributions at end of year2012-12-31$543,454
Participant contributions at beginning of year2012-12-31$524,790
Participant contributions at end of year2012-12-31$152,278
Participant contributions at beginning of year2012-12-31$123,234
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$132,512
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$8,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,454
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$3,992,327
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,246,057
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,563,465
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
Investment advisory and management fees2012-12-31$62,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,366,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,777,399
Interest on participant loans2012-12-31$20,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,584,449
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$943,243
Employer contributions (assets) at end of year2012-12-31$176,545
Employer contributions (assets) at beginning of year2012-12-31$129,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,191,494
Contract administrator fees2012-12-31$200,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GOLDSTEIN, ZUGMAN, WEINSTEIN & POOL
Accountancy firm EIN2012-12-31200453834
2011 : AVITUS GROUP 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$612,518
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,036
Total income from all sources (including contributions)2011-12-31$2,582,458
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,209,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$971,080
Value of total corrective distributions2011-12-31$1,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,832,853
Value of total assets at end of year2011-12-31$18,564,919
Value of total assets at beginning of year2011-12-31$16,594,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$237,201
Total interest from all sources2011-12-31$19,617
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$530,682
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$530,682
Administrative expenses professional fees incurred2011-12-31$9,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$2,006,018
Participant contributions at end of year2011-12-31$524,790
Participant contributions at beginning of year2011-12-31$385,805
Participant contributions at end of year2011-12-31$123,234
Participant contributions at beginning of year2011-12-31$221,609
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$50,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$16,036
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$1,372,723
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,563,465
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,578,224
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
Investment advisory and management fees2011-12-31$41,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,777,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,901,648
Interest on participant loans2011-12-31$19,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-800,694
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$776,542
Employer contributions (assets) at end of year2011-12-31$129,354
Employer contributions (assets) at beginning of year2011-12-31$72,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$971,080
Contract administrator fees2011-12-31$187,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GOLDSTEIN, ZUGMAN, WEINSTEIN,& POOL
Accountancy firm EIN2011-12-31200453834
2010 : AVITUS GROUP 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$468,069
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,615
Total income from all sources (including contributions)2010-12-31$4,273,383
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,667,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,436,274
Value of total corrective distributions2010-12-31$16,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,565,779
Value of total assets at end of year2010-12-31$16,594,260
Value of total assets at beginning of year2010-12-31$13,508,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$215,262
Total interest from all sources2010-12-31$13,420
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$303,255
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$303,255
Administrative expenses professional fees incurred2010-12-31$22,888
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$1,863,700
Participant contributions at end of year2010-12-31$385,805
Participant contributions at beginning of year2010-12-31$195,221
Participant contributions at end of year2010-12-31$221,609
Participant contributions at beginning of year2010-12-31$107,299
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$67,606
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$16,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,615
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$2,605,811
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,578,224
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,504,344
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
Investment advisory and management fees2010-12-31$23,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,901,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,109,574
Interest on participant loans2010-12-31$13,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,390,929
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
Contributions received in cash from employer2010-12-31$634,473
Employer contributions (assets) at end of year2010-12-31$72,682
Employer contributions (assets) at beginning of year2010-12-31$93,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,436,274
Contract administrator fees2010-12-31$168,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GOLDSTEIN, ZUGMAN, WEINSTEIN,& POOL
Accountancy firm EIN2010-12-31200453834
2009 : AVITUS GROUP 401(K) RETIREMENT 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 AVITUS GROUP 401(K) RETIREMENT PLAN

2020: AVITUS GROUP 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
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: AVITUS GROUP 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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
2018: AVITUS GROUP 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AVITUS GROUP 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AVITUS GROUP 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: AVITUS GROUP 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: AVITUS GROUP 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: AVITUS GROUP 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: AVITUS GROUP 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: AVITUS GROUP 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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
2010: AVITUS GROUP 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AVITUS GROUP 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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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