TEMPUS UNLIMITED, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN
Measure | Date | Value |
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2023 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $2,390 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $9,629 |
Total income from all sources (including contributions) | 2023-06-30 | $3,024,695 |
Total loss/gain on sale of assets | 2023-06-30 | $0 |
Total of all expenses incurred | 2023-06-30 | $522,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $484,881 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $2,001,383 |
Value of total assets at end of year | 2023-06-30 | $10,126,810 |
Value of total assets at beginning of year | 2023-06-30 | $7,632,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $37,770 |
Total interest from all sources | 2023-06-30 | $28,025 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Contributions received from participants | 2023-06-30 | $825,254 |
Participant contributions at end of year | 2023-06-30 | $368,662 |
Participant contributions at beginning of year | 2023-06-30 | $316,729 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-06-30 | $8,597 |
Total non interest bearing cash at end of year | 2023-06-30 | $17,161 |
Total non interest bearing cash at beginning of year | 2023-06-30 | $47,508 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Value of net income/loss | 2023-06-30 | $2,502,044 |
Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $10,124,420 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $7,622,376 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $9,112,224 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $6,762,035 |
Interest on participant loans | 2023-06-30 | $12,684 |
Interest earned on other investments | 2023-06-30 | $15,341 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-06-30 | $628,763 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-06-30 | $505,733 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $995,287 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Contributions received in cash from employer | 2023-06-30 | $1,167,532 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $484,881 |
Contract administrator fees | 2023-06-30 | $37,770 |
Liabilities. Value of benefit claims payable at end of year | 2023-06-30 | $2,390 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-06-30 | $9,629 |
Did the plan have assets held for investment | 2023-06-30 | 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 | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
Accountancy firm name | 2023-06-30 | WITHUM SMITH & BROWN, P.C. |
Accountancy firm EIN | 2023-06-30 | 222027092 |
2022 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2022 401k financial data |
---|
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 | $9,629 |
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 | $-181,135 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $718,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $684,043 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $966,578 |
Value of total assets at end of year | 2022-06-30 | $7,632,005 |
Value of total assets at beginning of year | 2022-06-30 | $8,522,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $34,635 |
Total interest from all sources | 2022-06-30 | $19,126 |
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 | $500,000 |
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 | $615,942 |
Participant contributions at end of year | 2022-06-30 | $316,729 |
Participant contributions at beginning of year | 2022-06-30 | $259,431 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $53,120 |
Total non interest bearing cash at end of year | 2022-06-30 | $47,508 |
Total non interest bearing cash at beginning of year | 2022-06-30 | $751,255 |
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 | $-899,813 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $7,622,376 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $8,522,189 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $6,762,035 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $7,166,759 |
Interest on participant loans | 2022-06-30 | $10,576 |
Interest earned on other investments | 2022-06-30 | $8,550 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $505,733 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $344,744 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-1,166,839 |
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 | $297,516 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $684,043 |
Contract administrator fees | 2022-06-30 | $34,635 |
Liabilities. Value of benefit claims payable at end of year | 2022-06-30 | $9,629 |
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 | Unqualified |
Accountancy firm name | 2022-06-30 | WITHUM SMITH & BROWN, P.C. |
Accountancy firm EIN | 2022-06-30 | 222027092 |
2021 : CEREBRAL PALSY OF MASSACHUSETTS 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 | $3,763,827 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $232,565 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $215,693 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $2,118,767 |
Value of total assets at end of year | 2021-06-30 | $8,522,189 |
Value of total assets at beginning of year | 2021-06-30 | $4,990,927 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $16,872 |
Total interest from all sources | 2021-06-30 | $19,763 |
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 | $500,000 |
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 | $478,533 |
Participant contributions at end of year | 2021-06-30 | $259,431 |
Participant contributions at beginning of year | 2021-06-30 | $213,382 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $4,812 |
Total non interest bearing cash at end of year | 2021-06-30 | $751,255 |
Total non interest bearing cash at beginning of year | 2021-06-30 | $26,951 |
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 | $3,531,262 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $8,522,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $4,990,927 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $7,166,759 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $4,500,409 |
Interest on participant loans | 2021-06-30 | $12,801 |
Interest earned on other investments | 2021-06-30 | $6,962 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $344,744 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $250,185 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $1,625,297 |
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 | $1,635,422 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $215,693 |
Contract administrator fees | 2021-06-30 | $16,872 |
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 | Unqualified |
Accountancy firm name | 2021-06-30 | O'CONNOR & DREW, P.C. |
Accountancy firm EIN | 2021-06-30 | 043000523 |
2020 : CEREBRAL PALSY OF MASSACHUSETTS 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 | $1,367,335 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $175,255 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $151,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $1,116,210 |
Value of total assets at end of year | 2020-06-30 | $4,990,927 |
Value of total assets at beginning of year | 2020-06-30 | $3,798,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $23,866 |
Total interest from all sources | 2020-06-30 | $14,784 |
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 | $500,000 |
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 | $391,661 |
Participant contributions at end of year | 2020-06-30 | $213,382 |
Participant contributions at beginning of year | 2020-06-30 | $109,722 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $1,864 |
Total non interest bearing cash at end of year | 2020-06-30 | $26,951 |
Total non interest bearing cash at beginning of year | 2020-06-30 | $3 |
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 | $1,192,080 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $4,990,927 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $3,798,847 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $4,500,409 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $3,507,236 |
