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MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 401k Plan overview

Plan NameMERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN
Plan identification number 001

MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MERCY MEDICAL TRANSPORTATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:MERCY MEDICAL TRANSPORTATION, INC.
Employer identification number (EIN):330591630
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RICHARD ROESCH2023-10-10 RICHARD ROESCH2023-10-10
0012021-01-01RICHARD ROESCH2022-10-14 RICHARD ROESCH2022-10-14
0012020-01-01RICHARD ROESCH2021-10-07 RICHARD ROESCH2021-10-07
0012019-01-01RICHARD ROESCH2020-10-15 RICHARD ROESCH2020-10-15
0012018-01-01RICHARD ROESCH2019-10-08 RICHARD ROESCH2019-10-08
0012017-01-01

Plan Statistics for MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN

401k plan membership statisitcs for MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN

Measure Date Value
2022: MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01184
Total number of active participants reported on line 7a of the Form 55002022-01-01116
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0183
Total of all active and inactive participants2022-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01199
Number of participants with account balances2022-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01171
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0169
Total of all active and inactive participants2021-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01179
Number of participants with account balances2021-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01162
Total number of active participants reported on line 7a of the Form 55002020-01-01124
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01171
Number of participants with account balances2020-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01158
Total number of active participants reported on line 7a of the Form 55002019-01-01142
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01181
Number of participants with account balances2019-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01188
Total number of active participants reported on line 7a of the Form 55002018-01-0198
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01152
Number of participants with account balances2018-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01535
Total number of active participants reported on line 7a of the Form 55002017-01-01506
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01556
Number of participants with account balances2017-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN

Measure Date Value
2022 : MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-401,354
Total of all expenses incurred2022-12-31$170,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$161,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$438,498
Value of total assets at end of year2022-12-31$5,132,654
Value of total assets at beginning of year2022-12-31$5,704,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,391
Total interest from all sources2022-12-31$1,819
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,827
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$283,800
Participant contributions at end of year2022-12-31$29,189
Participant contributions at beginning of year2022-12-31$32,852
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$31,410
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other income not declared elsewhere2022-12-31$7,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-571,620
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,132,654
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,704,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,489,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,078,317
Interest on participant loans2022-12-31$1,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$614,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$553,484
Net investment gain/loss from pooled separate accounts2022-12-31$-855,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$154,698
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$8,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$161,875
Contract administrator fees2022-12-31$8,391
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY, LLP
Accountancy firm EIN2022-12-31450250958
2021 : MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,048,935
Total of all expenses incurred2021-12-31$527,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$516,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$476,848
Value of total assets at end of year2021-12-31$5,704,274
Value of total assets at beginning of year2021-12-31$5,182,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,795
Total interest from all sources2021-12-31$1,813
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$304,058
Participant contributions at end of year2021-12-31$32,852
Participant contributions at beginning of year2021-12-31$33,742
Participant contributions at end of year2021-12-31$31,410
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$521,659
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,704,274
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,182,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,078,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,620,537
Interest on participant loans2021-12-31$1,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$553,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$524,989
Net investment gain/loss from pooled separate accounts2021-12-31$570,274
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$172,790
Employer contributions (assets) at end of year2021-12-31$8,211
Employer contributions (assets) at beginning of year2021-12-31$3,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$516,481
Contract administrator fees2021-12-31$10,795
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY, LLP
Accountancy firm EIN2021-12-31450250958
2020 : MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$886,435
Total of all expenses incurred2020-12-31$329,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$324,741
Expenses. Certain deemed distributions of participant loans2020-12-31$184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$452,510
Value of total assets at end of year2020-12-31$5,182,615
Value of total assets at beginning of year2020-12-31$4,625,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,380
Total interest from all sources2020-12-31$1,507
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$125
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$462,549
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$246,002
Participant contributions at end of year2020-12-31$33,742
Participant contributions at beginning of year2020-12-31$7,061
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$141
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$56,261
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$557,130
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,182,615
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,625,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,620,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,600,453
Interest on participant loans2020-12-31$1,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$524,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,034
Net investment gain/loss from pooled separate accounts2020-12-31$432,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$150,247
Employer contributions (assets) at end of year2020-12-31$3,347
Employer contributions (assets) at beginning of year2020-12-31$2,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$324,741
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY, LLP
Accountancy firm EIN2020-12-31450250958
2019 : MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,111,323
Total income from all sources (including contributions)2019-12-31$1,111,323
Total of all expenses incurred2019-12-31$388,250
Total of all expenses incurred2019-12-31$388,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$376,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$376,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$327,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$327,167
Value of total assets at end of year2019-12-31$4,625,485
Value of total assets at end of year2019-12-31$4,625,485
Value of total assets at beginning of year2019-12-31$3,902,412
Value of total assets at beginning of year2019-12-31$3,902,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,779
Total interest from all sources2019-12-31$730
Total interest from all sources2019-12-31$730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$390,241
Value of fidelity bond cover2019-12-31$390,241
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$196,682
Contributions received from participants2019-12-31$196,682
Participant contributions at end of year2019-12-31$7,061
Participant contributions at end of year2019-12-31$7,061
Participant contributions at beginning of year2019-12-31$16,097
Participant contributions at beginning of year2019-12-31$16,097
Participant contributions at end of year2019-12-31$141
Participant contributions at end of year2019-12-31$141
Participant contributions at beginning of year2019-12-31$32,707
Participant contributions at beginning of year2019-12-31$32,707
Other income not declared elsewhere2019-12-31$6,274
Other income not declared elsewhere2019-12-31$6,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$723,073
Value of net income/loss2019-12-31$723,073
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,625,485
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,625,485
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,902,412
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,902,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,600,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,600,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,822,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,822,130
Interest on participant loans2019-12-31$730
Interest on participant loans2019-12-31$730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,276
Net investment gain/loss from pooled separate accounts2019-12-31$777,152
Net investment gain/loss from pooled separate accounts2019-12-31$777,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$130,485
Contributions received in cash from employer2019-12-31$130,485
Employer contributions (assets) at end of year2019-12-31$2,796
Employer contributions (assets) at end of year2019-12-31$2,796
Employer contributions (assets) at beginning of year2019-12-31$23,202
Employer contributions (assets) at beginning of year2019-12-31$23,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$376,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$376,471
Contract administrator fees2019-12-31$11,779
Contract administrator fees2019-12-31$11,779
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLY, LLP
Accountancy firm name2019-12-31EIDE BAILLY, LLP
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$23,311
Total of all expenses incurred2018-12-31$1,079,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,063,126
Value of total corrective distributions2018-12-31$560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$273,798
Value of total assets at end of year2018-12-31$3,902,412
Value of total assets at beginning of year2018-12-31$4,958,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,514
Total interest from all sources2018-12-31$938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$495,830
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$165,917
Participant contributions at end of year2018-12-31$16,097
Participant contributions at beginning of year2018-12-31$20,348
Participant contributions at end of year2018-12-31$32,707
Participant contributions at beginning of year2018-12-31$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$6,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,055,889
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,902,412
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,958,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,822,130
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,252,485
Interest on participant loans2018-12-31$938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$666,119
Net investment gain/loss from pooled separate accounts2018-12-31$-258,251
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$107,881
Employer contributions (assets) at end of year2018-12-31$23,202
Employer contributions (assets) at beginning of year2018-12-31$19,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,063,126
Contract administrator fees2018-12-31$15,514
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2018-12-31300840934
2017 : MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,896
Total income from all sources (including contributions)2017-12-31$1,188,149
Total of all expenses incurred2017-12-31$920,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$841,121
Expenses. Certain deemed distributions of participant loans2017-12-31$64,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$513,040
Value of total assets at end of year2017-12-31$4,958,301
Value of total assets at beginning of year2017-12-31$4,692,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,216
Total interest from all sources2017-12-31$4,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$469,043
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$300,035
Participant contributions at end of year2017-12-31$20,348
Participant contributions at beginning of year2017-12-31$125,873
Participant contributions at end of year2017-12-31$11
Participant contributions at beginning of year2017-12-31$2,918
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,896
Other income not declared elsewhere2017-12-31$7,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$267,869
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,958,301
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,690,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,252,485
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,884,400
Interest on participant loans2017-12-31$4,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$666,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$677,107
Net investment gain/loss from pooled separate accounts2017-12-31$663,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$196,820
Employer contributions (assets) at end of year2017-12-31$19,338
Employer contributions (assets) at beginning of year2017-12-31$2,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$841,121
Contract administrator fees2017-12-31$14,216
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2017-12-31300840934

Form 5500 Responses for MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN

2022: MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERCY MEDICAL TRANSPORTATION, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838599
Policy instance 1
Insurance contract or identification numberGA-838599
Number of Individuals Covered127
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,147
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,147
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838599
Policy instance 1
Insurance contract or identification numberGA-838599
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,495
Total amount of fees paid to insurance companyUSD $2,583
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,495
Insurance broker organization code?6
Amount paid for insurance broker fees2583
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838599
Policy instance 1
Insurance contract or identification numberGA-838599
Number of Individuals Covered108
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,043
Total amount of fees paid to insurance companyUSD $2,169
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,247
Insurance broker organization code?3
Amount paid for insurance broker fees2169
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838599
Policy instance 1
Insurance contract or identification numberGA-838599
Number of Individuals Covered99
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,501
Total amount of fees paid to insurance companyUSD $2,080
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,501
Additional information about fees paid to insurance brokerBROKERS COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees2080
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838599
Policy instance 1
Insurance contract or identification numberGA-838599
Number of Individuals Covered90
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,895
Total amount of fees paid to insurance companyUSD $1,649
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,895
Insurance broker organization code?3
Amount paid for insurance broker fees1649
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-838599
Policy instance 1
Insurance contract or identification numberGA-838599
Number of Individuals Covered115
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,101
Total amount of fees paid to insurance companyUSD $1,822
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,101
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1822
Insurance broker nameCAMPBELL ALBRECHT

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