JUDSON CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JUDSON CENTER DEFINED BENEFIT PENSION PLAN
Measure | Date | Value |
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2023: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2023 401k membership |
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Market value of plan assets | 2023-09-30 | 4,724,128 |
Acturial value of plan assets | 2023-09-30 | 5,196,540 |
Funding target for retired participants and beneficiaries receiving payment | 2023-09-30 | 2,787,545 |
Number of terminated vested participants | 2023-09-30 | 113 |
Fundng target for terminated vested participants | 2023-09-30 | 2,997,255 |
Active participant vested funding target | 2023-09-30 | 434,054 |
Number of active participants | 2023-09-30 | 13 |
Total funding liabilities for active participants | 2023-09-30 | 434,054 |
Total participant count | 2023-09-30 | 155 |
Total funding target for all participants | 2023-09-30 | 6,218,854 |
Balance at beginning of prior year after applicable adjustments | 2023-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-09-30 | 32,016 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-09-30 | 28,986 |
Amount remaining of carryover balance | 2023-09-30 | 0 |
Amount remaining of prefunding balance | 2023-09-30 | 3,030 |
Present value of excess contributions | 2023-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-09-30 | 0 |
Balance of carryovers at beginning of current year | 2023-09-30 | 0 |
Balance of prefunding at beginning of current year | 2023-09-30 | 2,484 |
Total employer contributions | 2023-09-30 | 220,722 |
Total employee contributions | 2023-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-09-30 | 214,752 |
Liquidity shortfalls end of Q1 | 2023-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2023-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2023-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2023-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2023-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2023-09-30 | 120,000 |
Net shortfall amortization installment of oustanding balance | 2023-09-30 | 1,024,798 |
Waiver amortization installment | 2023-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-09-30 | 214,703 |
Carryover balance elected to use to offset funding requirement | 2023-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-09-30 | 0 |
Additional cash requirement | 2023-09-30 | 214,703 |
Contributions allocatedtoward minimum required contributions for current year | 2023-09-30 | 214,752 |
Unpaid minimum required contributions for current year | 2023-09-30 | 0 |
Unpaid minimum required contributions for all years | 2023-09-30 | 0 |
2022: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-10-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 12 |
Number of retired or separated participants receiving benefits | 2022-10-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 106 |
Total of all active and inactive participants | 2022-10-01 | 144 |
Total participants | 2022-10-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-10-01 | 0 |
Market value of plan assets | 2022-09-30 | 6,118,949 |
Acturial value of plan assets | 2022-09-30 | 5,770,119 |
Funding target for retired participants and beneficiaries receiving payment | 2022-09-30 | 2,867,136 |
Number of terminated vested participants | 2022-09-30 | 119 |
Fundng target for terminated vested participants | 2022-09-30 | 2,924,164 |
Active participant vested funding target | 2022-09-30 | 396,733 |
Number of active participants | 2022-09-30 | 13 |
Total funding liabilities for active participants | 2022-09-30 | 396,733 |
Total participant count | 2022-09-30 | 161 |
Total funding target for all participants | 2022-09-30 | 6,188,033 |
Balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-09-30 | 60 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-09-30 | 0 |
Amount remaining of carryover balance | 2022-09-30 | 0 |
Amount remaining of prefunding balance | 2022-09-30 | 60 |
Present value of excess contributions | 2022-09-30 | 30,210 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-09-30 | 31,947 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-09-30 | 31,947 |
Reductions in caryover balances due to elections or deemed elections | 2022-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-09-30 | 0 |
Balance of carryovers at beginning of current year | 2022-09-30 | 0 |
Balance of prefunding at beginning of current year | 2022-09-30 | 32,016 |
Total employer contributions | 2022-09-30 | 284,502 |
Total employee contributions | 2022-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-09-30 | 267,321 |
Liquidity shortfalls end of Q1 | 2022-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2022-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2022-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2022-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-09-30 | 120,000 |
Net shortfall amortization installment of oustanding balance | 2022-09-30 | 449,930 |
Waiver amortization installment | 2022-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-09-30 | 296,307 |
Carryover balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-09-30 | 28,986 |
Additional cash requirement | 2022-09-30 | 267,321 |
Contributions allocatedtoward minimum required contributions for current year | 2022-09-30 | 267,321 |
Unpaid minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for all years | 2022-09-30 | 0 |
2021: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-10-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 12 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 113 |
Total of all active and inactive participants | 2021-10-01 | 151 |
Total participants | 2021-10-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 0 |
Market value of plan assets | 2021-09-30 | 5,340,268 |
Acturial value of plan assets | 2021-09-30 | 5,407,635 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-30 | 2,999,300 |
Number of terminated vested participants | 2021-09-30 | 121 |
Fundng target for terminated vested participants | 2021-09-30 | 2,742,759 |
Active participant vested funding target | 2021-09-30 | 511,282 |
Number of active participants | 2021-09-30 | 14 |
Total funding liabilities for active participants | 2021-09-30 | 511,282 |
Total participant count | 2021-09-30 | 163 |
Total funding target for all participants | 2021-09-30 | 6,253,341 |
Balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-30 | 126,252 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-30 | 126,196 |
Amount remaining of carryover balance | 2021-09-30 | 0 |
Amount remaining of prefunding balance | 2021-09-30 | 56 |
Present value of excess contributions | 2021-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-30 | 0 |
Balance of carryovers at beginning of current year | 2021-09-30 | 0 |
Balance of prefunding at beginning of current year | 2021-09-30 | 60 |
Total employer contributions | 2021-09-30 | 317,244 |
Total employee contributions | 2021-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-30 | 304,604 |
Liquidity shortfalls end of Q1 | 2021-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-30 | 110,000 |
Net shortfall amortization installment of oustanding balance | 2021-09-30 | 845,766 |
Waiver amortization installment | 2021-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-30 | 274,394 |
Carryover balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Additional cash requirement | 2021-09-30 | 274,394 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-30 | 304,604 |
Unpaid minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for all years | 2021-09-30 | 0 |
2020: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-10-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 12 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 119 |
Total of all active and inactive participants | 2020-10-01 | 154 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 3 |
Total participants | 2020-10-01 | 157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
Market value of plan assets | 2020-09-30 | 5,378,241 |
Acturial value of plan assets | 2020-09-30 | 5,504,046 |
Funding target for retired participants and beneficiaries receiving payment | 2020-09-30 | 3,077,933 |
Number of terminated vested participants | 2020-09-30 | 126 |
Fundng target for terminated vested participants | 2020-09-30 | 2,851,752 |
Active participant vested funding target | 2020-09-30 | 548,893 |
Number of active participants | 2020-09-30 | 15 |
Total funding liabilities for active participants | 2020-09-30 | 548,893 |
Total participant count | 2020-09-30 | 165 |
Total funding target for all participants | 2020-09-30 | 6,478,578 |
Balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-09-30 | 115,186 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-09-30 | 0 |
Amount remaining of carryover balance | 2020-09-30 | 0 |
Amount remaining of prefunding balance | 2020-09-30 | 115,186 |
Present value of excess contributions | 2020-09-30 | 7,424 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-09-30 | 7,852 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-09-30 | 7,852 |
Reductions in caryover balances due to elections or deemed elections | 2020-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-09-30 | 0 |
Balance of carryovers at beginning of current year | 2020-09-30 | 0 |
Balance of prefunding at beginning of current year | 2020-09-30 | 126,252 |
Total employer contributions | 2020-09-30 | 203,021 |
Total employee contributions | 2020-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-09-30 | 192,588 |
Liquidity shortfalls end of Q1 | 2020-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-09-30 | 100,000 |
Net shortfall amortization installment of oustanding balance | 2020-09-30 | 1,100,784 |
Waiver amortization installment | 2020-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-09-30 | 318,784 |
Carryover balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-09-30 | 126,196 |
Additional cash requirement | 2020-09-30 | 192,588 |
Contributions allocatedtoward minimum required contributions for current year | 2020-09-30 | 192,588 |
Unpaid minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for all years | 2020-09-30 | 0 |
2019: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-10-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 13 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 25 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 121 |
Total of all active and inactive participants | 2019-10-01 | 159 |
Total participants | 2019-10-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
Market value of plan assets | 2019-09-30 | 5,583,484 |
Acturial value of plan assets | 2019-09-30 | 5,552,776 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 2,796,751 |
Number of terminated vested participants | 2019-09-30 | 130 |
Fundng target for terminated vested participants | 2019-09-30 | 2,910,788 |
Active participant vested funding target | 2019-09-30 | 533,611 |
Number of active participants | 2019-09-30 | 17 |
Total funding liabilities for active participants | 2019-09-30 | 533,611 |
Total participant count | 2019-09-30 | 174 |
Total funding target for all participants | 2019-09-30 | 6,241,150 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 343,841 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
Amount remaining of carryover balance | 2019-09-30 | 0 |
Amount remaining of prefunding balance | 2019-09-30 | 343,841 |
Present value of excess contributions | 2019-09-30 | 15,209 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 16,114 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 16,114 |
Reductions in caryover balances due to elections or deemed elections | 2019-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 264,505 |
Balance of carryovers at beginning of current year | 2019-09-30 | 0 |
Balance of prefunding at beginning of current year | 2019-09-30 | 115,186 |
Total employer contributions | 2019-09-30 | 118,715 |
Total employee contributions | 2019-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 114,608 |
Liquidity shortfalls end of Q1 | 2019-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 90,000 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 803,560 |
Waiver amortization installment | 2019-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 107,184 |
Carryover balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Additional cash requirement | 2019-09-30 | 107,184 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 114,608 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
2018: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 14 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 126 |
Total of all active and inactive participants | 2018-10-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 6 |
Total participants | 2018-10-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
Market value of plan assets | 2018-09-30 | 5,549,152 |
Acturial value of plan assets | 2018-09-30 | 5,431,236 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 2,826,978 |
Number of terminated vested participants | 2018-09-30 | 133 |
Fundng target for terminated vested participants | 2018-09-30 | 2,574,901 |
Active participant vested funding target | 2018-09-30 | 527,803 |
Number of active participants | 2018-09-30 | 18 |
Total funding liabilities for active participants | 2018-09-30 | 527,803 |
Total participant count | 2018-09-30 | 179 |
Total funding target for all participants | 2018-09-30 | 5,929,682 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 117,231 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 562,663 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 0 |
Amount remaining of carryover balance | 2018-09-30 | 117,231 |
