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WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:WASATCH PEDIATRICS, INC.
Employer identification number (EIN):870550275
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01MARK S. DAVIS2023-01-24
0012020-01-01DOUGLAS E. GRANT2021-10-11 DOUGLAS E. GRANT2021-10-11
0012020-01-01MARK S. DAVIS2023-01-24 MARK S. DAVIS2023-01-24
0012019-01-01DOUGLAS E. GRANT2020-10-12 DOUGLAS E. GRANT2020-10-12
0012019-01-01DOUGLAS E. GRANT2020-12-17 DOUGLAS E. GRANT2020-12-17
0012018-01-01DOUGLAS E. GRANT2019-10-02 DOUGLAS E. GRANT2019-10-02
0012018-01-01DOUGLAS E. GRANT2019-12-18 DOUGLAS E. GRANT2019-12-18
0012017-01-01
0012017-01-01
0012016-01-01
0012016-01-01DOUGLAS E. GRANT2017-10-13
0012015-01-01
0012015-01-01DOUGLAS E. GRANT2016-10-14
0012014-01-01
0012013-01-01
0012012-01-01DOUGLAS GRANT DOUGLAS GRANT2013-10-14
0012011-01-01DOUGLAS E. GRANT DOUGLAS E. GRANT2012-10-12
0012009-01-01DOUGLAS GRANT DOUGLAS GRANT2010-10-12
0012008-01-01

Plan Statistics for WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01285
Total number of active participants reported on line 7a of the Form 55002022-01-01187
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0182
Total of all active and inactive participants2022-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01269
Number of participants with account balances2022-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01280
Total number of active participants reported on line 7a of the Form 55002021-01-01197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0178
Total of all active and inactive participants2021-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01275
Number of participants with account balances2021-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01246
Total number of active participants reported on line 7a of the Form 55002020-01-01206
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01268
Total participants2020-01-01268
Number of participants with account balances2020-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01271
Total number of active participants reported on line 7a of the Form 55002019-01-01206
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01234
Number of participants with account balances2019-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01266
Total number of active participants reported on line 7a of the Form 55002018-01-01206
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01255
Number of participants with account balances2018-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01249
Total number of active participants reported on line 7a of the Form 55002017-01-01205
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01248
Total participants2017-01-01248
Number of participants with account balances2017-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01258
Total number of active participants reported on line 7a of the Form 55002016-01-01194
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01235
Number of participants with account balances2016-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01259
Total number of active participants reported on line 7a of the Form 55002015-01-01185
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01250
Number of participants with account balances2015-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01239
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01244
Number of participants with account balances2014-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01234
Total number of active participants reported on line 7a of the Form 55002013-01-01175
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01228
Number of participants with account balances2013-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01227
Total number of active participants reported on line 7a of the Form 55002012-01-01165
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0156
Total of all active and inactive participants2012-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01221
Number of participants with account balances2012-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01221
Total number of active participants reported on line 7a of the Form 55002011-01-01169
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01216
Number of participants with account balances2011-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01212
Total number of active participants reported on line 7a of the Form 55002009-01-01179
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01219
Total participants2009-01-01219
Number of participants with account balances2009-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,053,851
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,692,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,635,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,792,853
Value of total assets at end of year2022-12-31$49,907,934
Value of total assets at beginning of year2022-12-31$59,654,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,645
Total interest from all sources2022-12-31$45,217
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$935,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$935,722
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,236,650
Participant contributions at end of year2022-12-31$508,154
Participant contributions at beginning of year2022-12-31$348,053
Participant contributions at end of year2022-12-31$95,590
Participant contributions at beginning of year2022-12-31$147,315
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$82,782
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,746,435
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,907,934
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$59,654,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,972,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$57,190,189
Interest on participant loans2022-12-31$25,302
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,291,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,179,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,179,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$19,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,827,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$473,421
Employer contributions (assets) at end of year2022-12-31$39,883
Employer contributions (assets) at beginning of year2022-12-31$786,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,635,939
Contract administrator fees2022-12-31$6,645
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HBME, LLC
Accountancy firm EIN2022-12-31824439676
2021 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$9,788,647
Total of all expenses incurred2021-12-31$6,092,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,033,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,835,886
Value of total assets at end of year2021-12-31$58,937,702
Value of total assets at beginning of year2021-12-31$55,242,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,995
Total interest from all sources2021-12-31$23,315
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$727,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$727,216
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,194,668
Participant contributions at end of year2021-12-31$350,427
Participant contributions at beginning of year2021-12-31$374,927
Participant contributions at end of year2021-12-31$147,315
Participant contributions at beginning of year2021-12-31$102,686
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$91,247
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,695,648
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,937,702
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,242,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$57,190,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$52,366,066
Interest on participant loans2021-12-31$22,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,179,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,654,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,654,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,202,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$549,971
Employer contributions (assets) at end of year2021-12-31$69,797
Employer contributions (assets) at beginning of year2021-12-31$740,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,033,004
Contract administrator fees2021-12-31$9,995
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2021-12-31870628064
2020 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$9,624,746
Total of all expenses incurred2020-12-31$1,126,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,074,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,482,724
Value of total assets at end of year2020-12-31$55,242,054
Value of total assets at beginning of year2020-12-31$46,743,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$51,665
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$35,428
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$764,006
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$764,006
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,231,940
Participant contributions at end of year2020-12-31$374,927
Participant contributions at beginning of year2020-12-31$527,603
Participant contributions at end of year2020-12-31$102,686
Participant contributions at beginning of year2020-12-31$93,297
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,459
Other income not declared elsewhere2020-12-31$6,342,588
Administrative expenses (other) incurred2020-12-31$50,000
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$8,498,183
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,242,054
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$46,743,871
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$1,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$52,366,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,920,039
Interest on participant loans2020-12-31$31,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,654,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$403,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$403,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,225,520
Employer contributions (assets) at end of year2020-12-31$740,379
Employer contributions (assets) at beginning of year2020-12-31$794,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,074,898
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2020-12-31870628064
2019 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$10,742,820
Total of all expenses incurred2019-12-31$1,816,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,759,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,491,515
Value of total assets at end of year2019-12-31$46,743,871
Value of total assets at beginning of year2019-12-31$37,818,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,305
Total interest from all sources2019-12-31$42,874
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$716,954
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$716,954
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,255,839
Participant contributions at end of year2019-12-31$527,603
Participant contributions at beginning of year2019-12-31$577,749
Participant contributions at end of year2019-12-31$93,297
Participant contributions at beginning of year2019-12-31$91,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,884
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$8,925,864
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,743,871
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,818,007
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,920,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$36,032,666
Interest on participant loans2019-12-31$35,058
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$403,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$335,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$335,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,491,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,235,676
Employer contributions (assets) at end of year2019-12-31$794,684
Employer contributions (assets) at beginning of year2019-12-31$775,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,759,651
Contract administrator fees2019-12-31$7,305
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2019-12-31870628064
2018 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,915,413
Total of all expenses incurred2017-12-31$1,698,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,657,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,399,141
Value of total assets at end of year2017-12-31$37,797,389
Value of total assets at beginning of year2017-12-31$31,580,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,746
Total interest from all sources2017-12-31$33,793
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$532,295
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$532,295
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,236,931
Participant contributions at end of year2017-12-31$503,949
Participant contributions at beginning of year2017-12-31$386,630
Participant contributions at end of year2017-12-31$104,963
Participant contributions at beginning of year2017-12-31$90,494
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$713,232
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,461
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,668
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$6,216,966
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,797,389
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,580,423
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$35,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,839,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,656,753
Income. Interest from loans (other than to participants)2017-12-31$30,030
Interest earned on other investments2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$305,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$697,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$697,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,950,184
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$448,978
Employer contributions (assets) at end of year2017-12-31$43,066
Employer contributions (assets) at beginning of year2017-12-31$746,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,657,701
Contract administrator fees2017-12-31$5,190
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2017-12-31870628064
2016 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,547,325
Total of all expenses incurred2016-12-31$576,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$571,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,319,112
Value of total assets at end of year2016-12-31$31,580,423
Value of total assets at beginning of year2016-12-31$27,610,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,220
Total interest from all sources2016-12-31$21,602
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$347,834
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$347,834
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,166,105
Participant contributions at end of year2016-12-31$386,630
Participant contributions at beginning of year2016-12-31$353,076
Participant contributions at end of year2016-12-31$90,494
Participant contributions at beginning of year2016-12-31$102,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,542
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$3,970,393
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,580,423
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,610,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$29,656,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,811,339
Income. Interest from loans (other than to participants)2016-12-31$21,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$697,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$750,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$750,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,858,777
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$1,153,007
Employer contributions (assets) at end of year2016-12-31$746,085
Employer contributions (assets) at beginning of year2016-12-31$590,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$571,712
Contract administrator fees2016-12-31$5,220
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2016-12-31870628064
2015 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,133,597
Total of all expenses incurred2015-12-31$872,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$868,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,732,482
Value of total assets at end of year2015-12-31$27,083,417
Value of total assets at beginning of year2015-12-31$25,822,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,510
Total interest from all sources2015-12-31$22,602
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$314,116
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$314,116
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,161,008
Participant contributions at end of year2015-12-31$355,665
Participant contributions at beginning of year2015-12-31$290,147
Participant contributions at end of year2015-12-31$102,625
Participant contributions at beginning of year2015-12-31$101,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,261,149
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,083,417
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,822,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,811,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,330,423
Interest on participant loans2015-12-31$22,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$750,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$545,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$545,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$64,397
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$571,474
Employer contributions (assets) at end of year2015-12-31$63,438
Employer contributions (assets) at beginning of year2015-12-31$554,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$868,938
Contract administrator fees2015-12-31$3,510
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2015-12-31870628064
2014 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,701,080
Total of all expenses incurred2014-12-31$256,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$253,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,111,202
Value of total assets at end of year2014-12-31$25,822,268
Value of total assets at beginning of year2014-12-31$22,377,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,000
Total interest from all sources2014-12-31$16,025
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$280,306
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$280,306
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,076,791
Participant contributions at end of year2014-12-31$290,147
Participant contributions at beginning of year2014-12-31$209,787
Participant contributions at end of year2014-12-31$101,600
Participant contributions at beginning of year2014-12-31$96,201
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,444,531
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,822,268
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,377,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,330,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,098,391
Interest on participant loans2014-12-31$16,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$545,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$494,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$494,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,293,547
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$1,031,807
Employer contributions (assets) at end of year2014-12-31$554,841
Employer contributions (assets) at beginning of year2014-12-31$477,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$253,549
Contract administrator fees2014-12-31$3,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2014-12-31870628064
2013 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,102,806
Total of all expenses incurred2013-12-31$356,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$353,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,895,729
Value of total assets at end of year2013-12-31$22,377,737
Value of total assets at beginning of year2013-12-31$16,631,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,420
Total interest from all sources2013-12-31$13,465
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$229,421
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$229,421
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$999,399
Participant contributions at end of year2013-12-31$209,787
Participant contributions at beginning of year2013-12-31$172,928
Participant contributions at end of year2013-12-31$96,201
Participant contributions at beginning of year2013-12-31$71,985
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,497
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$5,746,234
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,377,737
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,631,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,098,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,509,152
Interest on participant loans2013-12-31$13,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$494,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$463,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$463,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,964,191
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$896,330
Employer contributions (assets) at end of year2013-12-31$477,525
Employer contributions (assets) at beginning of year2013-12-31$413,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$353,152
Contract administrator fees2013-12-31$3,420
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2013-12-31870628064
2012 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,861,886
Total of all expenses incurred2012-12-31$1,388,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,384,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,710,241
Value of total assets at end of year2012-12-31$16,631,503
Value of total assets at beginning of year2012-12-31$14,157,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,050
Total interest from all sources2012-12-31$11,276
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$243,183
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$243,183
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$910,629
Participant contributions at end of year2012-12-31$172,928
Participant contributions at beginning of year2012-12-31$199,217
Participant contributions at end of year2012-12-31$71,985
Participant contributions at beginning of year2012-12-31$64,295
Other income not declared elsewhere2012-12-31$1,039
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$2,473,776
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,631,503
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,157,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,509,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,066,409
Interest on participant loans2012-12-31$11,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$463,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$437,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$437,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,896,147
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$799,612
Employer contributions (assets) at end of year2012-12-31$413,834
Employer contributions (assets) at beginning of year2012-12-31$390,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,384,060
Contract administrator fees2012-12-31$4,050
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2012-12-31870628064
2011 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,169,763
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$889,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$865,768
Value of total corrective distributions2011-12-31$21,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,711,934
Value of total assets at end of year2011-12-31$14,157,727
Value of total assets at beginning of year2011-12-31$13,877,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,825
Total interest from all sources2011-12-31$9,934
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$216,512
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$216,512
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$896,448
Participant contributions at end of year2011-12-31$199,217
Participant contributions at beginning of year2011-12-31$142,061
Participant contributions at end of year2011-12-31$64,295
Participant contributions at beginning of year2011-12-31$43,818
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$47,571
Other income not declared elsewhere2011-12-31$31
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$280,151
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,157,727
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,877,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,066,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,630,061
Interest on participant loans2011-12-31$9,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$437,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$358,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$358,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-768,648
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$767,915
Employer contributions (assets) at end of year2011-12-31$390,469
Employer contributions (assets) at beginning of year2011-12-31$703,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$865,768
Contract administrator fees2011-12-31$2,825
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2011-12-31870628064
2010 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,855,370
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,025,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,907,235
Value of total corrective distributions2010-12-31$115,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,459,808
Value of total assets at end of year2010-12-31$13,877,576
Value of total assets at beginning of year2010-12-31$13,047,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,950
Total interest from all sources2010-12-31$10,159
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$208,689
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$208,689
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$753,657
Participant contributions at end of year2010-12-31$142,061
Participant contributions at beginning of year2010-12-31$111,016
Participant contributions at end of year2010-12-31$43,818
Participant contributions at beginning of year2010-12-31$52,338
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,193
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$829,578
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,877,576
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,047,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,630,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,828,597
Interest on participant loans2010-12-31$10,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$358,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$320,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$320,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,176,714
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$703,110
Employer contributions (assets) at end of year2010-12-31$703,110
Employer contributions (assets) at beginning of year2010-12-31$731,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,907,235
Contract administrator fees2010-12-31$2,950
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2010-12-31870628064
2009 : WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING 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 WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN

2022: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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