JUDSON SERVICES, INC. has sponsored the creation of one or more 401k plans.
Additional information about JUDSON SERVICES, INC.
Measure | Date | Value |
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2023 : JUDSON 403(B) PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $12,263 |
Total income from all sources (including contributions) | 2023-12-31 | $2,405,009 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $1,175,949 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,126,335 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,213,751 |
Value of total assets at end of year | 2023-12-31 | $9,605,332 |
Value of total assets at beginning of year | 2023-12-31 | $8,388,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $49,614 |
Total interest from all sources | 2023-12-31 | $4,749 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $234,214 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $234,214 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $945,919 |
Participant contributions at end of year | 2023-12-31 | $101,933 |
Participant contributions at beginning of year | 2023-12-31 | $68,895 |
Participant contributions at end of year | 2023-12-31 | $27,506 |
Participant contributions at beginning of year | 2023-12-31 | $27,817 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $6,732 |
Liabilities. Value of operating payables at end of year | 2023-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $12,263 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $1,229,060 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $9,605,332 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,376,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $21,659 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $8,424,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $7,218,579 |
Interest on participant loans | 2023-12-31 | $4,749 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $976,260 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,001,698 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $952,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $261,100 |
Employer contributions (assets) at end of year | 2023-12-31 | $74,821 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $71,546 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,126,335 |
Contract administrator fees | 2023-12-31 | $27,955 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | HW&CO. |
Accountancy firm EIN | 2023-12-31 | 341663157 |
2022 : JUDSON 403(B) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $12,263 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,611 |
Total income from all sources (including contributions) | 2022-12-31 | $-193,082 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,469,294 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,400,586 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,358,174 |
Value of total assets at end of year | 2022-12-31 | $8,388,535 |
Value of total assets at beginning of year | 2022-12-31 | $10,041,259 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $68,708 |
Total interest from all sources | 2022-12-31 | $3,432 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $207,066 |
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 | $207,066 |
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 | $901,265 |
Participant contributions at end of year | 2022-12-31 | $68,895 |
Participant contributions at beginning of year | 2022-12-31 | $82,349 |
Participant contributions at end of year | 2022-12-31 | $27,817 |
Participant contributions at beginning of year | 2022-12-31 | $27,124 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $197,334 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $12,263 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $2,611 |
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 | $-1,662,376 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,376,272 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,038,648 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $22,168 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,218,579 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,741,683 |
Interest on participant loans | 2022-12-31 | $3,432 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,001,698 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,120,078 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,761,754 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $259,575 |
Employer contributions (assets) at end of year | 2022-12-31 | $71,546 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $70,025 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,400,586 |
Contract administrator fees | 2022-12-31 | $46,540 |
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 | HW&CO. |
Accountancy firm EIN | 2022-12-31 | 341663157 |
2021 : JUDSON 403(B) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $2,611 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $18,445 |
Total income from all sources (including contributions) | 2021-12-31 | $2,476,557 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,762,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,679,818 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,217,984 |
Value of total assets at end of year | 2021-12-31 | $10,041,259 |
Value of total assets at beginning of year | 2021-12-31 | $9,342,930 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $82,576 |
Total interest from all sources | 2021-12-31 | $4,263 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $394,452 |
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 | $394,452 |
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 | $850,461 |
Participant contributions at end of year | 2021-12-31 | $82,349 |
Participant contributions at beginning of year | 2021-12-31 | $95,876 |
Participant contributions at end of year | 2021-12-31 | $27,124 |
Participant contributions at beginning of year | 2021-12-31 | $23,733 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $123,102 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $130 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $2,611 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $18,315 |
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 | $714,163 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,038,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,324,485 |
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 |
Investment advisory and management fees | 2021-12-31 | $24,199 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,741,683 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,502,515 |
Interest on participant loans | 2021-12-31 | $4,263 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,120,078 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $607,660 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $859,858 |
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 | $244,421 |
Employer contributions (assets) at end of year | 2021-12-31 | $70,025 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $113,146 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,679,818 |
Contract administrator fees | 2021-12-31 | $58,377 |
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 | HW&CO. |
Accountancy firm EIN | 2021-12-31 | 341663157 |
2020 : JUDSON 403(B) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $18,445 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $35,462 |
Total income from all sources (including contributions) | 2020-12-31 | $1,982,198 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,068,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $990,867 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $924,910 |
Value of total assets at end of year | 2020-12-31 | $9,342,930 |
Value of total assets at beginning of year | 2020-12-31 | $8,446,234 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $77,618 |
Total interest from all sources | 2020-12-31 | $6,822 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $403,250 |
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 | $403,250 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $705,681 |
Participant contributions at end of year | 2020-12-31 | $95,876 |
Participant contributions at beginning of year | 2020-12-31 | $120,357 |
Participant contributions at end of year | 2020-12-31 | $23,733 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $130 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $16 |
Other income not declared elsewhere | 2020-12-31 | $69,013 |
