INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN
401k plan membership statisitcs for INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-6,788,500 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-6,788,500 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $28,426 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,030,746 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,621,146 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,458,334 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,838,433 |
Value of total assets at end of year | 2022-12-31 | $33,485,140 |
Value of total assets at beginning of year | 2022-12-31 | $37,165,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $162,812 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $32,458 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,798,672 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $266,126 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $584,553 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $174,534 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $28,426 |
Administrative expenses (other) incurred | 2022-12-31 | $4,603 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,651,892 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $33,485,140 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $37,137,032 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $158,209 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $20,881,454 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $24,030,229 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $3,453,369 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,165,270 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,165,270 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $886,863 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,865,227 |
Employer contributions (assets) at end of year | 2022-12-31 | $101,748 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $32,458 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,458,334 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $8,782,443 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $11,385,406 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GREENWALT CPAS |
Accountancy firm EIN | 2022-12-31 | 351489521 |
2021 : INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $2,690,262 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $2,690,262 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $28,426 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,141 |
Total income from all sources (including contributions) | 2021-12-31 | $6,718,543 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,090,176 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,888,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,341,364 |
Value of total assets at end of year | 2021-12-31 | $37,165,458 |
Value of total assets at beginning of year | 2021-12-31 | $32,511,806 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $201,334 |
Total interest from all sources | 2021-12-31 | $80 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $119,961 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,464,779 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $584,553 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $418,397 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $199,399 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $28,426 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $3,141 |
Administrative expenses (other) incurred | 2021-12-31 | $5,380 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $12,456 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,628,367 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $37,137,032 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $32,508,665 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $195,954 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $24,030,229 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $22,084,256 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,165,270 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,041,860 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,041,860 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $80 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $566,876 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,677,186 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $40,748 |
Income. Dividends from common stock | 2021-12-31 | $119,961 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,888,842 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $11,385,406 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $8,914,089 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GREENWALT CPAS |
Accountancy firm EIN | 2021-12-31 | 351489521 |
2020 : INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,230,835 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,230,835 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,141 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $8,694 |
Total income from all sources (including contributions) | 2020-12-31 | $7,636,124 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $894,547 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $682,214 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,930,262 |
Value of total assets at end of year | 2020-12-31 | $32,511,806 |
Value of total assets at beginning of year | 2020-12-31 | $25,775,782 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $212,333 |
Total interest from all sources | 2020-12-31 | $2,212 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $770,196 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $658,937 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,373,598 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $418,397 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $17,244 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $3,141 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $8,694 |
Administrative expenses (other) incurred | 2020-12-31 | $3,517 |
Total non interest bearing cash at end of year | 2020-12-31 | $12,456 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1,001 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $6,741,577 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $32,508,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,767,088 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $208,816 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $22,084,256 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,551,971 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,041,860 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $899,675 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $899,675 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,212 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,702,619 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,539,420 |
Employer contributions (assets) at end of year | 2020-12-31 | $40,748 |
Income. Dividends from common stock | 2020-12-31 | $111,259 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $682,214 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $8,914,089 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $7,323,135 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2020-12-31 | 351489521 |
2019 : INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,874,248 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,874,248 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $8,694 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $6,423,922 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $273,794 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $198,039 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,578,314 |
Value of total assets at end of year | 2019-12-31 | $25,775,782 |
Value of total assets at beginning of year | 2019-12-31 | $19,616,960 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $75,755 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $509,172 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $509,172 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,134,971 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $97,037 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $8,694 |
Administrative expenses (other) incurred | 2019-12-31 | $2,982 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,001 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $62,303 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,150,128 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,767,088 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,616,960 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $72,773 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,551,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $13,047,887 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $899,675 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $566,220 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $566,220 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,462,188 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,346,306 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $11,555 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $198,039 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $7,323,135 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $5,928,995 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2019-12-31 | 351489521 |
2018 : INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-265,640 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-265,640 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,167,852 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $590,007 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $467,379 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,410,939 |
Value of total assets at end of year | 2018-12-31 | $19,616,960 |
Value of total assets at beginning of year | 2018-12-31 | $19,039,115 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $122,628 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $462,623 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $462,623 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,010,211 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $129,172 |
Administrative expenses (other) incurred | 2018-12-31 | $4,176 |
Total non interest bearing cash at end of year | 2018-12-31 | $62,303 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $5,511 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $577,845 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $19,616,960 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,039,115 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $118,452 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $13,047,887 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $12,797,836 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $566,220 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $574,420 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $574,420 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,440,070 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,271,556 |
Employer contributions (assets) at end of year | 2018-12-31 | $11,555 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $49,419 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $467,379 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $5,928,995 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $5,611,929 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2018-12-31 | 351489521 |
2017 : INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $982,757 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $982,757 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,817,667 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $526,004 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $430,094 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,018,944 |
Value of total assets at end of year | 2017-12-31 | $19,039,115 |
Value of total assets at beginning of year | 2017-12-31 | $14,747,452 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $95,910 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $353,127 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $353,127 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $889,525 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $5,034 |
Administrative expenses (other) incurred | 2017-12-31 | $-23,479 |
Total non interest bearing cash at end of year | 2017-12-31 | $5,511 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $223,267 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,291,663 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $19,039,115 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,747,452 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $119,389 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $12,797,836 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,318,954 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $574,420 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $744,241 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $744,241 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,462,839 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,129,419 |
Employer contributions (assets) at end of year | 2017-12-31 | $49,419 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $65,675 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $430,094 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $5,611,929 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $4,390,281 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2017-12-31 | 351489521 |
2016 : INDIANA HEMOPHILIA & THROMBOSIS CENTER, INC. 401K PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,692,887 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $967,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $888,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,822,102 |
Value of total assets at end of year | 2016-12-31 | $14,747,452 |
Value of total assets at beginning of year | 2016-12-31 | $13,022,411 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $79,640 |
Total interest from all sources | 2016-12-31 | $437 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $302,104 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $248,896 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $840,502 |
Participant contributions at end of year | 2016-12-31 | $5,034 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $75,925 |
Total non interest bearing cash at end of year | 2016-12-31 | $223,267 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $20,799 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,725,041 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,747,452 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,022,411 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $79,640 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,318,954 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,021,981 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $744,241 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $84,077 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $84,077 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $437 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $568,244 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $905,675 |
Employer contributions (assets) at end of year | 2016-12-31 | $65,675 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $69,032 |
Income. Dividends from common stock | 2016-12-31 | $53,208 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $888,206 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $4,390,281 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $1,826,522 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GREENWALT CPAS, INC. |
Accountancy firm EIN | 2016-12-31 | 351489521 |