Plan Name | EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | EPHARMASOLUTIONS, LLC |
Employer identification number (EIN): | 233092770 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about EPHARMASOLUTIONS, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2015-05-18 |
Company Identification Number: | 0802216698 |
Legal Registered Office Address: |
401 PLYMOUTH RD STE 610 PLYMOUTH MTNG United States of America (USA) 19462 |
More information about EPHARMASOLUTIONS, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | JENNIFER HARGISS | |||
001 | 2017-01-01 | JENN JORDAN | 2018-01-15 | ||
001 | 2016-01-01 | JENNIFER JORDAN | |||
001 | 2015-01-01 | ANGELA HARMEIER | |||
001 | 2015-01-01 | ANGELA HARMEIER | |||
001 | 2014-01-01 | MARK BOGAS | |||
001 | 2013-01-01 | RO CICCOTELLO | RO CICCOTELLO | 2014-07-30 | |
001 | 2012-01-01 | RO CICCOTELLO | |||
001 | 2011-01-01 | RO CICCOTELLO | |||
001 | 2010-01-01 | RO CICCOTELLO | 2011-06-15 | ||
001 | 2009-01-01 | EPHARMALEARNING INC | |||
001 | 2009-01-01 | EPHARMALEARNING INC |
Measure | Date | Value |
---|---|---|
2017: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
2016: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 258 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 183 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 70 |
Total of all active and inactive participants | 2016-01-01 | 253 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 253 |
Number of participants with account balances | 2016-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 61 |
Total of all active and inactive participants | 2015-01-01 | 168 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 168 |
Number of participants with account balances | 2015-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 123 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 44 |
Total of all active and inactive participants | 2014-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 167 |
Number of participants with account balances | 2014-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 44 |
Total of all active and inactive participants | 2013-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 151 |
Number of participants with account balances | 2013-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 39 |
Total of all active and inactive participants | 2012-01-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 119 |
Number of participants with account balances | 2012-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 36 |
Total of all active and inactive participants | 2011-01-01 | 121 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 121 |
Number of participants with account balances | 2011-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 69 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 25 |
Total of all active and inactive participants | 2009-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 94 |
Number of participants with account balances | 2009-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-03-31 | $0 |
Total transfer of assets to this plan | 2017-03-31 | $0 |
Total transfer of assets from this plan | 2017-03-31 | $6,272,258 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total income from all sources (including contributions) | 2017-03-31 | $614,612 |
Total loss/gain on sale of assets | 2017-03-31 | $0 |
Total of all expenses incurred | 2017-03-31 | $298,854 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $298,254 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $299,478 |
Value of total assets at end of year | 2017-03-31 | $0 |
Value of total assets at beginning of year | 2017-03-31 | $5,956,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $600 |
Total interest from all sources | 2017-03-31 | $1,021 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $2,126 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $2,126 |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Contributions received from participants | 2017-03-31 | $155,271 |
Participant contributions at beginning of year | 2017-03-31 | $70,204 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-03-31 | $72,726 |
Administrative expenses (other) incurred | 2017-03-31 | $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 | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $315,758 |
Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $5,956,500 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $4,519,754 |
Interest on participant loans | 2017-03-31 | $1,021 |
Value of interest in common/collective trusts at beginning of year | 2017-03-31 | $1,366,542 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $256,530 |
Net investment gain or loss from common/collective trusts | 2017-03-31 | $55,457 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $71,481 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $298,254 |
Did the plan have assets held for investment | 2017-03-31 | 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 | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
Accountancy firm name | 2017-03-31 | KIECKHAFER SCHIFFER & CO. LLP |
Accountancy firm EIN | 2017-03-31 | 330688321 |
2016 : EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 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 | $1,624,999 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $345,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $344,111 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,218,446 |
Value of total assets at end of year | 2016-12-31 | $5,956,500 |
Value of total assets at beginning of year | 2016-12-31 | $4,676,612 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,000 |
Total interest from all sources | 2016-12-31 | $3,996 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $175,337 |
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 | $175,337 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $468,000 |
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 | $778,838 |
Participant contributions at end of year | 2016-12-31 | $70,204 |
Participant contributions at beginning of year | 2016-12-31 | $94,098 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $105,343 |
Administrative expenses (other) incurred | 2016-12-31 | $1,000 |
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 | $1,279,888 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,956,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,676,612 |
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 | $4,519,754 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,746,782 |
Interest on participant loans | 2016-12-31 | $3,996 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,366,542 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $835,732 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $133,430 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $93,790 |
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 |
Contributions received in cash from employer | 2016-12-31 | $334,265 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $344,111 |
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 | KIECKHAFER SCHIFFER & CO. LLP |
Accountancy firm EIN | 2016-12-31 | 330688321 |
2015 : EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 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 | $969,174 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $445,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $435,240 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $8,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $973,439 |
Value of total assets at end of year | 2015-12-31 | $4,676,612 |
Value of total assets at beginning of year | 2015-12-31 | $4,152,603 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,425 |
Total interest from all sources | 2015-12-31 | $3,512 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $316,477 |
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 | $316,477 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $416,000 |
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 | $676,484 |
Participant contributions at end of year | 2015-12-31 | $94,098 |
Participant contributions at beginning of year | 2015-12-31 | $90,028 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $10,077 |
Administrative expenses (other) incurred | 2015-12-31 | $1,425 |
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 | $524,009 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,676,612 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,152,603 |
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 | $3,746,782 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,411,239 |
Interest on participant loans | 2015-12-31 | $3,512 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $835,732 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $651,336 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-324,581 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $327 |
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 | $286,878 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $435,240 |
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 | KIECKHAFER SCHIFFER & CO. LLP |
Accountancy firm EIN | 2015-12-31 | 330688321 |
2014 : EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 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 | $1,182,933 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $575,320 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $574,038 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $82 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,005,552 |
Value of total assets at end of year | 2014-12-31 | $4,152,603 |
Value of total assets at beginning of year | 2014-12-31 | $3,544,990 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,200 |
Total interest from all sources | 2014-12-31 | $5,381 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $297,888 |
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 | $297,888 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $355,000 |
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 | $645,620 |
Participant contributions at end of year | 2014-12-31 | $90,028 |
Participant contributions at beginning of year | 2014-12-31 | $127,751 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $69,151 |
Administrative expenses (other) incurred | 2014-12-31 | $1,200 |
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 | $607,613 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,152,603 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,544,990 |
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 | $3,411,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,817,170 |
Interest on participant loans | 2014-12-31 | $5,381 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $651,336 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $600,069 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-164,983 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $39,095 |
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 | $290,781 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $574,038 |
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 | KIECKHAFER SCHIFFER & CO. LLP |
Accountancy firm EIN | 2014-12-31 | 330688321 |
2013 : EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 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 | $1,679,463 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $548,348 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $546,653 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,065,522 |
Value of total assets at end of year | 2013-12-31 | $3,544,990 |
Value of total assets at beginning of year | 2013-12-31 | $2,413,875 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,450 |
Total interest from all sources | 2013-12-31 | $4,148 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $163,679 |
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 | $163,679 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $242,000 |
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 | $432,876 |
Participant contributions at end of year | 2013-12-31 | $127,751 |
Participant contributions at beginning of year | 2013-12-31 | $40,321 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $413,461 |
Administrative expenses (other) incurred | 2013-12-31 | $1,450 |
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 | $1,131,115 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,544,990 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,413,875 |
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 | $2,817,170 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,936,550 |
Interest on participant loans | 2013-12-31 | $4,148 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $600,069 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $437,004 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $364,669 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $81,445 |
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 | $219,185 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $546,653 |
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 | SD ASSOCIATES PC |
Accountancy firm EIN | 2013-12-31 | 232585468 |
2012 : EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 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 | $881,862 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $494,757 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $491,123 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $2,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $615,580 |
Value of total assets at end of year | 2012-12-31 | $2,413,875 |
Value of total assets at beginning of year | 2012-12-31 | $2,026,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $922 |
Total interest from all sources | 2012-12-31 | $1,686 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $46,177 |
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 | $46,177 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $203,000 |
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 | $416,161 |
Participant contributions at end of year | 2012-12-31 | $40,321 |
Participant contributions at beginning of year | 2012-12-31 | $27,626 |
Administrative expenses (other) incurred | 2012-12-31 | $922 |
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 | $387,105 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,413,875 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,026,770 |
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 | $1,936,550 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,600,311 |
Interest on participant loans | 2012-12-31 | $1,686 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $437,004 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $398,833 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $195,239 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $23,180 |
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 | $199,419 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $491,123 |
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 | SD ASSOCIATES PC |
Accountancy firm EIN | 2012-12-31 | 232585468 |
2011 : EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 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 | $595,194 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $372,227 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $370,551 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $678,519 |
Value of total assets at end of year | 2011-12-31 | $2,026,770 |
Value of total assets at beginning of year | 2011-12-31 | $1,803,803 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,400 |
Total interest from all sources | 2011-12-31 | $998 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $28,293 |
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 | $28,293 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $181,000 |
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 | $435,315 |
Participant contributions at end of year | 2011-12-31 | $27,626 |
Participant contributions at beginning of year | 2011-12-31 | $9,212 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $20,109 |
Administrative expenses (other) incurred | 2011-12-31 | $1,400 |
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 | $222,967 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,026,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,803,803 |
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 | $1,600,311 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,508,711 |
Interest on participant loans | 2011-12-31 | $998 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $398,833 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $285,880 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-111,708 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-908 |
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 | $223,095 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $370,551 |
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 | SIEGAL & DROSSNER |
Accountancy firm EIN | 2011-12-31 | 232585468 |
2017: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EPHARMALEARNING, INC 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |