MED FUSION, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2018 : MED FUSION 401(K) PLAN 2018 401k financial data |
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Total transfer of assets from this plan | 2018-01-09 | $12,970,408 |
Total income from all sources (including contributions) | 2018-01-09 | $256,930 |
Total of all expenses incurred | 2018-01-09 | $995 |
Value of total assets at end of year | 2018-01-09 | $0 |
Value of total assets at beginning of year | 2018-01-09 | $12,714,473 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-01-09 | $995 |
Total interest from all sources | 2018-01-09 | $893 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-01-09 | $418 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-01-09 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-01-09 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-01-09 | $418 |
Was this plan covered by a fidelity bond | 2018-01-09 | Yes |
Value of fidelity bond cover | 2018-01-09 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-01-09 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-01-09 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-01-09 | No |
Participant contributions at end of year | 2018-01-09 | $0 |
Participant contributions at beginning of year | 2018-01-09 | $287,154 |
Administrative expenses (other) incurred | 2018-01-09 | $995 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-01-09 | No |
Value of net income/loss | 2018-01-09 | $255,935 |
Value of net assets at end of year (total assets less liabilities) | 2018-01-09 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-01-09 | $12,714,473 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-01-09 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-01-09 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-01-09 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-01-09 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-01-09 | $11,758,356 |
Value of interest in pooled separate accounts at end of year | 2018-01-09 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-01-09 | $668,963 |
Interest on participant loans | 2018-01-09 | $893 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-01-09 | $255,429 |
Net investment gain/loss from pooled separate accounts | 2018-01-09 | $190 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-01-09 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-01-09 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-01-09 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-01-09 | Yes |
Did the plan have assets held for investment | 2018-01-09 | 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 | 2018-01-09 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-01-09 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-01-09 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-01-09 | Disclaimer |
Accountancy firm name | 2018-01-09 | MONTGOMERY COSCIA GREILICH, LLP |
Accountancy firm EIN | 2018-01-09 | 752919818 |
2017 : MED FUSION 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $4,026,072 |
Total of all expenses incurred | 2017-12-31 | $1,333,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,289,494 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,311,590 |
Value of total assets at end of year | 2017-12-31 | $12,714,473 |
Value of total assets at beginning of year | 2017-12-31 | $10,021,772 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $43,877 |
Total interest from all sources | 2017-12-31 | $12,124 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $185,241 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $185,241 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 | $1,382,924 |
Participant contributions at end of year | 2017-12-31 | $287,154 |
Participant contributions at beginning of year | 2017-12-31 | $285,556 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $54,204 |
Administrative expenses (other) incurred | 2017-12-31 | $33,124 |
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 | $2,692,701 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $12,714,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,021,772 |
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 |
Investment advisory and management fees | 2017-12-31 | $10,753 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $11,758,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,140,221 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $668,963 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $595,995 |
Interest on participant loans | 2017-12-31 | $12,124 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,517,117 |
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 | Yes |
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 | $874,462 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,289,494 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
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 | MONTGOMERY COSCIA GREILICH, LLP |
Accountancy firm EIN | 2017-12-31 | 752919818 |
2016 : MED FUSION 401(K) PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $3,326,226 |
Total of all expenses incurred | 2016-12-31 | $895,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $866,924 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $1,442 |
Value of total corrective distributions | 2016-12-31 | $3,599 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,546,939 |
Value of total assets at end of year | 2016-12-31 | $10,021,772 |
Value of total assets at beginning of year | 2016-12-31 | $7,590,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $23,406 |
Total interest from all sources | 2016-12-31 | $11,515 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $135,196 |
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 | $135,196 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,418,395 |
Participant contributions at end of year | 2016-12-31 | $285,556 |
Participant contributions at beginning of year | 2016-12-31 | $243,009 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $246,492 |
Other income not declared elsewhere | 2016-12-31 | $3,847 |
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 | $2,430,855 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,021,772 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,590,917 |
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 | $9,140,221 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,888,646 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $595,995 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $459,262 |
Interest on participant loans | 2016-12-31 | $11,515 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $623,048 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $5,681 |
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 | $882,052 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $866,924 |
Contract administrator fees | 2016-12-31 | $23,406 |
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 | MONTGOMERY COSCIA GREILICH LLP |
Accountancy firm EIN | 2016-12-31 | 752919818 |
2015 : MED FUSION 401(K) PLAN 2015 401k financial data |
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Total transfer of assets to this plan | 2015-12-31 | $5,998,126 |
Total income from all sources (including contributions) | 2015-12-31 | $2,343,702 |
Total of all expenses incurred | 2015-12-31 | $750,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $721,506 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $6,730 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,413,907 |
Value of total assets at end of year | 2015-12-31 | $7,590,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $22,675 |
Total interest from all sources | 2015-12-31 | $14,245 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $288,630 |
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 | $288,630 |
Administrative expenses professional fees incurred | 2015-12-31 | $8,500 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,165,534 |
Participant contributions at end of year | 2015-12-31 | $243,009 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $524,558 |
Other income not declared elsewhere | 2015-12-31 | $7,369 |
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 | $1,592,791 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,590,917 |
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 |
Investment advisory and management fees | 2015-12-31 | $14,175 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,888,646 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $459,262 |
Interest on participant loans | 2015-12-31 | $14,245 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-384,070 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $3,621 |
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 | $723,815 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $721,506 |
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 | MONTGOMERY COSCIA GREILICH LLP |
Accountancy firm EIN | 2015-12-31 | 752919818 |