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JUDSON 403(B) PLAN 401k Plan overview

Plan NameJUDSON 403(B) PLAN
Plan identification number 002

JUDSON 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

JUDSON SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JUDSON SERVICES, INC.
Employer identification number (EIN):340714539
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about JUDSON SERVICES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1906-08-17
Company Identification Number: 18899
Legal Registered Office Address: 2181 AMBLESIDE DR.
-
CLEVELAND
United States of America (USA)
44106

More information about JUDSON SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JUDSON 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMES CARNOVALE
0022017-01-01JAMES CARNOVALE
0022016-01-01JAMES CARNOVALE
0022015-01-01JAMES CARNOVALE
0022014-01-01JAMES CARNOVALE
0022013-01-01JAMES CARNOVALE
0022012-01-01JAMES CARNOVALE
0022011-01-01JAMES CARNOVALE
0022009-01-01JAMES J. CARNOVALE, CFO JAMES J. CARNOVALE, CFO2010-10-12
0022009-01-01JAMES J. CARNOVALE, CFO JAMES J. CARNOVALE, CFO2010-10-13

Plan Statistics for JUDSON 403(B) PLAN

401k plan membership statisitcs for JUDSON 403(B) PLAN

Measure Date Value
2023: JUDSON 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01629
Total number of active participants reported on line 7a of the Form 55002023-01-01434
Number of retired or separated participants receiving benefits2023-01-0120
Number of other retired or separated participants entitled to future benefits2023-01-01176
Total of all active and inactive participants2023-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01631
Number of participants with account balances2023-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JUDSON 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01613
Total number of active participants reported on line 7a of the Form 55002022-01-01468
Number of retired or separated participants receiving benefits2022-01-0118
Number of other retired or separated participants entitled to future benefits2022-01-01143
Total of all active and inactive participants2022-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01629
Number of participants with account balances2022-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JUDSON 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01721
Total number of active participants reported on line 7a of the Form 55002021-01-01454
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01142
Total of all active and inactive participants2021-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01610
Number of participants with account balances2021-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JUDSON 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01677
Total number of active participants reported on line 7a of the Form 55002020-01-01403
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-01253
Total of all active and inactive participants2020-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01674
Number of participants with account balances2020-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JUDSON 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01707
Total number of active participants reported on line 7a of the Form 55002019-01-01441
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-01216
Total of all active and inactive participants2019-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01677
Number of participants with account balances2019-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01598
2018: JUDSON 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01701
Total number of active participants reported on line 7a of the Form 55002018-01-01466
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01241
Total of all active and inactive participants2018-01-01707
Total participants2018-01-01707
Number of participants with account balances2018-01-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JUDSON 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01626
Total number of active participants reported on line 7a of the Form 55002017-01-01499
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01202
Total of all active and inactive participants2017-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01701
Number of participants with account balances2017-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JUDSON 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01689
Total number of active participants reported on line 7a of the Form 55002016-01-01504
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01129
Total of all active and inactive participants2016-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01633
Number of participants with account balances2016-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JUDSON 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01704
Total number of active participants reported on line 7a of the Form 55002015-01-01539
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01142
Total of all active and inactive participants2015-01-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01681
Number of participants with account balances2015-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JUDSON 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01742
Total number of active participants reported on line 7a of the Form 55002014-01-01639
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01704
Number of participants with account balances2014-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JUDSON 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01717
Total number of active participants reported on line 7a of the Form 55002013-01-01685
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01742
Number of participants with account balances2013-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JUDSON 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01721
Total number of active participants reported on line 7a of the Form 55002012-01-01660
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01717
Number of participants with account balances2012-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: JUDSON 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01688
Total number of active participants reported on line 7a of the Form 55002011-01-01666
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01721
Number of participants with account balances2011-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: JUDSON 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01637
Total number of active participants reported on line 7a of the Form 55002009-01-01600
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0190
Total of all active and inactive participants2009-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01690
Number of participants with account balances2009-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JUDSON 403(B) PLAN