Amount remaining of prefunding balance | 2018-09-30 | 562,663 |
Present value of excess contributions | 2018-09-30 | 18,187 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 19,304 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 19,304 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 128,051 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 290,060 |
Balance of carryovers at beginning of current year | 2018-09-30 | 0 |
Balance of prefunding at beginning of current year | 2018-09-30 | 343,841 |
Total employer contributions | 2018-09-30 | 136,985 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 132,722 |
Liquidity shortfalls end of Q1 | 2018-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 90,000 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 842,287 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 117,513 |
Carryover balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Additional cash requirement | 2018-09-30 | 117,513 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 132,722 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 16 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 130 |
Total of all active and inactive participants | 2017-10-01 | 166 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 3 |
Total participants | 2017-10-01 | 169 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
Market value of plan assets | 2017-09-30 | 5,462,772 |
Acturial value of plan assets | 2017-09-30 | 5,580,809 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 2,620,947 |
Number of terminated vested participants | 2017-09-30 | 143 |
Fundng target for terminated vested participants | 2017-09-30 | 2,698,057 |
Active participant vested funding target | 2017-09-30 | 553,296 |
Number of active participants | 2017-09-30 | 20 |
Total funding liabilities for active participants | 2017-09-30 | 553,296 |
Total participant count | 2017-09-30 | 187 |
Total funding target for all participants | 2017-09-30 | 5,872,300 |
Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 200,935 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 522,193 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 31 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 0 |
Amount remaining of carryover balance | 2017-09-30 | 200,904 |
Amount remaining of prefunding balance | 2017-09-30 | 522,193 |
Present value of excess contributions | 2017-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-30 | 99,243 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-30 | 0 |
Balance of carryovers at beginning of current year | 2017-09-30 | 117,231 |
Balance of prefunding at beginning of current year | 2017-09-30 | 562,663 |
Total employer contributions | 2017-09-30 | 166,100 |
Total employee contributions | 2017-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 159,409 |
Liquidity shortfalls end of Q1 | 2017-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-30 | 90,000 |
Net shortfall amortization installment of oustanding balance | 2017-09-30 | 971,385 |
Waiver amortization installment | 2017-09-30 | 0 |
Waived amount of outstanding balance | 2017-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 141,222 |
Carryover balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Additional cash requirement | 2017-09-30 | 141,222 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 159,409 |
Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for all years | 2017-09-30 | 0 |
2016: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 16 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 134 |
Total of all active and inactive participants | 2016-10-01 | 171 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 3 |
Total participants | 2016-10-01 | 174 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
2015: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-10-01 | 190 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 19 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 143 |
Total of all active and inactive participants | 2015-10-01 | 179 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 3 |
Total participants | 2015-10-01 | 182 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
2014: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-10-01 | 207 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 27 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 145 |
Total of all active and inactive participants | 2014-10-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 3 |
Total participants | 2014-10-01 | 190 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-10-01 | 224 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 38 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 151 |
Total of all active and inactive participants | 2013-10-01 | 202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 5 |
Total participants | 2013-10-01 | 207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-10-01 | 234 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 48 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 157 |
Total of all active and inactive participants | 2012-10-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 9 |
Total participants | 2012-10-01 | 224 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-10-01 | 274 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 62 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 154 |
Total of all active and inactive participants | 2011-10-01 | 229 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 5 |
Total participants | 2011-10-01 | 234 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2009: JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-10-01 | 297 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 71 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 195 |
Total of all active and inactive participants | 2009-10-01 | 280 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 4 |
Total participants | 2009-10-01 | 284 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
Measure | Date | Value |
---|
2023 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2023 401k financial data |
---|
Total transfer of assets to this plan | 2023-09-30 | $0 |
Total income from all sources (including contributions) | 2023-09-30 | $856,710 |
Total loss/gain on sale of assets | 2023-09-30 | $0 |
Total of all expenses incurred | 2023-09-30 | $796,583 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-09-30 | $689,763 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-09-30 | $220,722 |
Value of total assets at end of year | 2023-09-30 | $4,784,255 |
Value of total assets at beginning of year | 2023-09-30 | $4,724,128 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-09-30 | $106,820 |
Total interest from all sources | 2023-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-09-30 | $128,833 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-09-30 | $128,833 |
Administrative expenses professional fees incurred | 2023-09-30 | $15,724 |
Was this plan covered by a fidelity bond | 2023-09-30 | Yes |
Value of fidelity bond cover | 2023-09-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-09-30 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-09-30 | $10,367 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-09-30 | $10,986 |
Administrative expenses (other) incurred | 2023-09-30 | $91,096 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-30 | No |
Income. Non cash contributions | 2023-09-30 | $0 |
Value of net income/loss | 2023-09-30 | $60,127 |
Value of net assets at end of year (total assets less liabilities) | 2023-09-30 | $4,784,255 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-09-30 | $4,724,128 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-09-30 | No |
Investment advisory and management fees | 2023-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-09-30 | $4,600,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-09-30 | $4,527,029 |
Interest earned on other investments | 2023-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2023-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-09-30 | $146,202 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-09-30 | $186,113 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-09-30 | $186,113 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-09-30 | $507,155 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-09-30 | No |
Contributions received in cash from employer | 2023-09-30 | $220,722 |
Employer contributions (assets) at end of year | 2023-09-30 | $27,595 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-09-30 | $689,763 |
Did the plan have assets held for investment | 2023-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-09-30 | No |
Aggregate carrying amount (costs) on sale of assets | 2023-09-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2023-09-30 | Unqualified |
Accountancy firm name | 2023-09-30 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2023-09-30 | 301413443 |
2022 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2022 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $14,649 |
Total income from all sources (including contributions) | 2022-09-30 | $-659,333 |
Total of all expenses incurred | 2022-09-30 | $735,837 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $613,364 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $284,502 |
Value of total assets at end of year | 2022-09-30 | $4,724,128 |
Value of total assets at beginning of year | 2022-09-30 | $6,133,947 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $122,473 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $148,049 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-09-30 | $148,049 |
Administrative expenses professional fees incurred | 2022-09-30 | $17,597 |
Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
Value of fidelity bond cover | 2022-09-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-09-30 | $10,986 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-09-30 | $8,448 |
Administrative expenses (other) incurred | 2022-09-30 | $104,876 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Value of net income/loss | 2022-09-30 | $-1,395,170 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $4,724,128 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $6,119,298 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $4,527,029 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $5,893,092 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-09-30 | $186,113 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-09-30 | $120,846 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-09-30 | $120,846 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $-1,091,884 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Contributions received in cash from employer | 2022-09-30 | $284,502 |
Employer contributions (assets) at beginning of year | 2022-09-30 | $111,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $613,364 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-09-30 | $14,649 |
Did the plan have assets held for investment | 2022-09-30 | 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 | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
Accountancy firm name | 2022-09-30 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2022-09-30 | 390859910 |
2021 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2021 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $14,649 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $26,474 |
Total income from all sources (including contributions) | 2021-09-30 | $1,242,001 |
Total of all expenses incurred | 2021-09-30 | $464,682 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $343,919 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $317,244 |
Value of total assets at end of year | 2021-09-30 | $6,133,947 |
Value of total assets at beginning of year | 2021-09-30 | $5,368,453 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $120,763 |
Total interest from all sources | 2021-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $131,673 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-09-30 | $131,673 |
Administrative expenses professional fees incurred | 2021-09-30 | $18,367 |
Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
Value of fidelity bond cover | 2021-09-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-09-30 | $8,448 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-09-30 | $8,820 |
Administrative expenses (other) incurred | 2021-09-30 | $102,396 |
Liabilities. Value of operating payables at beginning of year | 2021-09-30 | $11,825 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Value of net income/loss | 2021-09-30 | $777,319 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $6,119,298 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $5,341,979 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-30 | $5,893,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-30 | $5,237,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-09-30 | $120,846 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-30 | $793,084 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Contributions received in cash from employer | 2021-09-30 | $317,244 |
Employer contributions (assets) at end of year | 2021-09-30 | $111,561 |
Employer contributions (assets) at beginning of year | 2021-09-30 | $122,633 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $343,919 |
Liabilities. Value of benefit claims payable at end of year | 2021-09-30 | $14,649 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-09-30 | $14,649 |
Did the plan have assets held for investment | 2021-09-30 | 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 | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Disclaimer |
Accountancy firm name | 2021-09-30 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2021-09-30 | 390859910 |
2020 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2020 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $26,474 |
Total income from all sources (including contributions) | 2020-09-30 | $726,345 |
Total of all expenses incurred | 2020-09-30 | $762,682 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $644,376 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $203,021 |
Value of total assets at end of year | 2020-09-30 | $5,368,453 |
Value of total assets at beginning of year | 2020-09-30 | $5,378,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $118,306 |
Total interest from all sources | 2020-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $122,656 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-09-30 | $122,656 |
Administrative expenses professional fees incurred | 2020-09-30 | $16,462 |
Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
Value of fidelity bond cover | 2020-09-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-09-30 | $8,820 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-09-30 | $2,187 |
Administrative expenses (other) incurred | 2020-09-30 | $101,844 |
Liabilities. Value of operating payables at end of year | 2020-09-30 | $11,825 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Value of net income/loss | 2020-09-30 | $-36,337 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $5,341,979 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $5,378,316 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-09-30 | $5,237,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-09-30 | $5,265,002 |
Income. Interest from US Government securities | 2020-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-09-30 | $82,162 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-09-30 | $82,162 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-09-30 | $400,668 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
Contributions received in cash from employer | 2020-09-30 | $203,021 |
Employer contributions (assets) at end of year | 2020-09-30 | $122,633 |
Employer contributions (assets) at beginning of year | 2020-09-30 | $28,965 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $644,376 |
Liabilities. Value of benefit claims payable at end of year | 2020-09-30 | $14,649 |
Did the plan have assets held for investment | 2020-09-30 | 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 | 2020-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Disclaimer |
Accountancy firm name | 2020-09-30 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2020-09-30 | 390859910 |
2019 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2019 401k financial data |
---|
Total income from all sources (including contributions) | 2019-09-30 | $364,388 |
Total of all expenses incurred | 2019-09-30 | $569,556 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $475,606 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $118,715 |
Value of total assets at end of year | 2019-09-30 | $5,378,316 |
Value of total assets at beginning of year | 2019-09-30 | $5,583,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $93,950 |
Total interest from all sources | 2019-09-30 | $2,041 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $135,119 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-09-30 | $135,119 |
Administrative expenses professional fees incurred | 2019-09-30 | $16,616 |
Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
Value of fidelity bond cover | 2019-09-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-09-30 | $2,187 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-30 | $12,684 |
Administrative expenses (other) incurred | 2019-09-30 | $77,334 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Value of net income/loss | 2019-09-30 | $-205,168 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $5,378,316 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $5,583,484 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-09-30 | $5,265,002 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-30 | $5,460,714 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-09-30 | $82,162 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-09-30 | $110,086 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-09-30 | $110,086 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-09-30 | $2,041 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-09-30 | $108,513 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Contributions received in cash from employer | 2019-09-30 | $118,715 |
Employer contributions (assets) at end of year | 2019-09-30 | $28,965 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $475,606 |
Did the plan have assets held for investment | 2019-09-30 | 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 | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Disclaimer |
Accountancy firm name | 2019-09-30 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2019-09-30 | 390859910 |
2018 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2018 401k financial data |
---|
Total income from all sources (including contributions) | 2018-09-30 | $545,770 |
Total of all expenses incurred | 2018-09-30 | $511,520 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $413,431 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $136,985 |
Value of total assets at end of year | 2018-09-30 | $5,583,484 |
Value of total assets at beginning of year | 2018-09-30 | $5,549,234 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $98,089 |
Total interest from all sources | 2018-09-30 | $1,954 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $128,463 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-09-30 | $128,463 |
Administrative expenses professional fees incurred | 2018-09-30 | $17,369 |
Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
Value of fidelity bond cover | 2018-09-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-09-30 | $12,684 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-09-30 | $14,148 |
Administrative expenses (other) incurred | 2018-09-30 | $80,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Value of net income/loss | 2018-09-30 | $34,250 |
Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $5,583,484 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $5,549,234 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-09-30 | $5,460,714 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-09-30 | $5,359,364 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-09-30 | $110,086 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-09-30 | $134,197 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-09-30 | $134,197 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-09-30 | $1,954 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-09-30 | $278,368 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