Administrative expenses (other) incurred | 2020-12-31 | $165 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $18,315 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $35,446 |
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 | $913,713 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,324,485 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,410,772 |
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 |
Investment advisory and management fees | 2020-12-31 | $14,036 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,502,515 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,833,336 |
Interest on participant loans | 2020-12-31 | $6,822 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $607,660 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $443,722 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $578,203 |
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 | $219,229 |
Employer contributions (assets) at end of year | 2020-12-31 | $113,146 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $48,819 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $990,867 |
Contract administrator fees | 2020-12-31 | $63,417 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | HW&CO. |
Accountancy firm EIN | 2020-12-31 | 341663157 |
2019 : JUDSON 403(B) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $35,462 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $50 |
Total income from all sources (including contributions) | 2019-12-31 | $2,787,045 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $768,616 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $681,920 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,345,587 |
Value of total assets at end of year | 2019-12-31 | $8,446,234 |
Value of total assets at beginning of year | 2019-12-31 | $6,392,393 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $86,696 |
Total interest from all sources | 2019-12-31 | $4,961 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $358,638 |
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 | $358,638 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 | $641,972 |
Participant contributions at end of year | 2019-12-31 | $120,357 |
Participant contributions at beginning of year | 2019-12-31 | $85,406 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $499,030 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,217 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $16 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $50 |
Other income not declared elsewhere | 2019-12-31 | $26,428 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $35,446 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,018,429 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,410,772 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,392,343 |
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 |
Investment advisory and management fees | 2019-12-31 | $17,576 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,833,336 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,969,564 |
Interest on participant loans | 2019-12-31 | $4,961 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $443,722 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $290,758 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,051,431 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $8,436 |
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 | $204,585 |
Employer contributions (assets) at end of year | 2019-12-31 | $48,819 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $44,448 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $681,920 |
Contract administrator fees | 2019-12-31 | $69,120 |
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 | HW&CO. |
Accountancy firm EIN | 2019-12-31 | 341663157 |
2018 : JUDSON 403(B) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $50 |
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 | $536,219 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,630,488 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,522,914 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $24,809 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $817,652 |
Value of total assets at end of year | 2018-12-31 | $6,392,393 |
Value of total assets at beginning of year | 2018-12-31 | $7,486,612 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $82,765 |
Total interest from all sources | 2018-12-31 | $3,757 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $479,126 |
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 | $479,126 |
Administrative expenses professional fees incurred | 2018-12-31 | $10,250 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
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 | $605,393 |
Participant contributions at end of year | 2018-12-31 | $85,406 |
Participant contributions at beginning of year | 2018-12-31 | $108,107 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $14,391 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $2,217 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $5,439 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $50 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $28,262 |
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 | $-1,094,269 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,392,343 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,486,612 |
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 |
Investment advisory and management fees | 2018-12-31 | $18,327 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,969,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $7,009,179 |
Interest on participant loans | 2018-12-31 | $3,757 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $290,758 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $317,837 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-792,578 |
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 | $197,868 |
Employer contributions (assets) at end of year | 2018-12-31 | $44,448 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $46,050 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,522,914 |
Contract administrator fees | 2018-12-31 | $54,188 |
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 | HW&CO. |
Accountancy firm EIN | 2018-12-31 | 341663157 |
2017 : JUDSON 403(B) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $494 |
Total income from all sources (including contributions) | 2017-12-31 | $1,948,382 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $943,489 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $861,697 |
Value of total corrective distributions | 2017-12-31 | $494 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $873,899 |
Value of total assets at end of year | 2017-12-31 | $7,486,612 |
Value of total assets at beginning of year | 2017-12-31 | $6,482,213 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $81,298 |
Total interest from all sources | 2017-12-31 | $3,334 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $281,575 |
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 | $281,575 |
Administrative expenses professional fees incurred | 2017-12-31 | $8,500 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $577,370 |
Participant contributions at end of year | 2017-12-31 | $108,107 |
Participant contributions at beginning of year | 2017-12-31 | $74,138 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $102,722 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $5,439 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $10,285 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $494 |
Other income not declared elsewhere | 2017-12-31 | $25,227 |
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 | $1,004,893 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,486,612 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,481,719 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $16,694 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,009,179 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,790,751 |
Interest on participant loans | 2017-12-31 | $3,334 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $317,837 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $567,283 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $764,347 |
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 | $193,807 |
Employer contributions (assets) at end of year | 2017-12-31 | $46,050 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $39,756 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $861,697 |
Contract administrator fees | 2017-12-31 | $56,104 |