Interest on participant loans | 2020-06-30 | $9,041 |
Interest earned on other investments | 2020-06-30 | $5,743 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $250,185 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $181,886 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $236,341 |
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 | $722,685 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $151,389 |
Contract administrator fees | 2020-06-30 | $23,866 |
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 | O'CONNOR & DREW, P.C. |
Accountancy firm EIN | 2020-06-30 | 043000523 |
2019 : CEREBRAL PALSY OF MASSACHUSETTS 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 | $1,280,368 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $272,866 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $251,846 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $1,056,992 |
Value of total assets at end of year | 2019-06-30 | $3,798,847 |
Value of total assets at beginning of year | 2019-06-30 | $2,791,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $21,020 |
Total interest from all sources | 2019-06-30 | $10,106 |
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 | $500,000 |
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 | $327,691 |
Participant contributions at end of year | 2019-06-30 | $109,722 |
Participant contributions at beginning of year | 2019-06-30 | $114,799 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $69,984 |
Total non interest bearing cash at end of year | 2019-06-30 | $3 |
Total non interest bearing cash at beginning of year | 2019-06-30 | $3 |
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 | $1,007,502 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $3,798,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $2,791,345 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $3,507,236 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $2,521,227 |
Interest on participant loans | 2019-06-30 | $5,288 |
Interest earned on other investments | 2019-06-30 | $4,818 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $181,886 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $155,316 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $213,270 |
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 | No |
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 | $659,317 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $251,846 |
Contract administrator fees | 2019-06-30 | $21,020 |
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 | O'CONNOR & DREW, P.C. |
Accountancy firm EIN | 2019-06-30 | 043000523 |
2018 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total income from all sources (including contributions) | 2018-06-30 | $1,271,296 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $142,011 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $123,436 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $1,050,790 |
Value of total assets at end of year | 2018-06-30 | $2,791,345 |
Value of total assets at beginning of year | 2018-06-30 | $1,662,060 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $18,575 |
Total interest from all sources | 2018-06-30 | $6,336 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $312,859 |
Participant contributions at end of year | 2018-06-30 | $114,799 |
Participant contributions at beginning of year | 2018-06-30 | $51,664 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $107,206 |
Total non interest bearing cash at end of year | 2018-06-30 | $3 |
Total non interest bearing cash at beginning of year | 2018-06-30 | $2 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $1,129,285 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $2,791,345 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $1,662,060 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $2,521,227 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $1,510,109 |
Interest on participant loans | 2018-06-30 | $3,096 |
Interest earned on other investments | 2018-06-30 | $3,240 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $155,316 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $100,285 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $214,170 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $630,725 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $123,436 |
Contract administrator fees | 2018-06-30 | $18,575 |
Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | O'CONNOR & DREW, P.C. |
Accountancy firm EIN | 2018-06-30 | 043000523 |
2017 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total income from all sources (including contributions) | 2017-06-30 | $835,073 |
Total loss/gain on sale of assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $67,209 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $63,185 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $673,096 |
Value of total assets at end of year | 2017-06-30 | $1,662,060 |
Value of total assets at beginning of year | 2017-06-30 | $894,196 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $4,024 |
Total interest from all sources | 2017-06-30 | $3,318 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $307,188 |
Participant contributions at end of year | 2017-06-30 | $51,664 |
Participant contributions at beginning of year | 2017-06-30 | $11,348 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $179,641 |
Total non interest bearing cash at end of year | 2017-06-30 | $2 |
Total non interest bearing cash at beginning of year | 2017-06-30 | $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 | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $767,864 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $1,662,060 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $894,196 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $1,510,109 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $826,029 |
Interest on participant loans | 2017-06-30 | $1,218 |
Interest earned on other investments | 2017-06-30 | $2,100 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $100,285 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $56,819 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $158,659 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $186,267 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $63,185 |
Contract administrator fees | 2017-06-30 | $4,024 |
Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | O'CONNOR & DREW, P.C. |
Accountancy firm EIN | 2017-06-30 | 043000523 |
2016 : CEREBRAL PALSY OF MASSACHUSETTS 403(B) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total income from all sources (including contributions) | 2016-06-30 | $897,702 |
Total loss/gain on sale of assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $3,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $2,689 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $887,093 |
Value of total assets at end of year | 2016-06-30 | $894,196 |
Value of total assets at beginning of year | 2016-06-30 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $817 |
Total interest from all sources | 2016-06-30 | $50 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $225,503 |
Participant contributions at end of year | 2016-06-30 | $11,348 |
Participant contributions at beginning of year | 2016-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $132,612 |
Total non interest bearing cash at end of year | 2016-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2016-06-30 | $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 | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $894,196 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $894,196 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $826,029 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $0 |
Interest on participant loans | 2016-06-30 | $50 |
Interest earned on other investments | 2016-06-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $56,819 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $10,559 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $528,978 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $2,689 |
Contract administrator fees | 2016-06-30 | $817 |
Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | O'CONNOR & DREW, PC |
Accountancy firm EIN | 2016-06-30 | 043000523 |