Measure Date Value
2023 : JUDSON 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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 assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,175,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$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 year2023-12-31$9,605,332
Value of total assets at beginning of year2023-12-31$8,388,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$49,614
Total interest from all sources2023-12-31$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 year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$234,214
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$945,919
Participant contributions at end of year2023-12-31$101,933
Participant contributions at beginning of year2023-12-31$68,895
Participant contributions at end of year2023-12-31$27,506
Participant contributions at beginning of year2023-12-31$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 year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$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 appraiser2023-12-31No
Value of net income/loss2023-12-31$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)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$21,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$8,424,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,218,579
Interest on participant loans2023-12-31$4,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$976,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$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 assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$261,100
Employer contributions (assets) at end of year2023-12-31$74,821
Employer contributions (assets) at beginning of year2023-12-31$71,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,126,335
Contract administrator fees2023-12-31$27,955
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HW&CO.
Accountancy firm EIN2023-12-31341663157
2022 : JUDSON 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,469,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$8,388,535
Value of total assets at beginning of year2022-12-31$10,041,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,708
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$207,066
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$901,265
Participant contributions at end of year2022-12-31$68,895
Participant contributions at beginning of year2022-12-31$82,349
Participant contributions at end of year2022-12-31$27,817
Participant contributions at beginning of year2022-12-31$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 year2022-12-31$12,263
Liabilities. Value of operating payables at beginning of year2022-12-31$2,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,218,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,741,683
Interest on participant loans2022-12-31$3,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,001,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,120,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,761,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$259,575
Employer contributions (assets) at end of year2022-12-31$71,546
Employer contributions (assets) at beginning of year2022-12-31$70,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,400,586
Contract administrator fees2022-12-31$46,540
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HW&CO.
Accountancy firm EIN2022-12-31341663157
2021 : JUDSON 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,762,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$10,041,259
Value of total assets at beginning of year2021-12-31$9,342,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$82,576
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$394,452
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$850,461
Participant contributions at end of year2021-12-31$82,349
Participant contributions at beginning of year2021-12-31$95,876
Participant contributions at end of year2021-12-31$27,124
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$130
Other income not declared elsewhere2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$2,611
Liabilities. Value of operating payables at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,741,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,502,515
Interest on participant loans2021-12-31$4,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,120,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$244,421
Employer contributions (assets) at end of year2021-12-31$70,025
Employer contributions (assets) at beginning of year2021-12-31$113,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,679,818
Contract administrator fees2021-12-31$58,377
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HW&CO.
Accountancy firm EIN2021-12-31341663157
2020 : JUDSON 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,068,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$9,342,930
Value of total assets at beginning of year2020-12-31$8,446,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,618
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$403,250
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$705,681
Participant contributions at end of year2020-12-31$95,876
Participant contributions at beginning of year2020-12-31$120,357
Participant contributions at end of year2020-12-31$23,733
Participant contributions at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$16
Other income not declared elsewhere2020-12-31$69,013
Administrative expenses (other) incurred2020-12-31$165
Liabilities. Value of operating payables at end of year2020-12-31$18,315
Liabilities. Value of operating payables at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,502,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,833,336
Interest on participant loans2020-12-31$6,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$607,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$219,229
Employer contributions (assets) at end of year2020-12-31$113,146
Employer contributions (assets) at beginning of year2020-12-31$48,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$990,867
Contract administrator fees2020-12-31$63,417
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HW&CO.
Accountancy firm EIN2020-12-31341663157
2019 : JUDSON 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$768,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$8,446,234
Value of total assets at beginning of year2019-12-31$6,392,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$86,696
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$358,638
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$641,972
Participant contributions at end of year2019-12-31$120,357
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$16
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$50
Other income not declared elsewhere2019-12-31$26,428
Liabilities. Value of operating payables at end of year2019-12-31$35,446
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$17,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,833,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,969,564
Interest on participant loans2019-12-31$4,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$443,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$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 trusts2019-12-31$8,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$204,585
Employer contributions (assets) at end of year2019-12-31$48,819
Employer contributions (assets) at beginning of year2019-12-31$44,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$681,920
Contract administrator fees2019-12-31$69,120
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HW&CO.
Accountancy firm EIN2019-12-31341663157
2018 : JUDSON 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,630,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,522,914
