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MERGON CORPORATION 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameMERGON CORPORATION 401(K) RETIREMENT PLAN
Plan identification number 001

MERGON CORPORATION 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MERGON CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MERGON CORPORATION
Employer identification number (EIN):571063765
NAIC Classification:326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERGON CORPORATION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOANNE WATTS
0012016-01-01JOANNE WATTS
0012015-01-01JOANNE WATTS
0012014-01-01JOANNE WATTS
0012013-01-01JOANNE WATTS
0012012-01-01JOANNE WATTS
0012011-01-01JOANNE WATTS2012-07-30
0012010-01-01JEFFREY STRINGER2011-06-30
0012009-01-01PAUL WARNER

Plan Statistics for MERGON CORPORATION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MERGON CORPORATION 401(K) RETIREMENT PLAN

Measure Date Value
2022: MERGON CORPORATION 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01234
Total number of active participants reported on line 7a of the Form 55002022-01-01241
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01274
Number of participants with account balances2022-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: MERGON CORPORATION 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01239
Total number of active participants reported on line 7a of the Form 55002021-01-01202
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01231
Number of participants with account balances2021-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: MERGON CORPORATION 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01232
Number of participants with account balances2020-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: MERGON CORPORATION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01191
Total number of active participants reported on line 7a of the Form 55002019-01-01190
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01217
Number of participants with account balances2019-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: MERGON CORPORATION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01196
Total number of active participants reported on line 7a of the Form 55002018-01-01156
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01178
Number of participants with account balances2018-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: MERGON CORPORATION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01188
Total number of active participants reported on line 7a of the Form 55002017-01-01157
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01178
Number of participants with account balances2017-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: MERGON CORPORATION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01157
Total number of active participants reported on line 7a of the Form 55002016-01-01161
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01182
Number of participants with account balances2016-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: MERGON CORPORATION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01128
Total number of active participants reported on line 7a of the Form 55002015-01-01136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01152
Number of participants with account balances2015-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: MERGON CORPORATION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01122
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01127
Number of participants with account balances2014-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: MERGON CORPORATION 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-01102
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01119
Number of participants with account balances2013-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: MERGON CORPORATION 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01136
Total number of active participants reported on line 7a of the Form 55002012-01-01108
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01124
Number of participants with account balances2012-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2009: MERGON CORPORATION 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0195
Total number of active participants reported on line 7a of the Form 55002009-01-0184
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0193
Number of participants with account balances2009-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on MERGON CORPORATION 401(K) RETIREMENT PLAN

Measure Date Value
2022 : MERGON CORPORATION 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-198,106
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$513,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$466,853
Expenses. Certain deemed distributions of participant loans2022-12-31$31,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$541,592
Value of total assets at end of year2022-12-31$3,657,098
Value of total assets at beginning of year2022-12-31$4,355,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,169
Total interest from all sources2022-12-31$8,960
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$185,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$185,610
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$436,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$401,118
Participant contributions at end of year2022-12-31$119,425
Participant contributions at beginning of year2022-12-31$159,624
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$13,017
Other income not declared elsewhere2022-12-31$69
Administrative expenses (other) incurred2022-12-31$15,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-711,385
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,644,081
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,355,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,035,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,027,092
Interest on participant loans2022-12-31$8,960
Value of interest in common/collective trusts at end of year2022-12-31$502,547
Value of interest in common/collective trusts at beginning of year2022-12-31$168,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-937,185
Net investment gain or loss from common/collective trusts2022-12-31$2,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$138,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$466,853
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : MERGON CORPORATION 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$1,359,651
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$590,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$571,001
Expenses. Certain deemed distributions of participant loans2021-12-31$4,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$851,968
Value of total assets at end of year2021-12-31$4,355,466
Value of total assets at beginning of year2021-12-31$3,586,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,889
Total interest from all sources2021-12-31$9,456
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$372,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$372,105
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$359,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$384,509
Participant contributions at end of year2021-12-31$159,624
Participant contributions at beginning of year2021-12-31$140,951
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$356,832
Administrative expenses (other) incurred2021-12-31$14,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$768,842
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,355,466
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,586,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,027,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,306,068
Interest on participant loans2021-12-31$9,456
Value of interest in common/collective trusts at end of year2021-12-31$168,750
Value of interest in common/collective trusts at beginning of year2021-12-31$139,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$125,145
Net investment gain or loss from common/collective trusts2021-12-31$977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$110,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$571,001
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : MERGON CORPORATION 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$1,009,149
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$178,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$166,632
Expenses. Certain deemed distributions of participant loans2020-12-31$2,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$561,314
Value of total assets at end of year2020-12-31$3,586,624
Value of total assets at beginning of year2020-12-31$2,756,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,235
Total interest from all sources2020-12-31$7,650
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$195,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$195,064
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$276,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$325,041
Participant contributions at end of year2020-12-31$140,951
Participant contributions at beginning of year2020-12-31$99,823
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$132,582
Other income not declared elsewhere2020-12-31$33
Administrative expenses (other) incurred2020-12-31$9,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$830,620
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,586,624
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,756,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,306,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,504,917
Interest on participant loans2020-12-31$7,650
Value of interest in common/collective trusts at end of year2020-12-31$139,605
Value of interest in common/collective trusts at beginning of year2020-12-31$151,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$243,004
Net investment gain or loss from common/collective trusts2020-12-31$2,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$103,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$166,632
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : MERGON CORPORATION 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$848,169
Total income from all sources (including contributions)2019-12-31$848,169
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$213,734
Total of all expenses incurred2019-12-31$213,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$200,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$200,177
Expenses. Certain deemed distributions of participant loans2019-12-31$1,178
Expenses. Certain deemed distributions of participant loans2019-12-31$1,178
Value of total corrective distributions2019-12-31$2,668
Value of total corrective distributions2019-12-31$2,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$388,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$388,880
Value of total assets at end of year2019-12-31$2,756,004
Value of total assets at end of year2019-12-31$2,756,004
Value of total assets at beginning of year2019-12-31$2,121,569
Value of total assets at beginning of year2019-12-31$2,121,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,711
Total interest from all sources2019-12-31$5,749
Total interest from all sources2019-12-31$5,749
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$172,073
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$172,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$172,073
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$172,073
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$213,000
Value of fidelity bond cover2019-12-31$213,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$294,102
Contributions received from participants2019-12-31$294,102
Participant contributions at end of year2019-12-31$99,823
Participant contributions at end of year2019-12-31$99,823
Participant contributions at beginning of year2019-12-31$78,307
Participant contributions at beginning of year2019-12-31$78,307
Administrative expenses (other) incurred2019-12-31$9,711
Administrative expenses (other) incurred2019-12-31$9,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$634,435
Value of net income/loss2019-12-31$634,435
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,756,004
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,756,004
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,121,569
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,121,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,504,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,504,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,907,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,907,692
Interest on participant loans2019-12-31$5,749
Interest on participant loans2019-12-31$5,749
Value of interest in common/collective trusts at end of year2019-12-31$151,264
Value of interest in common/collective trusts at end of year2019-12-31$151,264
Value of interest in common/collective trusts at beginning of year2019-12-31$135,570
Value of interest in common/collective trusts at beginning of year2019-12-31$135,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$278,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$278,894
Net investment gain or loss from common/collective trusts2019-12-31$2,573
Net investment gain or loss from common/collective trusts2019-12-31$2,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$94,778
Contributions received in cash from employer2019-12-31$94,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$200,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$200,177
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : MERGON CORPORATION 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$96,529
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$118,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$111,454
Expenses. Certain deemed distributions of participant loans2018-12-31$632
Value of total corrective distributions2018-12-31$1,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$265,852
Value of total assets at end of year2018-12-31$2,121,569
Value of total assets at beginning of year2018-12-31$2,143,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,482
Total interest from all sources2018-12-31$4,119
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$148,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$148,767
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$215,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$200,180
Participant contributions at end of year2018-12-31$78,307
Participant contributions at beginning of year2018-12-31$69,478
Administrative expenses (other) incurred2018-12-31$5,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-22,292
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,121,569
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,143,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,907,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,958,259
Interest on participant loans2018-12-31$4,119
Value of interest in common/collective trusts at end of year2018-12-31$135,570
Value of interest in common/collective trusts at beginning of year2018-12-31$116,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-324,170
Net investment gain or loss from common/collective trusts2018-12-31$1,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$65,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$111,454
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-12-31560747981
2017 : MERGON CORPORATION 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$521,809
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$392,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$377,358
Expenses. Certain deemed distributions of participant loans2017-12-31$4,454
Value of total corrective distributions2017-12-31$3,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$217,101
Value of total assets at end of year2017-12-31$2,143,861
Value of total assets at beginning of year2017-12-31$2,014,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,002
Total interest from all sources2017-12-31$6,283
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$89,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$89,329
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$202,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$154,690
