DIMENSION DESIGN INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M ROGERS DESIGN INC 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for M ROGERS DESIGN INC 401 K PROFIT SHARING PLAN TRUST
Measure | Date | Value |
---|
2020 : M ROGERS DESIGN INC 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $335,784 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $514,632 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $488,451 |
Value of total corrective distributions | 2020-12-31 | $19,850 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $102,041 |
Value of total assets at end of year | 2020-12-31 | $1,847,620 |
Value of total assets at beginning of year | 2020-12-31 | $2,026,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,331 |
Total interest from all sources | 2020-12-31 | $927 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $5,837 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $225,000 |
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 | $97,271 |
Participant contributions at end of year | 2020-12-31 | $30,324 |
Participant contributions at beginning of year | 2020-12-31 | $12,437 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1,974 |
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 | $-178,848 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,847,620 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,026,468 |
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 pooled separate accounts at end of year | 2020-12-31 | $1,817,296 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $2,012,057 |
Interest on participant loans | 2020-12-31 | $927 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $232,816 |
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 |
Contributions received in cash from employer | 2020-12-31 | $4,770 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $488,451 |
Contract administrator fees | 2020-12-31 | $494 |
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 |
2019 : M ROGERS DESIGN INC 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $102 |
Total income from all sources (including contributions) | 2019-12-31 | $590,989 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $149,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $137,436 |
Value of total corrective distributions | 2019-12-31 | $9,588 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $228,747 |
Value of total assets at end of year | 2019-12-31 | $2,026,468 |
Value of total assets at beginning of year | 2019-12-31 | $1,585,245 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,640 |
Total interest from all sources | 2019-12-31 | $803 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $1,850 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $225,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $210,970 |
Participant contributions at end of year | 2019-12-31 | $12,437 |
Participant contributions at beginning of year | 2019-12-31 | $18,579 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $512 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,974 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $1,631 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $441,325 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,026,468 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,585,143 |
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 pooled separate accounts at end of year | 2019-12-31 | $2,012,057 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,564,523 |
Interest on participant loans | 2019-12-31 | $803 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $361,439 |
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 |
Contributions received in cash from employer | 2019-12-31 | $17,777 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $137,436 |
Contract administrator fees | 2019-12-31 | $790 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $102 |
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 | JAMES M. MOYNA, CPA, PC |
Accountancy firm EIN | 2019-12-31 | 472940358 |
2018 : M ROGERS DESIGN INC 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $102 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,093 |
Total income from all sources (including contributions) | 2018-12-31 | $155,516 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $843,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $835,007 |
Value of total corrective distributions | 2018-12-31 | $4,093 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $245,610 |
Value of total assets at end of year | 2018-12-31 | $1,585,245 |
Value of total assets at beginning of year | 2018-12-31 | $2,276,894 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,074 |
Total interest from all sources | 2018-12-31 | $912 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $3,067 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $227,689 |
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 | $226,834 |
Participant contributions at end of year | 2018-12-31 | $18,579 |
Participant contributions at beginning of year | 2018-12-31 | $22,405 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $512 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $4,093 |
Other income not declared elsewhere | 2018-12-31 | $-91,006 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,631 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $1,756 |
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 | $-687,658 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,585,143 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,272,801 |
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 pooled separate accounts at end of year | 2018-12-31 | $1,564,523 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,223,531 |
Interest on participant loans | 2018-12-31 | $912 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $29,202 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $18,776 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $835,007 |
Contract administrator fees | 2018-12-31 | $1,007 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $102 |
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 | JAMES M. MOYNA, CPA, PC |
Accountancy firm EIN | 2018-12-31 | 472940358 |
2017 : M ROGERS DESIGN INC 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,093 |
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 | $682,317 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $44,175 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $27,523 |
Value of total corrective distributions | 2017-12-31 | $13,360 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $393,921 |
Value of total assets at end of year | 2017-12-31 | $2,276,894 |
Value of total assets at beginning of year | 2017-12-31 | $1,634,659 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,292 |
Total interest from all sources | 2017-12-31 | $888 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $225,000 |
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 | $244,735 |
Participant contributions at end of year | 2017-12-31 | $22,405 |
Participant contributions at beginning of year | 2017-12-31 | $22,299 |
Participant contributions at end of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $127,928 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $4,093 |
Other income not declared elsewhere | 2017-12-31 | $287,508 |
Administrative expenses (other) incurred | 2017-12-31 | $2,750 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,756 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $3,931 |
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 | $638,142 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,272,801 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,634,659 |
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 pooled separate accounts at end of year | 2017-12-31 | $2,223,531 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,579,809 |
Interest on participant loans | 2017-12-31 | $888 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $29,202 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $28,620 |
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 |
Contributions received in cash from employer | 2017-12-31 | $21,258 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $27,523 |
Contract administrator fees | 2017-12-31 | $542 |
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 | JAMES M. MOYNA, CPA, PC |
Accountancy firm EIN | 2017-12-31 | 472940358 |