CATALYST FAMILY INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : CATALYST FAMILY 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $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 | $-888,327 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $899,185 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $788,981 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $6,740 |
Value of total corrective distributions | 2022-12-31 | $22,695 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,698,323 |
Value of total assets at end of year | 2022-12-31 | $15,313,160 |
Value of total assets at beginning of year | 2022-12-31 | $17,100,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $80,769 |
Total interest from all sources | 2022-12-31 | $28,397 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $407,819 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $407,819 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,445,315 |
Participant contributions at end of year | 2022-12-31 | $176,353 |
Participant contributions at beginning of year | 2022-12-31 | $146,141 |
Participant contributions at end of year | 2022-12-31 | $52,310 |
Participant contributions at beginning of year | 2022-12-31 | $103 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,216 |
Other income not declared elsewhere | 2022-12-31 | $152 |
Administrative expenses (other) incurred | 2022-12-31 | $80,769 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,787,512 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $15,313,160 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,100,672 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,979,560 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $15,838,508 |
Interest on participant loans | 2022-12-31 | $13,860 |
Interest earned on other investments | 2022-12-31 | $14,537 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $853,144 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $889,062 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,023,018 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $251,792 |
Employer contributions (assets) at end of year | 2022-12-31 | $251,793 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $226,858 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $788,981 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | COULTER & JUSTUS, P.C. |
Accountancy firm EIN | 2022-12-31 | 621532536 |
2021 : CATALYST FAMILY 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,877,374 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,113,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,003,140 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $17,456 |
Value of total corrective distributions | 2021-12-31 | $14,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,588,500 |
Value of total assets at end of year | 2021-12-31 | $17,100,672 |
Value of total assets at beginning of year | 2021-12-31 | $14,337,125 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $78,784 |
Total interest from all sources | 2021-12-31 | $24,855 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $568,828 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $568,828 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,276,491 |
Participant contributions at end of year | 2021-12-31 | $146,141 |
Participant contributions at beginning of year | 2021-12-31 | $202,639 |
Participant contributions at end of year | 2021-12-31 | $103 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $82,567 |
Administrative expenses (other) incurred | 2021-12-31 | $78,784 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,763,547 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,100,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,337,125 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $15,838,508 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,290,262 |
Interest on participant loans | 2021-12-31 | $12,972 |
Interest earned on other investments | 2021-12-31 | $11,883 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $889,062 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $844,224 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,695,191 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $229,442 |
Employer contributions (assets) at end of year | 2021-12-31 | $226,858 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,003,140 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | COULTER & JUSTUS, P.C. |
Accountancy firm EIN | 2021-12-31 | 621532536 |
2020 : CATALYST FAMILY 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,938,027 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $567,529 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $469,182 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $19,959 |
Value of total corrective distributions | 2020-12-31 | $11,479 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,208,330 |
Value of total assets at end of year | 2020-12-31 | $14,337,125 |
Value of total assets at beginning of year | 2020-12-31 | $11,966,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $66,909 |
Total interest from all sources | 2020-12-31 | $18,021 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $447,700 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $447,700 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,204,102 |
Participant contributions at end of year | 2020-12-31 | $202,639 |
Participant contributions at beginning of year | 2020-12-31 | $215,625 |
Participant contributions at beginning of year | 2020-12-31 | $42,785 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,228 |
Other income not declared elsewhere | 2020-12-31 | $707 |
Administrative expenses (other) incurred | 2020-12-31 | $66,909 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,370,498 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,337,125 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,966,627 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $13,290,262 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,964,854 |
Interest on participant loans | 2020-12-31 | $18,021 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $844,224 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $743,363 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,246,282 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $16,987 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $469,182 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WRIGHT, FORD AND YOUNG & CO |
Accountancy firm EIN | 2020-12-31 | 953288054 |
2019 : CATALYST FAMILY 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,285,205 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $906,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $830,262 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $3,472 |
Value of total corrective distributions | 2019-12-31 | $10,437 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,185,107 |
Value of total assets at end of year | 2019-12-31 | $11,966,627 |
Value of total assets at beginning of year | 2019-12-31 | $9,587,774 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $62,181 |
Total interest from all sources | 2019-12-31 | $12,318 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $419,060 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $419,060 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,085,864 |
Participant contributions at end of year | 2019-12-31 | $215,625 |
Participant contributions at beginning of year | 2019-12-31 | $162,624 |
Participant contributions at end of year | 2019-12-31 | $42,785 |
Participant contributions at beginning of year | 2019-12-31 | $41,109 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $99,243 |
Other income not declared elsewhere | 2019-12-31 | $662 |
Administrative expenses (other) incurred | 2019-12-31 | $62,181 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,378,853 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,966,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,587,774 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,964,854 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,544,062 |
Interest on participant loans | 2019-12-31 | $12,318 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $743,363 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $708,163 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,649,335 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $18,723 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Employer contributions (assets) at beginning of year | 2019-12-31 | $131,816 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $830,262 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WRIGHT, FORD AND YOUNG & CO |
Accountancy firm EIN | 2019-12-31 | 953288054 |
2018 : CATALYST FAMILY 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $9,999,297 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $254,813 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $666,336 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $572,364 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $62,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $805,627 |
Value of total assets at end of year | 2018-12-31 | $9,587,774 |
Value of total assets at beginning of year | 2018-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $31,333 |
Total interest from all sources | 2018-12-31 | $8,032 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $424,640 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $424,640 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $673,811 |
Participant contributions at end of year | 2018-12-31 | $162,624 |
Participant contributions at end of year | 2018-12-31 | $41,109 |
Administrative expenses (other) incurred | 2018-12-31 | $31,333 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-411,523 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,587,774 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,544,062 |
Interest on participant loans | 2018-12-31 | $8,032 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $708,163 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-994,919 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $11,433 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $131,816 |
Employer contributions (assets) at end of year | 2018-12-31 | $131,816 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $572,364 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WRIGHT, FORD AND YOUNG & CO |
Accountancy firm EIN | 2018-12-31 | 953288054 |