Contributions received in cash from employer | 2018-09-30 | $136,985 |
Employer contributions (assets) at beginning of year | 2018-09-30 | $41,525 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $413,431 |
Did the plan have assets held for investment | 2018-09-30 | 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 | 2018-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Disclaimer |
Accountancy firm name | 2018-09-30 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-09-30 | 390859910 |
2017 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-09-30 | $751,224 |
Total of all expenses incurred | 2017-09-30 | $664,763 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $562,665 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $166,100 |
Value of total assets at end of year | 2017-09-30 | $5,549,234 |
Value of total assets at beginning of year | 2017-09-30 | $5,462,773 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $102,098 |
Total interest from all sources | 2017-09-30 | $549 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $146,039 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-09-30 | $146,039 |
Administrative expenses professional fees incurred | 2017-09-30 | $17,070 |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-09-30 | $14,148 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-09-30 | $10,268 |
Administrative expenses (other) incurred | 2017-09-30 | $85,028 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $86,461 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $5,549,234 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $5,462,773 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $5,359,364 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $5,421,560 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-09-30 | $134,197 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-09-30 | $30,945 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-09-30 | $30,945 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-09-30 | $549 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-09-30 | $438,536 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Contributions received in cash from employer | 2017-09-30 | $166,100 |
Employer contributions (assets) at end of year | 2017-09-30 | $41,525 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $562,665 |
Did the plan have assets held for investment | 2017-09-30 | 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 | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Disclaimer |
Accountancy firm name | 2017-09-30 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2017-09-30 | 390859910 |
2016 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-09-30 | $639,698 |
Total of all expenses incurred | 2016-09-30 | $546,669 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $452,227 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $136,973 |
Value of total assets at end of year | 2016-09-30 | $5,462,773 |
Value of total assets at beginning of year | 2016-09-30 | $5,369,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $94,442 |
Total interest from all sources | 2016-09-30 | $154 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Administrative expenses professional fees incurred | 2016-09-30 | $39,812 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-09-30 | $10,268 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-09-30 | $14,547 |
Administrative expenses (other) incurred | 2016-09-30 | $54,630 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $93,029 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $5,462,773 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $5,369,744 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $5,421,560 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $5,199,758 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-09-30 | $30,945 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-09-30 | $155,439 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-09-30 | $155,439 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-09-30 | $154 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $502,571 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Contributions received in cash from employer | 2016-09-30 | $136,973 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $452,227 |
Did the plan have assets held for investment | 2016-09-30 | 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 | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Disclaimer |
Accountancy firm name | 2016-09-30 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2016-09-30 | 390859910 |
2015 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-09-30 | $424,928 |
Total of all expenses incurred | 2015-09-30 | $1,152,966 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $1,074,258 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $438,640 |
Value of total assets at end of year | 2015-09-30 | $5,369,744 |
Value of total assets at beginning of year | 2015-09-30 | $6,097,782 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $78,708 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $129,316 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-09-30 | $129,316 |
Administrative expenses professional fees incurred | 2015-09-30 | $42,791 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-09-30 | $14,547 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-09-30 | $3,428 |
Administrative expenses (other) incurred | 2015-09-30 | $35,917 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $-728,038 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $5,369,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $6,097,782 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $5,199,758 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $5,896,296 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-09-30 | $155,439 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-09-30 | $88,398 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-09-30 | $88,398 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-143,028 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $438,640 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $109,660 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $1,074,258 |
Did the plan have assets held for investment | 2015-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Disclaimer |
Accountancy firm name | 2015-09-30 | UHY, LLP |
Accountancy firm EIN | 2015-09-30 | 200694403 |
2014 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-09-30 | $977,091 |
Total of all expenses incurred | 2014-09-30 | $744,601 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $669,756 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $438,640 |
Value of total assets at end of year | 2014-09-30 | $6,097,782 |
