PLANET TECHNOLOGIES INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : PLANET TECHNOLOGIES 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $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 | $499,417 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $768,740 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $713,636 |
Value of total corrective distributions | 2022-12-31 | $8,976 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,062,620 |
Value of total assets at end of year | 2022-12-31 | $13,118,405 |
Value of total assets at beginning of year | 2022-12-31 | $13,387,728 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $46,128 |
Total interest from all sources | 2022-12-31 | $-17,347 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $622,921 |
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 | $622,921 |
Administrative expenses professional fees incurred | 2022-12-31 | $1,935 |
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 | $2,516,556 |
Participant contributions at end of year | 2022-12-31 | $24,750 |
Participant contributions at beginning of year | 2022-12-31 | $18,251 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $274,242 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,240 |
Other income not declared elsewhere | 2022-12-31 | $-139,826 |
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 | $-269,323 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,118,405 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,387,728 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $11,066 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $12,539,567 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,600,839 |
Interest on participant loans | 2022-12-31 | $1,388 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $279,846 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $400,256 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $368,382 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $368,382 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $-18,735 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,030,419 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,468 |
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 | $542,824 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $713,636 |
Contract administrator fees | 2022-12-31 | $33,127 |
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 | FAW, CASSON & CO., LLP |
Accountancy firm EIN | 2022-12-31 | 520619968 |
2021 : PLANET TECHNOLOGIES 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 | $4,437,475 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $943,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $902,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,747,985 |
Value of total assets at end of year | 2021-12-31 | $13,387,728 |
Value of total assets at beginning of year | 2021-12-31 | $9,894,004 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $41,422 |
Total interest from all sources | 2021-12-31 | $15,522 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $631,373 |
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 | $631,373 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,959,628 |
Participant contributions at end of year | 2021-12-31 | $18,251 |
Participant contributions at beginning of year | 2021-12-31 | $63,800 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $365,128 |
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 | $3,493,724 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,387,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,894,004 |
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 | $12,600,839 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,614,049 |
Interest on participant loans | 2021-12-31 | $2,487 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $400,256 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $80,910 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $368,382 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $135,245 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $135,245 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $13,035 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,039,592 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $3,003 |
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 | Yes |
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 | $423,229 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $902,329 |
Contract administrator fees | 2021-12-31 | $41,422 |
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 | LANIGAN RYAN, P.C. |
Accountancy firm EIN | 2021-12-31 | 521259972 |
2020 : PLANET TECHNOLOGIES 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,842,513 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $381,446 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $355,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,234,193 |
Value of total assets at end of year | 2020-12-31 | $9,894,004 |
Value of total assets at beginning of year | 2020-12-31 | $6,432,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $26,308 |
Total interest from all sources | 2020-12-31 | $21,808 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $328,093 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $328,093 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,338,221 |
Participant contributions at end of year | 2020-12-31 | $63,800 |
Participant contributions at beginning of year | 2020-12-31 | $47,131 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $579,571 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,461,067 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,894,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,432,937 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,614,049 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,360,946 |
Interest on participant loans | 2020-12-31 | $3,537 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $80,910 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $5,363 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $135,245 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $19,497 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $19,497 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $18,271 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,258,222 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $197 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $316,401 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $355,138 |
Contract administrator fees | 2020-12-31 | $26,308 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | LANIGAN RYAN, P.C. |
Accountancy firm EIN | 2020-12-31 | 521259972 |
2019 : PLANET TECHNOLOGIES 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,655,261 |
Total income from all sources (including contributions) | 2019-12-31 | $2,655,261 |
Total loss/gain on sale of assets | 2019-12-31 | $42,528 |
Total of all expenses incurred | 2019-12-31 | $158,261 |
Total of all expenses incurred | 2019-12-31 | $158,261 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $127,317 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $127,317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,491,208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,491,208 |
Value of total assets at end of year | 2019-12-31 | $6,432,937 |
Value of total assets at end of year | 2019-12-31 | $6,432,937 |
Value of total assets at beginning of year | 2019-12-31 | $3,935,937 |
Value of total assets at beginning of year | 2019-12-31 | $3,935,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $30,944 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $30,944 |
Total interest from all sources | 2019-12-31 | $3,063 |
Total interest from all sources | 2019-12-31 | $3,063 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $251,791 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $251,791 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $251,791 |
Administrative expenses professional fees incurred | 2019-12-31 | $29,687 |
Administrative expenses professional fees incurred | 2019-12-31 | $29,687 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,009,876 |
Contributions received from participants | 2019-12-31 | $1,009,876 |
Participant contributions at end of year | 2019-12-31 | $47,131 |
Participant contributions at end of year | 2019-12-31 | $47,131 |
Participant contributions at beginning of year | 2019-12-31 | $16,769 |
Participant contributions at beginning of year | 2019-12-31 | $16,769 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $397,613 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $397,613 |
Other income not declared elsewhere | 2019-12-31 | $-2,702 |
Other income not declared elsewhere | 2019-12-31 | $-2,702 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,497,000 |
Value of net income/loss | 2019-12-31 | $2,497,000 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,432,937 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,935,937 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,935,937 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $1,257 |
Investment advisory and management fees | 2019-12-31 | $1,257 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,360,946 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,360,946 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,881,876 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,881,876 |
Interest on participant loans | 2019-12-31 | $1,455 |
Interest earned on other investments | 2019-12-31 | $1,608 |
Interest earned on other investments | 2019-12-31 | $1,608 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,363 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,363 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $19,497 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $19,497 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $37,292 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $37,292 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $37,292 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $37,292 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $869,317 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $869,317 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $56 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $56 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $83,719 |
Contributions received in cash from employer | 2019-12-31 | $83,719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $127,317 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $127,317 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $1,311,832 |
Aggregate proceeds on sale of assets | 2019-12-31 | $1,311,832 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,269,304 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,269,304 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LANIGAN, RYAN, MALCOLM & DOYLE, PC |
Accountancy firm name | 2019-12-31 | LANIGAN, RYAN, MALCOLM & DOYLE, PC |
Accountancy firm EIN | 2019-12-31 | 521259972 |
Accountancy firm EIN | 2019-12-31 | 521259972 |
2018 : PLANET TECHNOLOGIES 401K PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $696,646 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $342,426 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $264,727 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $27,977 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,010,656 |
Value of total assets at end of year | 2018-12-31 | $3,935,937 |
Value of total assets at beginning of year | 2018-12-31 | $3,581,717 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $49,722 |
Total interest from all sources | 2018-12-31 | $555 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $128,682 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $128,682 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $860,559 |
Participant contributions at end of year | 2018-12-31 | $16,769 |
Participant contributions at beginning of year | 2018-12-31 | $37,051 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $150,097 |
Administrative expenses (other) incurred | 2018-12-31 | $929 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $354,220 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,935,937 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,581,717 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $31,399 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,881,876 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,507,772 |
Interest on participant loans | 2018-12-31 | $555 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $37,292 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $36,894 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $36,894 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-443,247 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $264,727 |
Contract administrator fees | 2018-12-31 | $17,394 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | LANIGAN, RYAN, MALCOLM & DOYLE, PC |
Accountancy firm EIN | 2018-12-31 | 521259972 |
2017 : PLANET TECHNOLOGIES 401K PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,134,708 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $401,650 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $361,563 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,505 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $610,528 |
Value of total assets at end of year | 2017-12-31 | $3,581,717 |
Value of total assets at beginning of year | 2017-12-31 | $2,848,659 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $38,582 |
Total interest from all sources | 2017-12-31 | $1,769 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $100,715 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $100,715 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $608,339 |
Participant contributions at end of year | 2017-12-31 | $37,051 |
Participant contributions at beginning of year | 2017-12-31 | $13,790 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,987 |
Other income not declared elsewhere | 2017-12-31 | $161 |
Administrative expenses (other) incurred | 2017-12-31 | $936 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $733,058 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,581,717 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,848,659 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $24,575 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,507,772 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,745,620 |
Interest on participant loans | 2017-12-31 | $1,769 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $36,894 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $89,249 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $89,249 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $421,535 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $202 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $361,563 |
Contract administrator fees | 2017-12-31 | $13,071 |
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 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LANIGAN, RYAN, MALCOLM & DOYLE, PC |
Accountancy firm EIN | 2017-12-31 | 521259972 |
2016 : PLANET TECHNOLOGIES 401K PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $765,329 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $589,390 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $521,574 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $34,441 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $549,578 |
Value of total assets at end of year | 2016-12-31 | $2,848,659 |
Value of total assets at beginning of year | 2016-12-31 | $2,672,720 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $33,375 |
Total interest from all sources | 2016-12-31 | $1,869 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $59,005 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $59,005 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $482,820 |
Participant contributions at end of year | 2016-12-31 | $13,790 |
Participant contributions at beginning of year | 2016-12-31 | $46,528 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $66,758 |
Administrative expenses (other) incurred | 2016-12-31 | $1,099 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $175,939 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,848,659 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,672,720 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $20,833 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,745,620 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,569,564 |
Interest on participant loans | 2016-12-31 | $1,869 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $89,249 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $56,628 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $56,628 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $154,877 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $521,574 |
Contract administrator fees | 2016-12-31 | $11,443 |
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 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2016-12-31 | 560574444 |
2015 : PLANET TECHNOLOGIES 401K PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $530,446 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $426,695 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $386,438 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $7,354 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $538,839 |
Value of total assets at end of year | 2015-12-31 | $2,672,720 |
Value of total assets at beginning of year | 2015-12-31 | $2,568,969 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $32,903 |
Total interest from all sources | 2015-12-31 | $3,051 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $74,773 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $74,773 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $521,172 |
Participant contributions at end of year | 2015-12-31 | $46,528 |
Participant contributions at beginning of year | 2015-12-31 | $62,009 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $17,667 |
Administrative expenses (other) incurred | 2015-12-31 | $2,124 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $103,751 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,672,720 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,568,969 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $30,779 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,569,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,470,246 |
Interest on participant loans | 2015-12-31 | $3,051 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $56,628 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $36,714 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $36,714 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-86,217 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $386,438 |
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 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CBIZ MHM, LLC |
Accountancy firm EIN | 2015-12-31 | 341862269 |
2014 : PLANET TECHNOLOGIES 401K PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $698,435 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $567,942 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $554,424 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $505,362 |
Value of total assets at end of year | 2014-12-31 | $2,568,969 |
Value of total assets at beginning of year | 2014-12-31 | $2,438,476 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $13,518 |
Total interest from all sources | 2014-12-31 | $3,370 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $54,735 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $54,735 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $429,438 |
Participant contributions at end of year | 2014-12-31 | $62,009 |
Participant contributions at beginning of year | 2014-12-31 | $83,638 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $75,924 |
Administrative expenses (other) incurred | 2014-12-31 | $13,518 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $130,493 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,568,969 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,438,476 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,470,246 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,165,941 |
Interest on participant loans | 2014-12-31 | $3,370 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $188,897 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $36,714 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $134,120 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $848 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $554,424 |
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 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CHERRY BEKAERT LLP |
Accountancy firm EIN | 2014-12-31 | 560574444 |
2013 : PLANET TECHNOLOGIES 401K PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $992,130 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $287,055 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $276,701 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $574,288 |
Value of total assets at end of year | 2013-12-31 | $2,438,476 |
Value of total assets at beginning of year | 2013-12-31 | $1,733,401 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,354 |
Total interest from all sources | 2013-12-31 | $3,386 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $41,083 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $41,083 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $174,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $354,822 |
Participant contributions at end of year | 2013-12-31 | $83,638 |
Participant contributions at beginning of year | 2013-12-31 | $52,519 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $219,466 |
Other income not declared elsewhere | 2013-12-31 | $339 |
Administrative expenses (other) incurred | 2013-12-31 | $10,354 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $705,075 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,438,476 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,733,401 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,165,941 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,286,442 |
Interest on participant loans | 2013-12-31 | $3,386 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $188,897 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $394,440 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $356,489 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $16,545 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $276,701 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2013-12-31 | 431947695 |
2012 : PLANET TECHNOLOGIES 401K PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $587,498 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $242,537 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $241,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $403,680 |
Value of total assets at end of year | 2012-12-31 | $1,733,401 |
Value of total assets at beginning of year | 2012-12-31 | $1,388,440 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $825 |
Total interest from all sources | 2012-12-31 | $2,871 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $36,049 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $36,049 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $139,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $357,725 |
Participant contributions at end of year | 2012-12-31 | $52,519 |
Participant contributions at beginning of year | 2012-12-31 | $66,670 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $45,955 |
Administrative expenses (other) incurred | 2012-12-31 | $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 | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $344,961 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,733,401 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,388,440 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,286,442 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $988,588 |
Interest on participant loans | 2012-12-31 | $2,871 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $394,440 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $333,182 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $117,938 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $26,960 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $241,712 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2012-12-31 | 431947695 |
2009 : PLANET TECHNOLOGIES 401K PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |