MDR, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MDR, INC. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2023 : MDR, INC. RETIREMENT TRUST 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,774,529 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $539,452 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $500,855 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,979,296 |
| Value of total assets at end of year | 2023-12-31 | $11,767,576 |
| Value of total assets at beginning of year | 2023-12-31 | $8,532,499 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $38,597 |
| Total interest from all sources | 2023-12-31 | $7,266 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $32,095 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $32,095 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,141,819 |
| Participant contributions at end of year | 2023-12-31 | $93,727 |
| Participant contributions at beginning of year | 2023-12-31 | $67,947 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $298,127 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $3,235,077 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $11,767,576 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,532,499 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,414,327 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,476,889 |
| Interest on participant loans | 2023-12-31 | $6,136 |
| Interest earned on other investments | 2023-12-31 | $1,130 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $9,185,236 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $6,929,511 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $74,286 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $58,152 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $397,727 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $1,358,145 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $539,350 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $500,855 |
| Contract administrator fees | 2023-12-31 | $38,597 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
| Accountancy firm EIN | 2023-12-31 | 954345526 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $3,774,529 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $539,452 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $500,855 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,979,296 |
| Value of total assets at end of year | 2023-01-01 | $11,767,576 |
| Value of total assets at beginning of year | 2023-01-01 | $8,532,499 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $38,597 |
| Total interest from all sources | 2023-01-01 | $7,266 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $32,095 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $32,095 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,141,819 |
| Participant contributions at end of year | 2023-01-01 | $93,727 |
| Participant contributions at beginning of year | 2023-01-01 | $67,947 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $298,127 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $3,235,077 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $11,767,576 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $8,532,499 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $2,414,327 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,476,889 |
| Interest on participant loans | 2023-01-01 | $6,136 |
| Interest earned on other investments | 2023-01-01 | $1,130 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $9,185,236 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $6,929,511 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $74,286 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $58,152 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $397,727 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $1,358,145 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $539,350 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $500,855 |
| Contract administrator fees | 2023-01-01 | $38,597 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
| Accountancy firm EIN | 2023-01-01 | 954345526 |
| 2022 : MDR, INC. RETIREMENT TRUST 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $480,696 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $1,166,625 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $760,015 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $729,282 |
| Value of total corrective distributions | 2022-12-31 | $3,077 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,414,457 |
| Value of total assets at end of year | 2022-12-31 | $8,532,499 |
| Value of total assets at beginning of year | 2022-12-31 | $7,645,193 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $27,656 |
| Total interest from all sources | 2022-12-31 | $4,374 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $17,714 |
| 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 | $17,714 |
| Administrative expenses professional fees incurred | 2022-12-31 | $26,646 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $988,129 |
| Participant contributions at end of year | 2022-12-31 | $67,947 |
| Participant contributions at beginning of year | 2022-12-31 | $79,671 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $565,099 |
| Other income not declared elsewhere | 2022-12-31 | $292 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $60,761 |
| 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 | $406,610 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,532,499 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,645,193 |
| 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 |
| Investment advisory and management fees | 2022-12-31 | $1,010 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,476,889 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,472,473 |
| Interest on participant loans | 2022-12-31 | $3,720 |
| Interest earned on other investments | 2022-12-31 | $654 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $6,929,511 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $32,288 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $32,288 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $58,152 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-696,626 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-573,586 |
| 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 | $861,229 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $729,282 |
| 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 | 2022-12-31 | Yes |
| 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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
| Accountancy firm EIN | 2022-12-31 | 954345526 |
| Total liabilities as of the end of the plan year | 2022-07-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-14 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-14 | 139734 |
| Net assets as of the end of the plan year | 2022-07-14 | 7645193 |
| Total assets as of the beginning of the plan year | 2022-07-14 | 5741205 |
| Value of plan covered by a fidelity bond | 2022-07-14 | 1000000 |
| Participant contributions to plan in this plan year | 2022-07-14 | 561201 |
| Value of participant loans at end of plan year | 2022-07-14 | 79671 |
| Other contributions to plan in this plan year | 2022-07-14 | 47614 |
| Other income to plan in this plan year | 2022-07-14 | 947721 |
| Plan net income in this plan year | 2022-07-14 | 1903988 |
| Net assets as of the end of the plan year | 2022-07-14 | 7645193 |
| Net assets as of the beginning of the plan year | 2022-07-14 | 5741205 |
| Employer contributions to plan in this plan year | 2022-07-14 | 487186 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-14 | 1185 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $480,696 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $1,166,625 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $760,015 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $729,282 |
| Value of total corrective distributions | 2022-01-01 | $3,077 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,414,457 |
| Value of total assets at end of year | 2022-01-01 | $8,532,499 |
| Value of total assets at beginning of year | 2022-01-01 | $7,645,193 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $27,656 |
| Total interest from all sources | 2022-01-01 | $4,374 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $17,714 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $17,714 |
| Administrative expenses professional fees incurred | 2022-01-01 | $26,646 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $988,129 |
| Participant contributions at end of year | 2022-01-01 | $67,947 |
| Participant contributions at beginning of year | 2022-01-01 | $79,671 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $565,099 |
| Other income not declared elsewhere | 2022-01-01 | $292 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $60,761 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $406,610 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $8,532,499 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $7,645,193 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $1,010 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,476,889 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $7,472,473 |
| Interest on participant loans | 2022-01-01 | $3,720 |
| Interest earned on other investments | 2022-01-01 | $654 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $6,929,511 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $58,152 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-696,626 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-573,586 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $861,229 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $729,282 |
| 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 | 2022-01-01 | Yes |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
| Accountancy firm EIN | 2022-01-01 | 954345526 |
