BEVARA, INC. has sponsored the creation of one or more 401k plans.
Additional information about BEVARA, INC.
| Measure | Date | Value |
|---|
| 2023 : BEVARA 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,301,624 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $666,205 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $621,699 |
| Value of total corrective distributions | 2023-12-31 | $8,187 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $765,460 |
| Value of total assets at end of year | 2023-12-31 | $3,745,872 |
| Value of total assets at beginning of year | 2023-12-31 | $3,110,453 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $36,319 |
| Total interest from all sources | 2023-12-31 | $930 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $8,645 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $8,645 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $618,993 |
| Participant contributions at beginning of year | 2023-12-31 | $19,532 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $635,419 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $3,745,872 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,110,453 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $564,047 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $413,237 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $3,138,707 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $2,627,494 |
| Interest earned on other investments | 2023-12-31 | $930 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $43,118 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $45,436 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $79,339 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $447,250 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $146,467 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $4,754 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $621,699 |
| Contract administrator fees | 2023-12-31 | $36,319 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2023-12-31 | 301413443 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,301,624 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $666,205 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $621,699 |
| Value of total corrective distributions | 2023-01-01 | $8,187 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $765,460 |
| Value of total assets at end of year | 2023-01-01 | $3,745,872 |
| Value of total assets at beginning of year | 2023-01-01 | $3,110,453 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $36,319 |
| Total interest from all sources | 2023-01-01 | $930 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $8,645 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $8,645 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $618,993 |
| Participant contributions at beginning of year | 2023-01-01 | $19,532 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $635,419 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $3,745,872 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $3,110,453 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $564,047 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $413,237 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $3,138,707 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $2,627,494 |
| Interest earned on other investments | 2023-01-01 | $930 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $43,118 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $45,436 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $79,339 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $447,250 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $146,467 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $4,754 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $621,699 |
| Contract administrator fees | 2023-01-01 | $36,319 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2023-01-01 | 301413443 |
| 2022 : BEVARA 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $931,033 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $144,680 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $116,292 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,372,643 |
| Value of total assets at end of year | 2022-12-31 | $3,110,453 |
| Value of total assets at beginning of year | 2022-12-31 | $2,324,100 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $28,388 |
| Total interest from all sources | 2022-12-31 | $675 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $5,480 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $5,480 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $517,334 |
| Participant contributions at end of year | 2022-12-31 | $19,532 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $731,855 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $786,353 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,110,453 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,324,100 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $413,237 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $664,917 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $2,627,494 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,632,808 |
| Interest earned on other investments | 2022-12-31 | $675 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $45,436 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $26,375 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-119,309 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-328,456 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $123,454 |
| Employer contributions (assets) at end of year | 2022-12-31 | $4,754 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $116,292 |
| Contract administrator fees | 2022-12-31 | $28,388 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-12-31 | 390859910 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $931,033 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $144,680 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $116,292 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,372,643 |
| Value of total assets at end of year | 2022-01-01 | $3,110,453 |
| Value of total assets at beginning of year | 2022-01-01 | $2,324,100 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $28,388 |
| Total interest from all sources | 2022-01-01 | $675 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $5,480 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $5,480 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $517,334 |
| Participant contributions at end of year | 2022-01-01 | $19,532 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $731,855 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $786,353 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $3,110,453 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,324,100 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $413,237 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $664,917 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $2,627,494 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $1,632,808 |
| Interest earned on other investments | 2022-01-01 | $675 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $45,436 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $26,375 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-119,309 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-328,456 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $123,454 |
| Employer contributions (assets) at end of year | 2022-01-01 | $4,754 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $116,292 |
| Contract administrator fees | 2022-01-01 | $28,388 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-01-01 | 390859910 |
| 2021 : BEVARA 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $2,083,571 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $443,921 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $203,392 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $192,955 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $377,031 |
| Value of total assets at end of year | 2021-12-31 | $2,324,100 |
| Value of total assets at beginning of year | 2021-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $10,437 |
| Total interest from all sources | 2021-12-31 | $134 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,996 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,996 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $219,625 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $106,940 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $1,195 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $240,529 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,324,100 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $664,917 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,632,808 |
| Interest earned on other investments | 2021-12-31 | $134 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $26,375 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $16,568 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $45,192 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $50,466 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $191,760 |
| Contract administrator fees | 2021-12-31 | $10,437 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2021-12-31 | 390859910 |