Participant contributions at end of year2017-12-31$69,478
Participant contributions at beginning of year2017-12-31$51,771
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,601
Administrative expenses (other) incurred2017-12-31$7,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$129,350
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,143,861
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,014,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,958,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,843,745
Interest on participant loans2017-12-31$6,283
Value of interest in common/collective trusts at end of year2017-12-31$116,124
Value of interest in common/collective trusts at beginning of year2017-12-31$118,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$207,766
Net investment gain or loss from common/collective trusts2017-12-31$1,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$54,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$377,358
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981
2016 : MERGON CORPORATION 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$374,708
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$556,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$528,580
Expenses. Certain deemed distributions of participant loans2016-12-31$17,693
Value of total corrective distributions2016-12-31$3,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$250,161
Value of total assets at end of year2016-12-31$2,014,511
Value of total assets at beginning of year2016-12-31$2,196,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,558
Total interest from all sources2016-12-31$5,959
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$62,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$62,225
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$220,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$187,762
Participant contributions at end of year2016-12-31$51,771
Participant contributions at beginning of year2016-12-31$75,809
Administrative expenses (other) incurred2016-12-31$6,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-181,849
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,014,511
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,196,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,843,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,993,568
Interest on participant loans2016-12-31$5,959
Value of interest in common/collective trusts at end of year2016-12-31$118,995
Value of interest in common/collective trusts at beginning of year2016-12-31$126,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$56,087
Net investment gain or loss from common/collective trusts2016-12-31$276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$62,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$528,580
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981
2015 : MERGON CORPORATION 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$375,878
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$160,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$101,209
Expenses. Certain deemed distributions of participant loans2015-12-31$52,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$423,331
Value of total assets at end of year2015-12-31$2,196,360
Value of total assets at beginning of year2015-12-31$1,980,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,488
Total interest from all sources2015-12-31$4,432
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$122,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$122,242
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$199,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$219,859
Participant contributions at end of year2015-12-31$75,809
Participant contributions at beginning of year2015-12-31$49,714
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$124,060
Administrative expenses (other) incurred2015-12-31$6,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$215,436
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,196,360
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,980,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,993,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,803,048
Interest on participant loans2015-12-31$4,432
Value of interest in common/collective trusts at end of year2015-12-31$126,983
Value of interest in common/collective trusts at beginning of year2015-12-31$128,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-174,166
Net investment gain or loss from common/collective trusts2015-12-31$39
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$79,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$101,209
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
2014 : MERGON CORPORATION 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$393,106
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$296,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$282,578
Expenses. Certain deemed distributions of participant loans2014-12-31$6,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$292,197
Value of total assets at end of year2014-12-31$1,980,924
Value of total assets at beginning of year2014-12-31$1,884,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,990
Total interest from all sources2014-12-31$4,087
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$97,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$97,298
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$189,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$217,407
Participant contributions at end of year2014-12-31$49,714
Participant contributions at beginning of year2014-12-31$103,146
Administrative expenses (other) incurred2014-12-31$6,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$96,685
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,980,924
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,884,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,803,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,662,387
Interest on participant loans2014-12-31$4,087
Value of interest in common/collective trusts at end of year2014-12-31$128,162
Value of interest in common/collective trusts at beginning of year2014-12-31$118,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,897
Net investment gain or loss from common/collective trusts2014-12-31$1,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$74,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$282,578
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981
2013 : MERGON CORPORATION 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$579,260
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$93,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$85,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$331,035
Value of total assets at end of year2013-12-31$1,884,239
Value of total assets at beginning of year2013-12-31$1,398,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,489
Total interest from all sources2013-12-31$3,717
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$68,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$68,191
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$140,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$212,311
Participant contributions at end of year2013-12-31$103,146
Participant contributions at beginning of year2013-12-31$49,198
Participant contributions at beginning of year2013-12-31$5,312
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$34,168
Administrative expenses (other) incurred2013-12-31$8,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$485,278
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,884,239
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,398,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,662,387
Interest on participant loans2013-12-31$3,717
Value of interest in common/collective trusts at end of year2013-12-31$118,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,342,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$174,439
Net investment gain or loss from common/collective trusts2013-12-31$1,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$84,556
Employer contributions (assets) at beginning of year2013-12-31$2,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$85,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2013-12-31560747981
2012 : MERGON CORPORATION 401(K) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$2,717
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$459,057
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$199,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$176,642
Expenses. Certain deemed distributions of participant loans2012-12-31$11,093
Value of total corrective distributions2012-12-31$325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$313,161
Value of total assets at end of year2012-12-31$1,398,961
Value of total assets at beginning of year2012-12-31$1,142,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,543
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$2,742
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$11,543
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31No
Value of fidelity bond cover2012-12-31$0
If this is an individual account plan, was there a blackout period2012-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$198,877
Participant contributions at end of year2012-12-31$49,198
Participant contributions at beginning of year2012-12-31$67,803
Participant contributions at end of year2012-12-31$5,312
Participant contributions at beginning of year2012-12-31$15,639
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,035
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$2,717
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$259,454
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,398,961
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,139,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,051,716
Value of interest in pooled separate accounts at end of year2012-12-31$0
Interest on participant loans2012-12-31$2,742
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,342,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$143,154
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$86,249
Employer contributions (assets) at end of year2012-12-31$2,341
Employer contributions (assets) at beginning of year2012-12-31$7,066
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$176,642
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2009 : MERGON CORPORATION 401(K) RETIREMENT PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for MERGON CORPORATION 401(K) RETIREMENT PLAN

2022: MERGON CORPORATION 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERGON CORPORATION 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERGON CORPORATION 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERGON CORPORATION 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERGON CORPORATION 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERGON CORPORATION 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERGON CORPORATION 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERGON CORPORATION 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERGON CORPORATION 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERGON CORPORATION 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERGON CORPORATION 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: MERGON CORPORATION 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995989
Policy instance 1
Insurance contract or identification number995989
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995989
Policy instance 1
Insurance contract or identification number995989
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,658
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,140
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE AGENCY SERVICES

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