Value of total assets at beginning of year | 2014-09-30 | $5,865,292 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $74,845 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $131,893 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-09-30 | $131,893 |
Administrative expenses professional fees incurred | 2014-09-30 | $50,425 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-30 | $3,428 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-30 | $3,512 |
Administrative expenses (other) incurred | 2014-09-30 | $24,420 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $232,490 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $6,097,782 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $5,865,292 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $5,896,296 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $5,709,619 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-09-30 | $88,398 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-09-30 | $152,161 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-09-30 | $152,161 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $406,558 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $438,640 |
Employer contributions (assets) at end of year | 2014-09-30 | $109,660 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $669,756 |
Did the plan have assets held for investment | 2014-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | UHY, LLP |
Accountancy firm EIN | 2014-09-30 | 200694403 |
2013 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-09-30 | $1,088,293 |
Total of all expenses incurred | 2013-09-30 | $585,941 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $505,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $438,640 |
Value of total assets at end of year | 2013-09-30 | $5,865,292 |
Value of total assets at beginning of year | 2013-09-30 | $5,362,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $80,006 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $160,680 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $160,680 |
Administrative expenses professional fees incurred | 2013-09-30 | $42,039 |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-09-30 | $3,512 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-09-30 | $14,657 |
Administrative expenses (other) incurred | 2013-09-30 | $37,967 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $502,352 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $5,865,292 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $5,362,940 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $5,709,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $5,142,504 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-09-30 | $152,161 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-09-30 | $205,779 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-09-30 | $205,779 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $488,973 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $438,640 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $505,935 |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
Accountancy firm name | 2013-09-30 | UHY, LLP |
Accountancy firm EIN | 2013-09-30 | 200694403 |
2012 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-09-30 | $1,235,416 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $630,654 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $614,616 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $438,640 |
Value of total assets at end of year | 2012-09-30 | $5,362,940 |
Value of total assets at beginning of year | 2012-09-30 | $4,758,178 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $16,038 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $133,424 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $133,424 |
Administrative expenses professional fees incurred | 2012-09-30 | $16,038 |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-09-30 | $14,657 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-09-30 | $6,265 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $604,762 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $5,362,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $4,758,178 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $5,142,504 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $4,663,842 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-09-30 | $205,779 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-09-30 | $88,071 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-09-30 | $88,071 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $663,352 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $438,640 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $614,616 |
Did the plan have assets held for investment | 2012-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Aggregate proceeds on sale of assets | 2012-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Disclaimer |
Accountancy firm name | 2012-09-30 | UHY ADVISORS, LLC |
Accountancy firm EIN | 2012-09-30 | 200694403 |
2011 : JUDSON CENTER DEFINED BENEFIT PENSION PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total income from all sources (including contributions) | 2011-09-30 | $327,247 |
Total loss/gain on sale of assets | 2011-09-30 | $0 |
Total of all expenses incurred | 2011-09-30 | $499,803 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $483,672 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $266,418 |
Value of total assets at end of year | 2011-09-30 | $4,758,178 |
Value of total assets at beginning of year | 2011-09-30 | $4,930,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $16,131 |
Total interest from all sources | 2011-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $145,205 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-09-30 | $145,205 |
Administrative expenses professional fees incurred | 2011-09-30 | $16,131 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-09-30 | $6,265 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-09-30 | $5,183 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $-172,556 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $4,758,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $4,930,734 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $4,663,842 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $4,823,571 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-09-30 | $88,071 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-09-30 | $101,980 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-09-30 | $101,980 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $-84,376 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Contributions received in cash from employer | 2011-09-30 | $266,418 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $483,672 |
Did the plan have assets held for investment | 2011-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
Accountancy firm name | 2011-09-30 | UHY LLP |
Accountancy firm EIN | 2011-09-30 | 200694403 |