HEARTLAND VETERINARY PARTNERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEARTLAND VETERINARY PARTNERS 401(K) PLAN
Measure | Date | Value |
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2022 : HEARTLAND VETERINARY PARTNERS 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $117,204 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $50,313 |
Total income from all sources (including contributions) | 2022-12-31 | $4,341,563 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $505,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $499,382 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $6,043,694 |
Value of total assets at end of year | 2022-12-31 | $10,827,739 |
Value of total assets at beginning of year | 2022-12-31 | $6,924,499 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,832 |
Total interest from all sources | 2022-12-31 | $1,748 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,113,855 |
Participant contributions at end of year | 2022-12-31 | $1,700 |
Participant contributions at beginning of year | 2022-12-31 | $1,462 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,457,634 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $117,204 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $50,313 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $3,836,349 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,710,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,874,186 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $10,212,614 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $6,684,355 |
Interest on participant loans | 2022-12-31 | $34 |
Interest earned on other investments | 2022-12-31 | $1,714 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $141,220 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $83,941 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,703,879 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $472,205 |
Employer contributions (assets) at end of year | 2022-12-31 | $472,205 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $154,741 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $499,382 |
Contract administrator fees | 2022-12-31 | $5,832 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FGMK, LLC |
Accountancy firm EIN | 2022-12-31 | 362929601 |
2021 : HEARTLAND VETERINARY PARTNERS 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $50,313 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $83,487 |
Total income from all sources (including contributions) | 2021-12-31 | $3,580,651 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $301,732 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $300,067 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,896,333 |
Value of total assets at end of year | 2021-12-31 | $6,924,499 |
Value of total assets at beginning of year | 2021-12-31 | $3,678,754 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,665 |
Total interest from all sources | 2021-12-31 | $952 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,390,628 |
Participant contributions at end of year | 2021-12-31 | $1,462 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $350,964 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $50,313 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $83,487 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,278,919 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,874,186 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,595,267 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $6,684,355 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,616,739 |
Interest on participant loans | 2021-12-31 | $11 |
Interest earned on other investments | 2021-12-31 | $941 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $83,941 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $62,015 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $683,366 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $154,741 |
Employer contributions (assets) at end of year | 2021-12-31 | $154,741 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $300,067 |
Contract administrator fees | 2021-12-31 | $1,665 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FGMK, LLC |
Accountancy firm EIN | 2021-12-31 | 362929601 |
2020 : HEARTLAND VETERINARY PARTNERS 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $83,487 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $45,193 |
Total income from all sources (including contributions) | 2020-12-31 | $2,300,262 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $147,283 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $145,828 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,803,334 |
Value of total assets at end of year | 2020-12-31 | $3,678,754 |
Value of total assets at beginning of year | 2020-12-31 | $1,487,481 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,455 |
Total interest from all sources | 2020-12-31 | $420 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
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 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,260,404 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $542,930 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $83,487 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $45,193 |
Other income not declared elsewhere | 2020-12-31 | $0 |
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 | $2,152,979 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,595,267 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,442,288 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,616,739 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,484,139 |
Interest on participant loans | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $420 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $62,015 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,342 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $496,508 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $145,828 |
Contract administrator fees | 2020-12-31 | $1,455 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | FGMK, LLC |
Accountancy firm EIN | 2020-12-31 | 362929601 |
2019 : HEARTLAND VETERINARY PARTNERS 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $45,193 |
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 | $955,086 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $22,659 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $17,637 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $784,129 |
Value of total assets at end of year | 2019-12-31 | $1,487,481 |
Value of total assets at beginning of year | 2019-12-31 | $509,861 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,022 |
Total interest from all sources | 2019-12-31 | $25 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $144,700 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $45,193 |
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 | $932,427 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,442,288 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $509,861 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,484,139 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $507,892 |
Interest earned on other investments | 2019-12-31 | $25 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,342 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,969 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $170,932 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $639,429 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $17,637 |
Contract administrator fees | 2019-12-31 | $5,022 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | FGMK, LLC |
Accountancy firm EIN | 2019-12-31 | 362929601 |
2018 : HEARTLAND VETERINARY PARTNERS 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $322,139 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $6,789 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,604 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $379,192 |
Value of total assets at end of year | 2018-12-31 | $509,861 |
Value of total assets at beginning of year | 2018-12-31 | $194,511 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $185 |
Total interest from all sources | 2018-12-31 | $17 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
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 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $352,765 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $26,427 |
Other income not declared elsewhere | 2018-12-31 | $0 |
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 | $315,350 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $509,861 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $194,511 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $507,892 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $193,408 |
Interest on participant loans | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $17 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,969 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,103 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-57,070 |
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 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,604 |
Contract administrator fees | 2018-12-31 | $185 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2018-12-31 | 381357951 |