FITNESS & WELLNESS PROFESSIONAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC
401k plan membership statisitcs for FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC
Measure | Date | Value |
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2022 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 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 | $84,283 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $150,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $132,060 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $445 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $594,792 |
Value of total assets at end of year | 2022-12-31 | $3,182,114 |
Value of total assets at beginning of year | 2022-12-31 | $3,248,036 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $17,700 |
Total interest from all sources | 2022-12-31 | $1,671 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $88,747 |
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 | $88,747 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $325,000 |
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 | $563,251 |
Participant contributions at end of year | 2022-12-31 | $23,679 |
Participant contributions at beginning of year | 2022-12-31 | $14,809 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $31,541 |
Administrative expenses (other) incurred | 2022-12-31 | $17,700 |
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 | $-65,922 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,182,114 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,248,036 |
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 | $2,443,494 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,722,736 |
Interest on participant loans | 2022-12-31 | $1,671 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $714,941 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $510,491 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $510,491 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-600,927 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $132,060 |
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 | WITHUM SMITH & BROWN PC |
Accountancy firm EIN | 2022-12-31 | 222027092 |
2021 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 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 | $817,025 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $190,619 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $165,846 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $8,499 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $426,789 |
Value of total assets at end of year | 2021-12-31 | $3,248,036 |
Value of total assets at beginning of year | 2021-12-31 | $2,621,630 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $16,274 |
Total interest from all sources | 2021-12-31 | $2,884 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $170,867 |
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 | $170,867 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $263,000 |
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 | $426,789 |
Participant contributions at end of year | 2021-12-31 | $14,809 |
Participant contributions at beginning of year | 2021-12-31 | $28,177 |
Other income not declared elsewhere | 2021-12-31 | $1,279 |
Administrative expenses (other) incurred | 2021-12-31 | $16,274 |
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 | $626,406 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,248,036 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,621,630 |
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 | $2,722,736 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,190,504 |
Interest on participant loans | 2021-12-31 | $2,884 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $510,491 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $402,949 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $402,949 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $215,206 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $165,846 |
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 | WITHUM SMITH & BROWN PC |
Accountancy firm EIN | 2021-12-31 | 222027092 |
2020 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 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 | $681,233 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $337,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $314,920 |
Value of total corrective distributions | 2020-12-31 | $16,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $274,063 |
Value of total assets at end of year | 2020-12-31 | $2,621,630 |
Value of total assets at beginning of year | 2020-12-31 | $2,278,232 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,518 |
Total interest from all sources | 2020-12-31 | $1,210 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $80,292 |
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 | $80,292 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $228,000 |
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 | $274,063 |
Participant contributions at end of year | 2020-12-31 | $28,177 |
Participant contributions at beginning of year | 2020-12-31 | $40,488 |
Other income not declared elsewhere | 2020-12-31 | $4,631 |
Administrative expenses (other) incurred | 2020-12-31 | $6,518 |
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 | $343,398 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,621,630 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,278,232 |
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 | $2,190,504 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,707,552 |
Interest on participant loans | 2020-12-31 | $1,210 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $402,949 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $530,192 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $530,192 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $321,037 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $314,920 |
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 | WITHUM SMITH & BROWN, PC |
Accountancy firm EIN | 2020-12-31 | 222027092 |
2019 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 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 | $764,017 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $127,531 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $127,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $439,809 |
Value of total assets at end of year | 2019-12-31 | $2,278,232 |
Value of total assets at beginning of year | 2019-12-31 | $1,641,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $1,552 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $100,097 |
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 | $100,097 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $165,000 |
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 | $435,756 |
Participant contributions at end of year | 2019-12-31 | $40,488 |
Participant contributions at beginning of year | 2019-12-31 | $34,853 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,053 |
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 | $636,486 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,278,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,641,746 |
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 | $1,707,552 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,255,374 |
Interest on participant loans | 2019-12-31 | $1,552 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $530,192 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $351,519 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $351,519 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $222,559 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $127,531 |
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 | WITHUM SMITH & BROWN, PC |
Accountancy firm EIN | 2019-12-31 | 222027092 |
2018 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 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 | $0 |
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 | $192,123 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $112,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $112,431 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $299,143 |
Value of total assets at end of year | 2018-12-31 | $1,641,746 |
Value of total assets at beginning of year | 2018-12-31 | $1,562,054 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $1,645 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $180,637 |
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 | $180,637 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $157,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $299,143 |
Participant contributions at end of year | 2018-12-31 | $34,853 |
Participant contributions at beginning of year | 2018-12-31 | $35,133 |
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 | $79,692 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,641,746 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,562,054 |
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 | $1,255,374 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,526,921 |
Interest on participant loans | 2018-12-31 | $1,645 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $351,519 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-289,302 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $112,431 |
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 | WITHUM SMITH & BROWN, PC |
Accountancy firm EIN | 2018-12-31 | 222027092 |
2017 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $411,207 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $114,505 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $103,021 |
Value of total corrective distributions | 2017-12-31 | $11,484 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $204,809 |
Value of total assets at end of year | 2017-12-31 | $1,562,054 |
Value of total assets at beginning of year | 2017-12-31 | $1,265,352 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $811 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $140,439 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $140,439 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $127,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $204,809 |
Participant contributions at end of year | 2017-12-31 | $35,133 |
Participant contributions at beginning of year | 2017-12-31 | $22,370 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $296,702 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,562,054 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,265,352 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,526,921 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,242,982 |
Interest on participant loans | 2017-12-31 | $811 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $65,148 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $103,021 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WITHUM SMITH & BROWN, PC |
Accountancy firm EIN | 2017-12-31 | 222027092 |
2016 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $299,381 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $52,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $49,359 |
Value of total corrective distributions | 2016-12-31 | $2,854 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $225,472 |
Value of total assets at end of year | 2016-12-31 | $1,265,352 |
Value of total assets at beginning of year | 2016-12-31 | $1,018,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $650 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $71,778 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $71,778 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $102,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $175,558 |
Participant contributions at end of year | 2016-12-31 | $22,370 |
Participant contributions at beginning of year | 2016-12-31 | $12,704 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $49,914 |
Other income not declared elsewhere | 2016-12-31 | $79 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $247,168 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,265,352 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,018,184 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,242,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,005,480 |
Interest on participant loans | 2016-12-31 | $650 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,402 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $49,359 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WITHUM SMITH & BROWN, PC |
Accountancy firm EIN | 2016-12-31 | 222027092 |
2015 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
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 | $327,051 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $43,590 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $43,590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $331,143 |
Value of total assets at end of year | 2015-12-31 | $1,018,184 |
Value of total assets at beginning of year | 2015-12-31 | $734,723 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $424 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $45,480 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $45,480 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $74,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $178,438 |
Participant contributions at end of year | 2015-12-31 | $12,704 |
Participant contributions at beginning of year | 2015-12-31 | $8,314 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $152,705 |
Other income not declared elsewhere | 2015-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $283,461 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,018,184 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $734,723 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,005,480 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $726,409 |
Interest on participant loans | 2015-12-31 | $424 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-49,997 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $43,590 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WITHUM |
Accountancy firm EIN | 2015-12-31 | 222027092 |
2014 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
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 | $145,506 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $122,595 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $122,595 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $122,078 |
Value of total assets at end of year | 2014-12-31 | $734,723 |
Value of total assets at beginning of year | 2014-12-31 | $711,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $220 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $46,384 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $46,384 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $72,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $122,078 |
Participant contributions at end of year | 2014-12-31 | $8,314 |
Participant contributions at beginning of year | 2014-12-31 | $9,499 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $22,911 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $734,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $711,812 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $726,409 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $702,313 |
Interest on participant loans | 2014-12-31 | $220 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-23,176 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $122,595 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WEISER MAZARS LLP |
Accountancy firm EIN | 2014-12-31 | 131459550 |
2013 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $259,037 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $14,051 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $14,051 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $134,590 |
Value of total assets at end of year | 2013-12-31 | $711,812 |
Value of total assets at beginning of year | 2013-12-31 | $466,826 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $143 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $21,062 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $21,062 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $47,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $117,220 |
Participant contributions at end of year | 2013-12-31 | $9,499 |
Participant contributions at beginning of year | 2013-12-31 | $4,371 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $17,370 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $244,986 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $711,812 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $466,826 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $702,313 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $462,455 |
Interest on participant loans | 2013-12-31 | $143 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $103,242 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $14,051 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WEISER MAZARS LLP |
Accountancy firm EIN | 2013-12-31 | 131459550 |
2012 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
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 | $158,372 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $64,382 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $64,382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $119,559 |
Value of total assets at end of year | 2012-12-31 | $466,826 |
Value of total assets at beginning of year | 2012-12-31 | $372,836 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $135 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $8,853 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $8,853 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $38,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $115,075 |
Participant contributions at end of year | 2012-12-31 | $4,371 |
Participant contributions at beginning of year | 2012-12-31 | $3,045 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $4,484 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $93,990 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $466,826 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $372,836 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $462,455 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $369,791 |
Interest on participant loans | 2012-12-31 | $135 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $29,825 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $64,382 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WEISER MAZARS LLP |
Accountancy firm EIN | 2012-12-31 | 131459550 |
2011 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $107,954 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $15,396 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $15,396 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $120,769 |
Value of total assets at end of year | 2011-12-31 | $372,836 |
Value of total assets at beginning of year | 2011-12-31 | $280,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $108 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $5,462 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $5,462 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $29,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $79,444 |
Participant contributions at end of year | 2011-12-31 | $3,045 |
Participant contributions at beginning of year | 2011-12-31 | $1,870 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $41,325 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $92,558 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $372,836 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $280,278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $369,791 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $278,408 |
Interest on participant loans | 2011-12-31 | $108 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-18,385 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $15,396 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WEISER MAZARS LLP |
Accountancy firm EIN | 2011-12-31 | 131459550 |
2010 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $89,774 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $8,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $8,368 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $59,754 |
Value of total assets at end of year | 2010-12-31 | $280,278 |
Value of total assets at beginning of year | 2010-12-31 | $198,872 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $54 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,445 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $2,445 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $20,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $59,754 |
Participant contributions at end of year | 2010-12-31 | $1,870 |
Participant contributions at beginning of year | 2010-12-31 | $631 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $81,406 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $280,278 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $198,872 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $278,408 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $198,241 |
Interest on participant loans | 2010-12-31 | $54 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $27,521 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $8,368 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WEISERMAZARS, LLP |
Accountancy firm EIN | 2010-12-31 | 131459550 |
2009 : FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |