OUTSIDE IN has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : OUTSIDE IN 403(B) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total income from all sources (including contributions) | 2022-06-30 | $334,301 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $40,288 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $36,364 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $794,743 |
Value of total assets at end of year | 2022-06-30 | $2,864,202 |
Value of total assets at beginning of year | 2022-06-30 | $2,570,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $3,924 |
Total interest from all sources | 2022-06-30 | $1,169 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $257,019 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $435,661 |
Participant contributions at end of year | 2022-06-30 | $2,021 |
Participant contributions at beginning of year | 2022-06-30 | $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 | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $294,013 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $2,864,202 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $2,570,189 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Investment advisory and management fees | 2022-06-30 | $3,924 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $2,380,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $2,192,514 |
Interest on participant loans | 2022-06-30 | $3 |
Interest earned on other investments | 2022-06-30 | $1,166 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $122,847 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $39,504 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-461,611 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $359,082 |
Employer contributions (assets) at end of year | 2022-06-30 | $359,082 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $338,171 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $36,364 |
Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Disclaimer |
Accountancy firm name | 2022-06-30 | KERN & THOMPSON LLC |
Accountancy firm EIN | 2022-06-30 | 931157146 |
2021 : OUTSIDE IN 403(B) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total income from all sources (including contributions) | 2021-06-30 | $1,170,585 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $19,370 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $16,678 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $715,681 |
Value of total assets at end of year | 2021-06-30 | $2,570,189 |
Value of total assets at beginning of year | 2021-06-30 | $1,418,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $2,692 |
Total interest from all sources | 2021-06-30 | $500 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $141,898 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $372,733 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $4,777 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $1,151,215 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $2,570,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $1,418,974 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Investment advisory and management fees | 2021-06-30 | $2,692 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $2,192,514 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $1,126,137 |
Interest earned on other investments | 2021-06-30 | $500 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $39,504 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $19,846 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $454,404 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $338,171 |
Employer contributions (assets) at end of year | 2021-06-30 | $338,171 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $272,991 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $16,678 |
Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | KERN & THOMPSON LLC |
Accountancy firm EIN | 2021-06-30 | 931157146 |
2020 : OUTSIDE IN 403(B) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $709,850 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $47,074 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $43,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $691,167 |
Value of total assets at end of year | 2020-06-30 | $1,418,974 |
Value of total assets at beginning of year | 2020-06-30 | $756,198 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $3,640 |
Total interest from all sources | 2020-06-30 | $271 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $75,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $343,055 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $75,121 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $662,776 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $1,418,974 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $756,198 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Investment advisory and management fees | 2020-06-30 | $3,640 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $1,126,137 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $534,055 |
Interest earned on other investments | 2020-06-30 | $271 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $19,846 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $7,446 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $18,412 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $272,991 |
Employer contributions (assets) at end of year | 2020-06-30 | $272,991 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $214,697 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $43,434 |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | KERN & THOMPSON LLC |
Accountancy firm EIN | 2020-06-30 | 931157146 |
2019 : OUTSIDE IN 403(B) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $770,121 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $13,923 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $12,738 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $743,161 |
Value of total assets at end of year | 2019-06-30 | $756,198 |
Value of total assets at beginning of year | 2019-06-30 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $1,185 |
Total interest from all sources | 2019-06-30 | $66 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $75,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $238,407 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $290,057 |
Other income not declared elsewhere | 2019-06-30 | $170 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $756,198 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $756,198 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Investment advisory and management fees | 2019-06-30 | $1,185 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $534,055 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $0 |
Interest earned on other investments | 2019-06-30 | $66 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $7,446 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $26,724 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $214,697 |
Employer contributions (assets) at end of year | 2019-06-30 | $214,697 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $12,738 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-06-30 | No |
Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | KERN & THOMPSON LLC |
Accountancy firm EIN | 2019-06-30 | 931157146 |