Expenses. Certain deemed distributions of participant loans2018-12-31$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 year2018-12-31$6,392,393
Value of total assets at beginning of year2018-12-31$7,486,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$82,765
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$479,126
Administrative expenses professional fees incurred2018-12-31$10,250
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$605,393
Participant contributions at end of year2018-12-31$85,406
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$2,217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$50
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$28,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$18,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,969,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,009,179
Interest on participant loans2018-12-31$3,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$290,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$317,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-792,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$197,868
Employer contributions (assets) at end of year2018-12-31$44,448
Employer contributions (assets) at beginning of year2018-12-31$46,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,522,914
Contract administrator fees2018-12-31$54,188
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HW&CO.
Accountancy firm EIN2018-12-31341663157
2017 : JUDSON 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$943,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$861,697
Value of total corrective distributions2017-12-31$494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$873,899
Value of total assets at end of year2017-12-31$7,486,612
Value of total assets at beginning of year2017-12-31$6,482,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$81,298
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$281,575
Administrative expenses professional fees incurred2017-12-31$8,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$577,370
Participant contributions at end of year2017-12-31$108,107
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$5,439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$494
Other income not declared elsewhere2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$16,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,009,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,790,751
Interest on participant loans2017-12-31$3,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$317,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$193,807
Employer contributions (assets) at end of year2017-12-31$46,050
Employer contributions (assets) at beginning of year2017-12-31$39,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$861,697
Contract administrator fees2017-12-31$56,104
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HW&CO.
Accountancy firm EIN2017-12-31341663157
2016 : JUDSON 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,014,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$970,985
Value of total corrective distributions2016-12-31$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 year2016-12-31$6,482,213
Value of total assets at beginning of year2016-12-31$6,208,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,094
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$181,425
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$532,448
Participant contributions at end of year2016-12-31$74,138
Participant contributions at beginning of year2016-12-31$74,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$14,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,156
Other income not declared elsewhere2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$15,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,790,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,627,276
Interest on participant loans2016-12-31$2,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$439,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$439,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$567,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$176,346
Employer contributions (assets) at end of year2016-12-31$39,756
Employer contributions (assets) at beginning of year2016-12-31$53,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$970,985
Contract administrator fees2016-12-31$19,238
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HW&CO.
Accountancy firm EIN2016-12-31341663157
2015 : JUDSON 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$609,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$563,069
Value of total corrective distributions2015-12-31$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 year2015-12-31$6,208,788
Value of total assets at beginning of year2015-12-31$6,198,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,084
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$338,075
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$510,940
Participant contributions at end of year2015-12-31$74,742
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$14,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,980
Other income not declared elsewhere2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,627,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,576,970
Interest on participant loans2015-12-31$3,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$439,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$484,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$484,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-423,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$166,831
Employer contributions (assets) at end of year2015-12-31$53,172
Employer contributions (assets) at beginning of year2015-12-31$33,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$563,069
Contract administrator fees2015-12-31$21,812
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HW&CO.
Accountancy firm EIN2015-12-31341663157
2014 : JUDSON 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$376,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$337,922
Value of total corrective distributions2014-12-31$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 year2014-12-31$6,198,448
Value of total assets at beginning of year2014-12-31$5,655,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,567
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$517,168
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$451,399
Participant contributions at end of year2014-12-31$90,841
Participant contributions at beginning of year2014-12-31$84,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,036
Other income not declared elsewhere2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$14,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,576,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,089,698
Interest on participant loans2014-12-31$3,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$484,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$448,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$122,290
Employer contributions (assets) at end of year2014-12-31$33,986
Employer contributions (assets) at beginning of year2014-12-31$32,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$337,922
Contract administrator fees2014-12-31$12,886
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HW&CO.
Accountancy firm EIN2014-12-31341663157
2013 : JUDSON 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$365,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$321,679
Value of total corrective distributions2013-12-31$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 year2013-12-31$5,655,379
Value of total assets at beginning of year2013-12-31$4,542,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,660
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$257,339
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$416,705
Participant contributions at end of year2013-12-31$84,556
Participant contributions at beginning of year2013-12-31$78,410
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$11,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$8,505
Other income not declared elsewhere2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$15,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,089,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,091,183
Interest on participant loans2013-12-31$3,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$448,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$331,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$109,861
Employer contributions (assets) at end of year2013-12-31$32,698
Employer contributions (assets) at beginning of year2013-12-31$38,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$321,679
Contract administrator fees2013-12-31$20,343
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOWARD, WERSHBALE & CO.
Accountancy firm EIN2013-12-31341663157
2012 : JUDSON 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$513,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$477,368
Value of total corrective distributions2012-12-31$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 year2012-12-31$4,542,587
Value of total assets at beginning of year2012-12-31$4,130,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$35,101
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$94,771
Administrative expenses professional fees incurred2012-12-31$4,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$361,282
Participant contributions at end of year2012-12-31$78,410
Participant contributions at beginning of year2012-12-31$79,282
Participant contributions at end of year2012-12-31$2,500
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$8,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$15,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,091,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,661,994
Interest on participant loans2012-12-31$3,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$331,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$357,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$78,912
Employer contributions (assets) at end of year2012-12-31$38,653
Employer contributions (assets) at beginning of year2012-12-31$15,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$477,368
Contract administrator fees2012-12-31$15,190
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOWARD, WERSHBALE & CO.
Accountancy firm EIN2012-12-31341663157
2011 : JUDSON 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$446,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$412,937
Value of total corrective distributions2011-12-31$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 year2011-12-31$4,130,775
Value of total assets at beginning of year2011-12-31$4,200,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,795
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$97,057
Administrative expenses professional fees incurred2011-12-31$7,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$387,784
Participant contributions at end of year2011-12-31$79,282
Participant contributions at beginning of year2011-12-31$72,754
Participant contributions at end of year2011-12-31$16,142
Participant contributions at beginning of year2011-12-31$18,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$17,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,661,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,758,335
Interest on participant loans2011-12-31$3,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$357,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$335,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$335,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-172,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$60,121
Employer contributions (assets) at end of year2011-12-31$15,650
Employer contributions (assets) at beginning of year2011-12-31$15,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$412,937
Contract administrator fees2011-12-31$7,533
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOWARD WERSHBALE & CO.
Accountancy firm EIN2011-12-31341663157
2010 : JUDSON 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$94,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$89,901
Value of total corrective distributions2010-12-31$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 year2010-12-31$4,200,923
Value of total assets at beginning of year2010-12-31$3,323,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,607
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$60,061
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$409,252
Participant contributions at end of year2010-12-31$72,754
Participant contributions at beginning of year2010-12-31$68,104
Participant contributions at end of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,758,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,954,410
Interest on participant loans2010-12-31$3,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$335,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$287,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$61,941
Employer contributions (assets) at end of year2010-12-31$15,952
Employer contributions (assets) at beginning of year2010-12-31$14,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$89,901
Contract administrator fees2010-12-31$3,607
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOWARD WERSHBALE & CO.
Accountancy firm EIN2010-12-31341663157
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 securities2009-12-31$0

Form 5500 Responses for JUDSON 403(B) PLAN

2023: JUDSON 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JUDSON 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JUDSON 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JUDSON 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JUDSON 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JUDSON 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JUDSON 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JUDSON 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JUDSON 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JUDSON 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JUDSON 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JUDSON 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JUDSON 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JUDSON 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810407
Policy instance 1
Insurance contract or identification number810407
Number of Individuals Covered255
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810407
Policy instance 1
Insurance contract or identification number810407
Number of Individuals Covered245
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810407
Policy instance 1
Insurance contract or identification number810407
Number of Individuals Covered425
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809034A
Policy instance 1
Insurance contract or identification number809034A
Number of Individuals Covered551
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809034A
Policy instance 1
Insurance contract or identification number809034A
Number of Individuals Covered575
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809034A
Policy instance 1
Insurance contract or identification number809034A
Number of Individuals Covered516
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809034A
Policy instance 1
Insurance contract or identification number809034A
Number of Individuals Covered490
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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