PLATINUM GROUP OF COMPANIES has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2015 : THE PLATINUM GROUP 401K PLAN 2015 401k financial data |
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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 | $880,560 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $5,941,955 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,924,532 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $4,298 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $728,345 |
Value of total assets at end of year | 2015-12-31 | $1,858,231 |
Value of total assets at beginning of year | 2015-12-31 | $6,919,626 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $13,125 |
Total interest from all sources | 2015-12-31 | $7,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $104,343 |
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 | $104,343 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
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 | $542,091 |
Participant contributions at end of year | 2015-12-31 | $55,396 |
Participant contributions at beginning of year | 2015-12-31 | $309,277 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $28,365 |
Administrative expenses (other) incurred | 2015-12-31 | $13,125 |
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 | $-5,061,395 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,858,231 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,919,626 |
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 | $1,603,460 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,203,267 |
Interest on participant loans | 2015-12-31 | $7,688 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $199,375 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $407,082 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $38,976 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,208 |
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 |
Contributions received in cash from employer | 2015-12-31 | $157,889 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,924,532 |
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 | DECKER, FARRELL & MCCOY, LLP |
Accountancy firm EIN | 2015-12-31 | 471222587 |
2014 : THE PLATINUM GROUP 401K PLAN 2014 401k financial data |
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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 | $1,724,757 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $171,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $128,163 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $38,605 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,457,604 |
Value of total assets at end of year | 2014-12-31 | $6,919,626 |
Value of total assets at beginning of year | 2014-12-31 | $5,366,237 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,600 |
Total interest from all sources | 2014-12-31 | $16,432 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $376,505 |
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 | $376,505 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 | $937,718 |
Participant contributions at end of year | 2014-12-31 | $309,277 |
Participant contributions at beginning of year | 2014-12-31 | $324,752 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $206,084 |
Administrative expenses (other) incurred | 2014-12-31 | $4,600 |
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 | $1,553,389 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,919,626 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,366,237 |
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 | $6,203,267 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,722,056 |
Interest on participant loans | 2014-12-31 | $16,432 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $407,082 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $319,429 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-127,037 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,253 |
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 |
Contributions received in cash from employer | 2014-12-31 | $313,802 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $128,163 |
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 | LARSON & ROSENBERGER, LLP |
Accountancy firm EIN | 2014-12-31 | 261720390 |
2013 : THE PLATINUM GROUP 401K PLAN 2013 401k financial data |
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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 | $1,775,951 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $158,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $153,144 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $335 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,038,444 |
Value of total assets at end of year | 2013-12-31 | $5,366,237 |
Value of total assets at beginning of year | 2013-12-31 | $3,749,012 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,247 |
Total interest from all sources | 2013-12-31 | $13,047 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $210,745 |
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 | $210,745 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $375,000 |
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 | $646,520 |
Participant contributions at end of year | 2013-12-31 | $324,752 |
Participant contributions at beginning of year | 2013-12-31 | $250,430 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $167,455 |
Administrative expenses (other) incurred | 2013-12-31 | $5,247 |
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 | $1,617,225 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,366,237 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,749,012 |
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 | $4,722,056 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,498,582 |
Interest on participant loans | 2013-12-31 | $13,047 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $319,429 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $513,658 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $57 |
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 |
Contributions received in cash from employer | 2013-12-31 | $224,469 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $153,144 |
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 | JLK ROSENBERGER LLP |
Accountancy firm EIN | 2013-12-31 | 271532099 |
2012 : THE PLATINUM GROUP 401K PLAN 2012 401k financial data |
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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 | $1,282,029 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $178,820 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $168,197 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $6,373 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $961,133 |
Value of total assets at end of year | 2012-12-31 | $3,749,012 |
Value of total assets at beginning of year | 2012-12-31 | $2,645,803 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,250 |
Total interest from all sources | 2012-12-31 | $12,424 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $78,569 |
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 | $78,569 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $265,000 |
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 | $561,062 |
Participant contributions at end of year | 2012-12-31 | $250,430 |
Participant contributions at beginning of year | 2012-12-31 | $247,581 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $200,534 |
Administrative expenses (other) incurred | 2012-12-31 | $4,250 |
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 | $1,103,209 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,749,012 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,645,803 |
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 | $3,498,582 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,398,222 |
Interest on participant loans | 2012-12-31 | $12,424 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $229,903 |
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 |
Contributions received in cash from employer | 2012-12-31 | $199,537 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $168,197 |
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 | LARSON & ROSENBERGER, LLP |
Accountancy firm EIN | 2012-12-31 | 271532099 |
2011 : THE PLATINUM GROUP 401K PLAN 2011 401k financial data |
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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 | $673,644 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $242,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $238,863 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $775,680 |
Value of total assets at end of year | 2011-12-31 | $2,645,803 |
Value of total assets at beginning of year | 2011-12-31 | $2,215,072 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,050 |
Total interest from all sources | 2011-12-31 | $9,974 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $101,180 |
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 | $101,180 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $222,000 |
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 | $499,204 |
Participant contributions at end of year | 2011-12-31 | $247,581 |
Participant contributions at beginning of year | 2011-12-31 | $179,058 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $94,519 |
Administrative expenses (other) incurred | 2011-12-31 | $4,050 |
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 | $430,731 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,645,803 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,215,072 |
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 | $2,398,222 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,036,014 |
Interest on participant loans | 2011-12-31 | $9,974 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-216,301 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $3,111 |
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 |
Contributions received in cash from employer | 2011-12-31 | $181,957 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $238,863 |
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 | LARSON & ROSENBERGER, LLP |
Accountancy firm EIN | 2011-12-31 | 261720390 |