BETTER BUSINESS SYSTEMS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AVITUS GROUP 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2020 : AVITUS GROUP 401(K) RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $59,114 |
Total transfer of assets from this plan | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $14,356,531 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $13,706,341 |
Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $0 |
Value of total assets at beginning of year | 2020-12-31 | $91,202,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $611,718 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,089,726 |
Administrative expenses professional fees incurred | 2020-12-31 | $15,000 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $7,120,464 |
Participant contributions at beginning of year | 2020-12-31 | $1,291,508 |
Participant contributions at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $137,063 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $89,311,066 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,482,915 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $209,201 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $13,706,341 |
Contract administrator fees | 2020-12-31 | $459,655 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | METZ & ASSOCIATES, PLLC |
Accountancy firm EIN | 2020-12-31 | 464558541 |
2019 : AVITUS GROUP 401(K) RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $2,185,576 |
Total transfer of assets from this plan | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $8,395,480 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,644,308 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $91,202,545 |
Value of total assets at beginning of year | 2019-12-31 | $74,426,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $709,945 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,019,760 |
Administrative expenses professional fees incurred | 2019-12-31 | $14,000 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $7,669,192 |
Participant contributions at end of year | 2019-12-31 | $1,291,508 |
Participant contributions at beginning of year | 2019-12-31 | $1,261,073 |
Participant contributions at end of year | 2019-12-31 | $372,511 |
Participant contributions at beginning of year | 2019-12-31 | $356,113 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $18,259 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $226,435 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $89,311,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $72,474,917 |
Interest on participant loans | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,940,260 |
Employer contributions (assets) at end of year | 2019-12-31 | $209,201 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $316,265 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,644,308 |
Contract administrator fees | 2019-12-31 | $469,510 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | WEINSTEIN ZUGMAN, LLC |
Accountancy firm EIN | 2019-12-31 | 200453834 |
2018 : AVITUS GROUP 401(K) RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $5,984,038 |
Total transfer of assets from this plan | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $9,882,660 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,161,175 |
Value of total corrective distributions | 2018-12-31 | $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 year | 2018-12-31 | $74,426,937 |
Value of total assets at beginning of year | 2018-12-31 | $75,631,236 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $680,216 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,253,618 |
Administrative expenses professional fees incurred | 2018-12-31 | $12,500 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $7,071,153 |
Participant contributions at end of year | 2018-12-31 | $1,261,073 |
Participant contributions at beginning of year | 2018-12-31 | $1,388,384 |
Participant contributions at end of year | 2018-12-31 | $356,113 |
Participant contributions at beginning of year | 2018-12-31 | $247,666 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $18,569 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $18,509 |
Other income not declared elsewhere | 2018-12-31 | $-992 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $220,019 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $72,474,917 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $73,666,512 |
Interest on participant loans | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,838,025 |
Employer contributions (assets) at end of year | 2018-12-31 | $316,265 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $284,329 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,161,175 |
Contract administrator fees | 2018-12-31 | $447,697 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | WEINSTEIN ZUGMAN, LLC |
Accountancy firm EIN | 2018-12-31 | 200453834 |
2017 : AVITUS GROUP 401(K) RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $10,050,275 |
Total transfer of assets from this plan | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $6,038,698 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,406,710 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $75,631,236 |
Value of total assets at beginning of year | 2017-12-31 | $54,299,737 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $593,745 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,632,647 |
Administrative expenses professional fees incurred | 2017-12-31 | $27,280 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $6,064,140 |
Participant contributions at end of year | 2017-12-31 | $1,388,384 |
Participant contributions at beginning of year | 2017-12-31 | $1,065,857 |
Participant contributions at end of year | 2017-12-31 | $247,666 |
Participant contributions at beginning of year | 2017-12-31 | $256,645 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $25,836 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $18,509 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $31,113 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $15,376 |
Other income not declared elsewhere | 2017-12-31 | $-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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $179,150 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $73,666,512 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $52,629,042 |
Interest on participant loans | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,241,208 |
Employer contributions (assets) at end of year | 2017-12-31 | $284,329 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $304,888 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,406,710 |
Contract administrator fees | 2017-12-31 | $387,315 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | WEINSTEIN ZUGMAN, LLC |
Accountancy firm EIN | 2017-12-31 | 200453834 |
2016 : AVITUS GROUP 401(K) RETIREMENT PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $16,854,231 |
Total transfer of assets from this plan | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,516,370 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,095,916 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $54,299,737 |
Value of total assets at beginning of year | 2016-12-31 | $33,814,448 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $407,126 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,124,553 |
Administrative expenses professional fees incurred | 2016-12-31 | $12,500 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $4,334,917 |
Participant contributions at end of year | 2016-12-31 | $1,065,857 |
Participant contributions at beginning of year | 2016-12-31 | $956,192 |
Participant contributions at end of year | 2016-12-31 | $256,645 |
Participant contributions at beginning of year | 2016-12-31 | $318,000 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $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 year | 2016-12-31 | $31,113 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $12,764 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $15,376 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $11,523 |
Other income not declared elsewhere | 2016-12-31 | $731 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $138,952 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $52,629,042 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $32,149,669 |
Interest on participant loans | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,653,928 |
Employer contributions (assets) at end of year | 2016-12-31 | $304,888 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $377,823 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,095,916 |
Contract administrator fees | 2016-12-31 | $255,674 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE |
Accountancy firm EIN | 2016-12-31 | 200453834 |
2015 : AVITUS GROUP 401(K) RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $1,312,464 |
Total transfer of assets from this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,862,780 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,519,962 |
Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $33,814,448 |
Value of total assets at beginning of year | 2015-12-31 | $30,449,085 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $331,164 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $762,006 |
Administrative expenses professional fees incurred | 2015-12-31 | $11,750 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $3,452,569 |
Participant contributions at end of year | 2015-12-31 | $956,192 |
Participant contributions at beginning of year | 2015-12-31 | $731,432 |
Participant contributions at end of year | 2015-12-31 | $318,000 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $12,764 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $12,653 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $11,523 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $92,339 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $32,149,669 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $29,146,156 |
Interest on participant loans | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,411,042 |
Employer contributions (assets) at end of year | 2015-12-31 | $377,823 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $361,411 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,519,962 |
Contract administrator fees | 2015-12-31 | $227,075 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE |
Accountancy firm EIN | 2015-12-31 | 200453834 |
2014 : AVITUS GROUP 401(K) RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $1,658,667 |
Total transfer of assets from this plan | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,532,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,182,978 |
Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $30,449,085 |
Value of total assets at beginning of year | 2014-12-31 | $28,059,609 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $339,225 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $633,647 |
Administrative expenses professional fees incurred | 2014-12-31 | $12,000 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,061,926 |
Participant contributions at end of year | 2014-12-31 | $731,432 |
Participant contributions at beginning of year | 2014-12-31 | $700,363 |
Participant contributions at end of year | 2014-12-31 | $197,433 |
Participant contributions at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $12,653 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $10,442 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $10,005 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $82,727 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $29,146,156 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $26,805,702 |
Interest on participant loans | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,308,554 |
Employer contributions (assets) at end of year | 2014-12-31 | $361,411 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $352,784 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,182,978 |
Contract administrator fees | 2014-12-31 | $244,498 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE |
Accountancy firm EIN | 2014-12-31 | 200453834 |
2013 : AVITUS GROUP 401(K) RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,652,201 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,330,184 |
Value of total corrective distributions | 2013-12-31 | $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 year | 2013-12-31 | $28,059,609 |
Value of total assets at beginning of year | 2013-12-31 | $21,246,817 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $313,612 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $736,825 |
Administrative expenses professional fees incurred | 2013-12-31 | $9,700 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,823,284 |
Participant contributions at end of year | 2013-12-31 | $700,363 |
Participant contributions at beginning of year | 2013-12-31 | $543,454 |
Participant contributions at end of year | 2013-12-31 | $190,318 |
Participant contributions at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $10,442 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $8,532 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $8,405 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $760 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $72,933 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $26,805,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $20,366,008 |
Interest on participant loans | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,333,160 |
Employer contributions (assets) at end of year | 2013-12-31 | $352,784 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $176,545 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,330,184 |
Contract administrator fees | 2013-12-31 | $230,979 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE |
Accountancy firm EIN | 2013-12-31 | 200453834 |
2012 : AVITUS GROUP 401(K) RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $421,115 |
Total transfer of assets from this plan | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,470,441 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,191,494 |
Value of total corrective distributions | 2012-12-31 | $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 year | 2012-12-31 | $21,246,817 |
Value of total assets at beginning of year | 2012-12-31 | $18,564,919 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $278,187 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $479,895 |
Administrative expenses professional fees incurred | 2012-12-31 | $16,079 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,302,621 |
Participant contributions at end of year | 2012-12-31 | $543,454 |
Participant contributions at beginning of year | 2012-12-31 | $524,790 |
Participant contributions at end of year | 2012-12-31 | $152,278 |
Participant contributions at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $8,532 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $10,142 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $760 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $62,026 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $20,366,008 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $17,777,399 |
Interest on participant loans | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $943,243 |
Employer contributions (assets) at end of year | 2012-12-31 | $176,545 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $129,354 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,191,494 |
Contract administrator fees | 2012-12-31 | $200,082 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | GOLDSTEIN, ZUGMAN, WEINSTEIN & POOL |
Accountancy firm EIN | 2012-12-31 | 200453834 |
2011 : AVITUS GROUP 401(K) RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,209,735 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $971,080 |
Value of total corrective distributions | 2011-12-31 | $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 year | 2011-12-31 | $18,564,919 |
Value of total assets at beginning of year | 2011-12-31 | $16,594,260 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $237,201 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $530,682 |
Administrative expenses professional fees incurred | 2011-12-31 | $9,000 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,006,018 |
Participant contributions at end of year | 2011-12-31 | $524,790 |
Participant contributions at beginning of year | 2011-12-31 | $385,805 |
Participant contributions at end of year | 2011-12-31 | $123,234 |
Participant contributions at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $10,142 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $12,516 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,454 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $41,173 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,777,399 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $15,901,648 |
Interest on participant loans | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $776,542 |
Employer contributions (assets) at end of year | 2011-12-31 | $129,354 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $72,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $971,080 |
Contract administrator fees | 2011-12-31 | $187,028 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | GOLDSTEIN, ZUGMAN, WEINSTEIN,& POOL |
Accountancy firm EIN | 2011-12-31 | 200453834 |
2010 : AVITUS GROUP 401(K) RETIREMENT PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,667,572 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,436,274 |
Value of total corrective distributions | 2010-12-31 | $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 year | 2010-12-31 | $16,594,260 |
Value of total assets at beginning of year | 2010-12-31 | $13,508,959 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $215,262 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $303,255 |
Administrative expenses professional fees incurred | 2010-12-31 | $22,888 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,863,700 |
Participant contributions at end of year | 2010-12-31 | $385,805 |
Participant contributions at beginning of year | 2010-12-31 | $195,221 |
Participant contributions at end of year | 2010-12-31 | $221,609 |
Participant contributions at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $12,516 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,908 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $16,036 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $23,473 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $15,901,648 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $13,109,574 |
Interest on participant loans | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $634,473 |
Employer contributions (assets) at end of year | 2010-12-31 | $72,682 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $93,957 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,436,274 |
Contract administrator fees | 2010-12-31 | $168,901 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | GOLDSTEIN, ZUGMAN, WEINSTEIN,& POOL |
Accountancy firm EIN | 2010-12-31 | 200453834 |
2009 : AVITUS GROUP 401(K) RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |