PIONEER VALLEY CARDIOLOGY, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PIONEER VALLEY CARDIOLOGY, PC 401(K) PLAN
Measure | Date | Value |
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2022 : PIONEER VALLEY CARDIOLOGY, PC 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-1,700,631 |
Total of all expenses incurred | 2022-12-31 | $358,977 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $301,727 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,439,013 |
Value of total assets at end of year | 2022-12-31 | $18,987,687 |
Value of total assets at beginning of year | 2022-12-31 | $21,047,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $57,250 |
Total interest from all sources | 2022-12-31 | $1,960 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $5,380 |
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 | $5,380 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $658,332 |
Participant contributions at end of year | 2022-12-31 | $40,125 |
Participant contributions at beginning of year | 2022-12-31 | $40,074 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $9,654,236 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $10,810,222 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $84,380 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $93 |
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 | $-2,059,608 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,987,687 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,047,295 |
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 | $621,770 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $794,727 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $879,251 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,179,210 |
Interest on participant loans | 2022-12-31 | $1,960 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $7,035,970 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $7,847,011 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $756,335 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $376,051 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,418,625 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-221,855 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,506,504 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $696,301 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $301,634 |
Contract administrator fees | 2022-12-31 | $57,250 |
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 | WHITTLESEY PC |
Accountancy firm EIN | 2022-12-31 | 060903326 |
2021 : PIONEER VALLEY CARDIOLOGY, PC 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $3,802,466 |
Total of all expenses incurred | 2021-12-31 | $1,416,335 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,364,690 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,815,359 |
Value of total assets at end of year | 2021-12-31 | $21,047,295 |
Value of total assets at beginning of year | 2021-12-31 | $18,661,164 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $51,645 |
Total interest from all sources | 2021-12-31 | $5,733 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,542 |
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 | $4,542 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $620,741 |
Participant contributions at end of year | 2021-12-31 | $40,074 |
Participant contributions at beginning of year | 2021-12-31 | $27,931 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $10,810,222 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $6,987,041 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $448,832 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,386,131 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,047,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,661,164 |
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 | $794,727 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $645,204 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,179,210 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $895,727 |
Interest on participant loans | 2021-12-31 | $1,744 |
Interest earned on other investments | 2021-12-31 | $3,989 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $7,847,011 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $9,805,099 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $376,051 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $300,162 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $862,636 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $228,993 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $885,203 |
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 |
Contributions received in cash from employer | 2021-12-31 | $745,786 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,364,690 |
Contract administrator fees | 2021-12-31 | $51,645 |
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 | WHITTLESEY PC |
Accountancy firm EIN | 2021-12-31 | 060903326 |
2020 : PIONEER VALLEY CARDIOLOGY, PC 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $3,198,829 |
Total of all expenses incurred | 2020-12-31 | $281,896 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $243,004 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $863 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,130,667 |
Value of total assets at end of year | 2020-12-31 | $18,661,164 |
Value of total assets at beginning of year | 2020-12-31 | $15,744,231 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $38,029 |
Total interest from all sources | 2020-12-31 | $1,646 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,310 |
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 | $3,310 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $535,628 |
Participant contributions at end of year | 2020-12-31 | $27,931 |
Participant contributions at beginning of year | 2020-12-31 | $36,919 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $6,987,041 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $6,170,312 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $63,332 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $3,250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $2,916,933 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $18,661,164 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,744,231 |
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 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $645,204 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $616,976 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $895,727 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $741,668 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $1,646 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $9,805,099 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $7,899,086 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $300,162 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $279,270 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $778,304 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $145,756 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,139,146 |
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 | $531,707 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $239,754 |
Contract administrator fees | 2020-12-31 | $38,029 |
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 | WHITTLESEY PC |
Accountancy firm EIN | 2020-12-31 | 060903326 |
2019 : PIONEER VALLEY CARDIOLOGY, PC 401(K) PLAN 2019 401k financial data |
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Total transfer of assets to this plan | 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 transfer of assets from this plan | 2019-12-31 | $0 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,284,467 |
Total income from all sources (including contributions) | 2019-12-31 | $3,284,467 |
Total of all expenses incurred | 2019-12-31 | $376,865 |
Total of all expenses incurred | 2019-12-31 | $376,865 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $341,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $341,111 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,345 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,345 |
Value of total corrective distributions | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $956,085 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $956,085 |
Value of total assets at end of year | 2019-12-31 | $15,744,231 |
Value of total assets at end of year | 2019-12-31 | $15,744,231 |
Value of total assets at beginning of year | 2019-12-31 | $12,836,629 |
Value of total assets at beginning of year | 2019-12-31 | $12,836,629 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $34,409 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $34,409 |
Total interest from all sources | 2019-12-31 | $2,581 |
Total interest from all sources | 2019-12-31 | $2,581 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,375 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,375 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $5,375 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,375 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $466,799 |
Contributions received from participants | 2019-12-31 | $466,799 |
Participant contributions at end of year | 2019-12-31 | $36,919 |
Participant contributions at end of year | 2019-12-31 | $36,919 |
Participant contributions at beginning of year | 2019-12-31 | $49,125 |
Participant contributions at beginning of year | 2019-12-31 | $49,125 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $6,170,312 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $6,170,312 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $3,594,808 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $3,594,808 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $41,513 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $41,513 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
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 |
Income. Non cash contributions | 2019-12-31 | $0 |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $2,907,602 |
Value of net income/loss | 2019-12-31 | $2,907,602 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,744,231 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,744,231 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,836,629 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,836,629 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $616,976 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $616,976 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $354,469 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $354,469 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $741,668 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $741,668 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $561,082 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $561,082 |
Interest on participant loans | 2019-12-31 | $2,581 |
Interest on participant loans | 2019-12-31 | $2,581 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $7,899,086 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $7,899,086 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $7,991,573 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $7,991,573 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $279,270 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $279,270 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $285,572 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $285,572 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $830,265 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $830,265 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $162,121 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $162,121 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,328,040 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,328,040 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $447,773 |
Contributions received in cash from employer | 2019-12-31 | $447,773 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $341,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $341,111 |
Contract administrator fees | 2019-12-31 | $34,409 |
Contract administrator fees | 2019-12-31 | $34,409 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WHITTLESEY PC |
Accountancy firm name | 2019-12-31 | WHITTLESEY PC |
Accountancy firm EIN | 2019-12-31 | 060903326 |
Accountancy firm EIN | 2019-12-31 | 060903326 |