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 | HW&CO. |
Accountancy firm EIN | 2017-12-31 | 341663157 |
2016 : JUDSON 403(B) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $494 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $8,156 |
Total income from all sources (including contributions) | 2016-12-31 | $1,295,322 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,014,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $970,985 |
Value of total corrective distributions | 2016-12-31 | $8,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $708,794 |
Value of total assets at end of year | 2016-12-31 | $6,482,213 |
Value of total assets at beginning of year | 2016-12-31 | $6,208,788 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $35,094 |
Total interest from all sources | 2016-12-31 | $2,600 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $181,425 |
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 | $181,425 |
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 | $532,448 |
Participant contributions at end of year | 2016-12-31 | $74,138 |
Participant contributions at beginning of year | 2016-12-31 | $74,742 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $10,285 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $14,176 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $494 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $8,156 |
Other income not declared elsewhere | 2016-12-31 | $25,026 |
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 | $281,087 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,481,719 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,200,632 |
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 |
Investment advisory and management fees | 2016-12-31 | $15,856 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,790,751 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,627,276 |
Interest on participant loans | 2016-12-31 | $2,600 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $439,422 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $439,422 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $567,283 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $377,477 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $176,346 |
Employer contributions (assets) at end of year | 2016-12-31 | $39,756 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $53,172 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $970,985 |
Contract administrator fees | 2016-12-31 | $19,238 |
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 | HW&CO. |
Accountancy firm EIN | 2016-12-31 | 341663157 |
2015 : JUDSON 403(B) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $8,156 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $8,980 |
Total income from all sources (including contributions) | 2015-12-31 | $620,297 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $609,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $563,069 |
Value of total corrective distributions | 2015-12-31 | $8,980 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $680,071 |
Value of total assets at end of year | 2015-12-31 | $6,208,788 |
Value of total assets at beginning of year | 2015-12-31 | $6,198,448 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $37,084 |
Total interest from all sources | 2015-12-31 | $3,326 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $338,075 |
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 | $338,075 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $510,940 |
Participant contributions at end of year | 2015-12-31 | $74,742 |
Participant contributions at beginning of year | 2015-12-31 | $90,841 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,300 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $14,176 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $12,440 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $8,156 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $8,980 |
Other income not declared elsewhere | 2015-12-31 | $22,143 |
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 | $11,164 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,200,632 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,189,468 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $15,272 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,627,276 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,576,970 |
Interest on participant loans | 2015-12-31 | $3,326 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $439,422 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $484,211 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $484,211 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-423,318 |
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 | $166,831 |
Employer contributions (assets) at end of year | 2015-12-31 | $53,172 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $33,986 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $563,069 |
Contract administrator fees | 2015-12-31 | $21,812 |
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 | HW&CO. |
Accountancy firm EIN | 2015-12-31 | 341663157 |
2014 : JUDSON 403(B) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $8,980 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $11,036 |
Total income from all sources (including contributions) | 2014-12-31 | $921,528 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $376,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $337,922 |
Value of total corrective distributions | 2014-12-31 | $10,914 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $573,689 |
Value of total assets at end of year | 2014-12-31 | $6,198,448 |
Value of total assets at beginning of year | 2014-12-31 | $5,655,379 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $27,567 |
Total interest from all sources | 2014-12-31 | $3,842 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $517,168 |
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 | $517,168 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 | $451,399 |
Participant contributions at end of year | 2014-12-31 | $90,841 |
Participant contributions at beginning of year | 2014-12-31 | $84,556 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $12,440 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $8,980 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $11,036 |
Other income not declared elsewhere | 2014-12-31 | $25,137 |
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 | $545,125 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,189,468 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,644,343 |
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 |
Investment advisory and management fees | 2014-12-31 | $14,681 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,576,970 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,089,698 |
Interest on participant loans | 2014-12-31 | $3,836 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $484,211 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $448,427 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $448,427 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-198,308 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $122,290 |
Employer contributions (assets) at end of year | 2014-12-31 | $33,986 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $32,698 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $337,922 |
Contract administrator fees | 2014-12-31 | $12,886 |
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 | HW&CO. |
Accountancy firm EIN | 2014-12-31 | 341663157 |
2013 : JUDSON 403(B) 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 | $11,036 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $8,505 |
Total income from all sources (including contributions) | 2013-12-31 | $1,476,107 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $365,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $321,679 |
Value of total corrective distributions | 2013-12-31 | $8,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $529,787 |
Value of total assets at end of year | 2013-12-31 | $5,655,379 |
Value of total assets at beginning of year | 2013-12-31 | $4,542,587 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $35,660 |
Total interest from all sources | 2013-12-31 | $3,380 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $257,339 |
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 | $257,339 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 | $416,705 |
Participant contributions at end of year | 2013-12-31 | $84,556 |
Participant contributions at beginning of year | 2013-12-31 | $78,410 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $2,500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,221 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $11,036 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $8,505 |
Other income not declared elsewhere | 2013-12-31 | $13,881 |
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 | $1,110,261 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,644,343 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,534,082 |
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 |
Investment advisory and management fees | 2013-12-31 | $15,317 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,089,698 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,091,183 |
Interest on participant loans | 2013-12-31 | $3,380 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $448,427 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $331,841 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $331,841 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $671,720 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $109,861 |
Employer contributions (assets) at end of year | 2013-12-31 | $32,698 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $38,653 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $321,679 |
Contract administrator fees | 2013-12-31 | $20,343 |
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 | HOWARD, WERSHBALE & CO. |
Accountancy firm EIN | 2013-12-31 | 341663157 |
2012 : JUDSON 403(B) 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 | $8,505 |
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 | $916,857 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $513,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $477,368 |
Value of total corrective distributions | 2012-12-31 | $1,081 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $440,905 |
Value of total assets at end of year | 2012-12-31 | $4,542,587 |
Value of total assets at beginning of year | 2012-12-31 | $4,130,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $35,101 |
Total interest from all sources | 2012-12-31 | $16,682 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $94,771 |
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 | $94,771 |
Administrative expenses professional fees incurred | 2012-12-31 | $4,000 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $361,282 |
Participant contributions at end of year | 2012-12-31 | $78,410 |
Participant contributions at beginning of year | 2012-12-31 | $79,282 |
Participant contributions at end of year | 2012-12-31 | $2,500 |
Participant contributions at beginning of year | 2012-12-31 | $16,142 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $711 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $8,505 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $403,307 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,534,082 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,130,775 |
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 |
Investment advisory and management fees | 2012-12-31 | $15,911 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,091,183 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,661,994 |
Interest on participant loans | 2012-12-31 | $3,303 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $331,841 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $357,707 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $357,707 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $13,379 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $364,499 |
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 | $78,912 |
Employer contributions (assets) at end of year | 2012-12-31 | $38,653 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $15,650 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $477,368 |
Contract administrator fees | 2012-12-31 | $15,190 |
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 | HOWARD, WERSHBALE & CO. |
Accountancy firm EIN | 2012-12-31 | 341663157 |
2011 : JUDSON 403(B) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $376,631 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $446,779 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $412,937 |
Value of total corrective distributions | 2011-12-31 | $1,047 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $447,905 |
Value of total assets at end of year | 2011-12-31 | $4,130,775 |
Value of total assets at beginning of year | 2011-12-31 | $4,200,923 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $32,795 |
Total interest from all sources | 2011-12-31 | $3,758 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $97,057 |
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 | $97,057 |
Administrative expenses professional fees incurred | 2011-12-31 | $7,500 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
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 | $387,784 |
Participant contributions at end of year | 2011-12-31 | $79,282 |
Participant contributions at beginning of year | 2011-12-31 | $72,754 |
Participant contributions at end of year | 2011-12-31 | $16,142 |
Participant contributions at beginning of year | 2011-12-31 | $18,824 |
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 | $-70,148 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,130,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,200,923 |
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 |
Investment advisory and management fees | 2011-12-31 | $17,762 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,661,994 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,758,335 |
Interest on participant loans | 2011-12-31 | $3,758 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $357,707 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $335,058 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $335,058 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-172,089 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $60,121 |
Employer contributions (assets) at end of year | 2011-12-31 | $15,650 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $15,952 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $412,937 |
Contract administrator fees | 2011-12-31 | $7,533 |
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 | HOWARD WERSHBALE & CO. |
Accountancy firm EIN | 2011-12-31 | 341663157 |
2010 : JUDSON 403(B) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $971,566 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $94,615 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $89,901 |
Value of total corrective distributions | 2010-12-31 | $1,107 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $471,193 |
Value of total assets at end of year | 2010-12-31 | $4,200,923 |
Value of total assets at beginning of year | 2010-12-31 | $3,323,972 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,607 |
Total interest from all sources | 2010-12-31 | $5,933 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $60,061 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $60,061 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $409,252 |
Participant contributions at end of year | 2010-12-31 | $72,754 |
Participant contributions at beginning of year | 2010-12-31 | $68,104 |
Participant contributions at end of year | 2010-12-31 | $18,824 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $876,951 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,200,923 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,323,972 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,758,335 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,954,410 |
Interest on participant loans | 2010-12-31 | $3,537 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $335,058 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $287,095 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $287,095 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,396 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $434,379 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $61,941 |
Employer contributions (assets) at end of year | 2010-12-31 | $15,952 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $14,363 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $89,901 |
Contract administrator fees | 2010-12-31 | $3,607 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HOWARD WERSHBALE & CO. |
Accountancy firm EIN | 2010-12-31 | 341663157 |
2009 : JUDSON 403(B) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |