INOGEN, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INOGEN, INC. 401K & PROFIT SHARING PLAN
401k plan membership statisitcs for INOGEN, INC. 401K & PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : INOGEN, INC. 401K & PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
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 | $4,545,298 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,269,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,141,267 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $63,736 |
Value of total corrective distributions | 2022-12-31 | $4,836 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,410,680 |
Value of total assets at end of year | 2022-12-31 | $29,071,734 |
Value of total assets at beginning of year | 2022-12-31 | $28,795,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $59,316 |
Total interest from all sources | 2022-12-31 | $22,690 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,068,455 |
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 | $1,068,455 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,724,016 |
Participant contributions at end of year | 2022-12-31 | $431,327 |
Participant contributions at beginning of year | 2022-12-31 | $487,210 |
Participant contributions at end of year | 2022-12-31 | $212 |
Participant contributions at beginning of year | 2022-12-31 | $11,543 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,470,101 |
Other income not declared elsewhere | 2022-12-31 | $2,373 |
Administrative expenses (other) incurred | 2022-12-31 | $59,316 |
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 | $276,143 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $29,071,734 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $28,795,591 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $27,289,267 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $27,430,700 |
Interest on participant loans | 2022-12-31 | $22,690 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,350,853 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $858,979 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,985,768 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $26,868 |
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 | Yes |
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 | $2,216,563 |
Employer contributions (assets) at end of year | 2022-12-31 | $75 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $7,159 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,141,267 |
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 | BAKER TILLY US LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : INOGEN, INC. 401K & PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $8,346,541 |
Total of all expenses incurred | 2021-12-31 | $2,439,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,324,925 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $17,411 |
Value of total corrective distributions | 2021-12-31 | $1,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,028,635 |
Value of total assets at end of year | 2021-12-31 | $29,826,833 |
Value of total assets at beginning of year | 2021-12-31 | $23,919,824 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $95,607 |
Total interest from all sources | 2021-12-31 | $26,223 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $893,746 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $893,746 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,941,569 |
Participant contributions at end of year | 2021-12-31 | $522,331 |
Participant contributions at beginning of year | 2021-12-31 | $543,400 |
Participant contributions at end of year | 2021-12-31 | $11,543 |
Participant contributions at beginning of year | 2021-12-31 | $6,207 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $124,593 |
Other income not declared elsewhere | 2021-12-31 | $5,333 |
Administrative expenses (other) incurred | 2021-12-31 | $95,607 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,907,009 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $29,826,833 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $23,919,824 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $27,430,700 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $22,019,499 |
Interest on participant loans | 2021-12-31 | $26,223 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $858,979 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $882,561 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,377,869 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $14,735 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $962,473 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,003,280 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $468,157 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,324,925 |
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 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | NASIF, HICKS, HARRIS, & CO. LLP |
Accountancy firm EIN | 2021-12-31 | 770181453 |
2020 : INOGEN, INC. 401K & PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $7,114,312 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,640,760 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,502,406 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $22,876 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,896,622 |
Value of total assets at end of year | 2020-12-31 | $23,410,946 |
Value of total assets at beginning of year | 2020-12-31 | $18,937,394 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $115,478 |
Total interest from all sources | 2020-12-31 | $24,311 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $595,789 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $595,789 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,301,588 |
Participant contributions at end of year | 2020-12-31 | $500,319 |
Participant contributions at beginning of year | 2020-12-31 | $370,461 |
Participant contributions at end of year | 2020-12-31 | $6,207 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $129,596 |
Other income not declared elsewhere | 2020-12-31 | $26,481 |
Administrative expenses (other) incurred | 2020-12-31 | $115,478 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,473,552 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $23,410,946 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,937,394 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $22,019,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,871,602 |
Interest on participant loans | 2020-12-31 | $24,311 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $882,561 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $680,723 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,554,657 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $16,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $465,438 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,360 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $14,608 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,502,406 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | NASIF, HICKS, HARRIS & CO LLP |
Accountancy firm EIN | 2020-12-31 | 770181453 |
2019 : INOGEN, INC. 401K & PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $7,972,004 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,413,194 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,303,394 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $8,411 |
Value of total corrective distributions | 2019-12-31 | $6 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,714,777 |
Value of total assets at end of year | 2019-12-31 | $18,937,394 |
Value of total assets at beginning of year | 2019-12-31 | $13,378,584 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $101,383 |
Total interest from all sources | 2019-12-31 | $19,074 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $435,901 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $435,901 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,499,117 |
Participant contributions at end of year | 2019-12-31 | $370,461 |
Participant contributions at beginning of year | 2019-12-31 | $324,379 |
Participant contributions at beginning of year | 2019-12-31 | $654 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $346,114 |
Other income not declared elsewhere | 2019-12-31 | $49,741 |
Administrative expenses (other) incurred | 2019-12-31 | $101,383 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,558,810 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $18,937,394 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,378,584 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,871,602 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,674,092 |
Interest on participant loans | 2019-12-31 | $19,074 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $680,723 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $370,472 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,741,118 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $11,393 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $869,546 |
Employer contributions (assets) at end of year | 2019-12-31 | $14,608 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $8,987 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,303,394 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | NASIF, HICKS, HARRIS & CO LLP |
Accountancy firm EIN | 2019-12-31 | 770181453 |
2018 : INOGEN, INC. 401K & PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
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 | $3,315,411 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $826,613 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $711,076 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $15,749 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,213,885 |
Value of total assets at end of year | 2018-12-31 | $13,378,584 |
Value of total assets at beginning of year | 2018-12-31 | $10,889,786 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $99,788 |
Total interest from all sources | 2018-12-31 | $14,614 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $432,171 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $432,171 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,029,622 |
Participant contributions at end of year | 2018-12-31 | $324,379 |
Participant contributions at beginning of year | 2018-12-31 | $225,424 |
Participant contributions at end of year | 2018-12-31 | $654 |
Participant contributions at beginning of year | 2018-12-31 | $72,848 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $332,599 |
Other income not declared elsewhere | 2018-12-31 | $8,115 |
Administrative expenses (other) incurred | 2018-12-31 | $99,788 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $2,488,798 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,378,584 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,889,786 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,674,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,275,486 |
Interest on participant loans | 2018-12-31 | $14,614 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $370,472 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $286,648 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,360,767 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $7,393 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $851,664 |
Employer contributions (assets) at end of year | 2018-12-31 | $8,987 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $29,380 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $711,076 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | NASIF, HICKS, HARRIS & CO LLP |
Accountancy firm EIN | 2018-12-31 | 770181453 |
2017 : INOGEN, INC. 401K & PROFIT SHARING PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
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 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,953,086 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,036,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $958,727 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $14,453 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,519,915 |
Value of total assets at end of year | 2017-12-31 | $10,889,786 |
Value of total assets at beginning of year | 2017-12-31 | $6,972,947 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $63,067 |
Total interest from all sources | 2017-12-31 | $7,990 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $253,439 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $253,439 |
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 | $1,997,035 |
Participant contributions at end of year | 2017-12-31 | $225,424 |
Participant contributions at beginning of year | 2017-12-31 | $144,431 |
Participant contributions at end of year | 2017-12-31 | $72,848 |
Participant contributions at beginning of year | 2017-12-31 | $47,988 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $958,214 |
Other income not declared elsewhere | 2017-12-31 | $862 |
Administrative expenses (other) incurred | 2017-12-31 | $63,067 |
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 | $3,916,839 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,889,786 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,972,947 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,275,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,118,436 |
Interest on participant loans | 2017-12-31 | $7,990 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $286,648 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $5,434,717 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $227,375 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $227,375 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,096,891 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $73,989 |
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 | No |
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 | $564,666 |
Employer contributions (assets) at end of year | 2017-12-31 | $29,380 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $958,727 |
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 | NASIF, HICKS, HARRIS & CO LLP |
Accountancy firm EIN | 2017-12-31 | 770181453 |
2016 : INOGEN, INC. 401K & PROFIT SHARING PLAN 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 | $2,137,050 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $273,254 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $261,192 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $713 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,638,480 |
Value of total assets at end of year | 2016-12-31 | $6,972,947 |
Value of total assets at beginning of year | 2016-12-31 | $5,109,151 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $11,349 |
Total interest from all sources | 2016-12-31 | $5,065 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $29,144 |
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 | $29,144 |
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 |
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 | $1,554,633 |
Participant contributions at end of year | 2016-12-31 | $144,431 |
Participant contributions at beginning of year | 2016-12-31 | $93,592 |
Participant contributions at end of year | 2016-12-31 | $47,988 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $83,847 |
Other income not declared elsewhere | 2016-12-31 | $635 |
Administrative expenses (other) incurred | 2016-12-31 | $11,349 |
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 | $1,863,796 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,972,947 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,109,151 |
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 | $1,118,436 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $811,401 |
Interest on participant loans | 2016-12-31 | $5,065 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $5,434,717 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $4,109,036 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $227,375 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $95,122 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $95,122 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $36,359 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $427,367 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $261,192 |
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 | NASIF, HICKS, HARRIS & CO LLP |
Accountancy firm EIN | 2016-12-31 | 770181453 |
2015 : INOGEN, INC. 401K & PROFIT SHARING PLAN 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 | $1,357,362 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $301,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $289,125 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $5,721 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,474,579 |
Value of total assets at end of year | 2015-12-31 | $5,109,151 |
Value of total assets at beginning of year | 2015-12-31 | $4,053,236 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,601 |
Total interest from all sources | 2015-12-31 | $3,218 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $46,684 |
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 | $46,684 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $406,000 |
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 | $1,223,502 |
Participant contributions at end of year | 2015-12-31 | $93,592 |
Participant contributions at beginning of year | 2015-12-31 | $43,426 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $242,234 |
Administrative expenses (other) incurred | 2015-12-31 | $6,601 |
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 | $1,055,915 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,109,151 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,053,236 |
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 | $811,401 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $618,620 |
Interest on participant loans | 2015-12-31 | $3,203 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $4,109,036 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,347,695 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $95,122 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $43,495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $43,495 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $15 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-64,466 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-102,653 |
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 | $8,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $289,125 |
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 | NASIF, HICKS, HARRIS & CO LLP |
Accountancy firm EIN | 2015-12-31 | 770181453 |
2014 : INOGEN, INC. 401K & PROFIT SHARING PLAN 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 | $1,274,991 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $394,773 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $377,783 |
Value of total corrective distributions | 2014-12-31 | $11,887 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,069,725 |
Value of total assets at end of year | 2014-12-31 | $4,053,236 |
Value of total assets at beginning of year | 2014-12-31 | $3,173,018 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,103 |
Total interest from all sources | 2014-12-31 | $1,623 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $45,562 |
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 | $45,562 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $318,000 |
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 | $952,122 |
Participant contributions at end of year | 2014-12-31 | $43,426 |
Participant contributions at beginning of year | 2014-12-31 | $43,122 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $117,603 |
Other income not declared elsewhere | 2014-12-31 | $516 |
Administrative expenses (other) incurred | 2014-12-31 | $5,103 |
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 | $880,218 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,053,236 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,173,018 |
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 | $618,620 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $500,418 |
Interest on participant loans | 2014-12-31 | $1,623 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,347,695 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,594,619 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $43,495 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $34,859 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $34,859 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-27,592 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $185,157 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $377,783 |
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 | NASIF, HICKS, HARRIS & CO LLP |
Accountancy firm EIN | 2014-12-31 | 770181453 |
2013 : INOGEN, INC. 401K & PROFIT SHARING PLAN 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 | $1,275,463 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $123,062 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $117,825 |
Value of total corrective distributions | 2013-12-31 | $150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $782,611 |
Value of total assets at end of year | 2013-12-31 | $3,173,018 |
Value of total assets at beginning of year | 2013-12-31 | $2,020,617 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,087 |
Total interest from all sources | 2013-12-31 | $1,298 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $22,925 |
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 | $22,925 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $203,000 |
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 | $754,549 |
Participant contributions at end of year | 2013-12-31 | $43,122 |
Participant contributions at beginning of year | 2013-12-31 | $29,904 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $28,062 |
Administrative expenses (other) incurred | 2013-12-31 | $5,087 |
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 | $1,152,401 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,173,018 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,020,617 |
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 | $500,418 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $311,061 |
Interest on participant loans | 2013-12-31 | $1,298 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,594,619 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,655,975 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $34,859 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $23,677 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $23,677 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $52,389 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $416,240 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $117,825 |
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 | NASIF, HICKS, HARRIS & CO LLP |
Accountancy firm EIN | 2013-12-31 | 770181453 |
2012 : INOGEN, INC. 401K & PROFIT SHARING PLAN 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 | $723,425 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $53,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $50,852 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $505,698 |
Value of total assets at end of year | 2012-12-31 | $2,020,617 |
Value of total assets at beginning of year | 2012-12-31 | $1,350,554 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,510 |
Total interest from all sources | 2012-12-31 | $1,550 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $10,523 |
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 | $10,523 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $136,000 |
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 | $501,099 |
Participant contributions at end of year | 2012-12-31 | $29,904 |
Participant contributions at beginning of year | 2012-12-31 | $32,236 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $951 |
Administrative expenses (other) incurred | 2012-12-31 | $2,510 |
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 | $670,063 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,020,617 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,350,554 |
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 | $311,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $214,224 |
Interest on participant loans | 2012-12-31 | $1,550 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,655,975 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,088,095 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $23,677 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $15,999 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $15,999 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $22,091 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $183,563 |
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 | $3,648 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $50,852 |
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 | NASIF, HICKS, HARRIS & CO LLP |
Accountancy firm EIN | 2012-12-31 | 770181453 |
2011 : INOGEN, INC. 401K & PROFIT SHARING PLAN 2011 401k financial data |
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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 | $355,325 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $129,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $115,797 |
Value of total corrective distributions | 2011-12-31 | $11,217 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $359,355 |
Value of total assets at end of year | 2011-12-31 | $1,350,554 |
Value of total assets at beginning of year | 2011-12-31 | $1,124,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,281 |
Total interest from all sources | 2011-12-31 | $1,522 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $6,901 |
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 | $6,901 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $113,000 |
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 | $349,538 |
Participant contributions at end of year | 2011-12-31 | $32,236 |
Participant contributions at beginning of year | 2011-12-31 | $32,038 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $9,817 |
Other income not declared elsewhere | 2011-12-31 | $1 |
Administrative expenses (other) incurred | 2011-12-31 | $2,281 |
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 | $226,030 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,350,554 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,124,524 |
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 | $214,224 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $227,502 |
Interest on participant loans | 2011-12-31 | $1,522 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,088,095 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $855,277 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $15,999 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $9,707 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $9,707 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-13,660 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,206 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $115,797 |
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 | NASIF, HICKS, HARRIS & CO LLP |
Accountancy firm EIN | 2011-12-31 | 770181453 |
2009 : INOGEN, INC. 401K & PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |