RIDGEVIEW INSTITUTE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RIDGEVIEW INSTITUTE RETIREMENT PLAN
Measure | Date | Value |
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2017 : RIDGEVIEW INSTITUTE RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-10-31 | $1,330,905 |
Total of all expenses incurred | 2017-10-31 | $17,672,891 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-10-31 | $17,637,561 |
Expenses. Certain deemed distributions of participant loans | 2017-10-31 | $-6,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-10-31 | $25,530 |
Value of total assets at end of year | 2017-10-31 | $0 |
Value of total assets at beginning of year | 2017-10-31 | $16,341,986 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-10-31 | $41,834 |
Total interest from all sources | 2017-10-31 | $91,485 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-10-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-10-31 | $0 |
Was this plan covered by a fidelity bond | 2017-10-31 | Yes |
Value of fidelity bond cover | 2017-10-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-10-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-10-31 | No |
Contributions received from participants | 2017-10-31 | $25,530 |
Participant contributions at end of year | 2017-10-31 | $0 |
Participant contributions at beginning of year | 2017-10-31 | $278,139 |
Administrative expenses (other) incurred | 2017-10-31 | $6,586 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-10-31 | No |
Value of net income/loss | 2017-10-31 | $-16,341,986 |
Value of net assets at end of year (total assets less liabilities) | 2017-10-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-10-31 | $16,341,986 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-10-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-10-31 | $11,005,655 |
Interest on participant loans | 2017-10-31 | $5,491 |
Interest earned on other investments | 2017-10-31 | $85,994 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-10-31 | $5,047,891 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-10-31 | $1,213,890 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-10-31 | No |
Employer contributions (assets) at beginning of year | 2017-10-31 | $10,301 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-10-31 | $17,637,561 |
Contract administrator fees | 2017-10-31 | $35,248 |
Did the plan have assets held for investment | 2017-10-31 | 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 | 2017-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-10-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-10-31 | Disclaimer |
Accountancy firm name | 2017-10-31 | PERSHING YOAKLEY & ASSOCIATES P.C. |
Accountancy firm EIN | 2017-10-31 | 621517792 |
2016 : RIDGEVIEW INSTITUTE RETIREMENT PLAN 2016 401k financial data |
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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 | $1,897,579 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $738,292 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $689,382 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $8,928 |
Value of total corrective distributions | 2016-12-31 | $156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $812,071 |
Value of total assets at end of year | 2016-12-31 | $16,341,986 |
Value of total assets at beginning of year | 2016-12-31 | $15,182,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $39,826 |
Total interest from all sources | 2016-12-31 | $142,543 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $711,185 |
Participant contributions at end of year | 2016-12-31 | $278,139 |
Participant contributions at beginning of year | 2016-12-31 | $286,512 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $2,762 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,159,287 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $16,341,986 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,182,699 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $11,005,655 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,881,239 |
Interest on participant loans | 2016-12-31 | $7,701 |
Interest earned on other investments | 2016-12-31 | $134,842 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $5,047,891 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $5,014,948 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $942,965 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $100,886 |
Employer contributions (assets) at end of year | 2016-12-31 | $10,301 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $689,382 |
Contract administrator fees | 2016-12-31 | $37,064 |
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 | PERSHING YOAKLEY & ASSOCIATES P.C. |
Accountancy firm EIN | 2016-12-31 | 621517792 |
2015 : RIDGEVIEW INSTITUTE RETIREMENT PLAN 2015 401k financial data |
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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 | $836,312 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $953,167 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $912,838 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $-6,169 |
Value of total corrective distributions | 2015-12-31 | $7,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $893,742 |
Value of total assets at end of year | 2015-12-31 | $15,182,699 |
Value of total assets at beginning of year | 2015-12-31 | $15,299,554 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $38,582 |
Total interest from all sources | 2015-12-31 | $147,917 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $757,350 |
Participant contributions at end of year | 2015-12-31 | $286,512 |
Participant contributions at beginning of year | 2015-12-31 | $265,569 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $12,329 |
Administrative expenses (other) incurred | 2015-12-31 | $2,588 |
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 | $-116,855 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $15,182,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,299,554 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,881,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,790,327 |
Interest on participant loans | 2015-12-31 | $8,160 |
Interest earned on other investments | 2015-12-31 | $139,757 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $5,014,948 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $5,243,658 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-205,347 |
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 |
Contributions received in cash from employer | 2015-12-31 | $124,063 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $912,838 |
Contract administrator fees | 2015-12-31 | $35,994 |
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 | PERSHING YOAKLEY & ASSOCIATES P.C. |
Accountancy firm EIN | 2015-12-31 | 621517792 |
2014 : RIDGEVIEW INSTITUTE RETIREMENT PLAN 2014 401k financial data |
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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 | $1,873,222 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,566,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,516,150 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $9,639 |
Value of total corrective distributions | 2014-12-31 | $5,074 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,181,419 |
Value of total assets at end of year | 2014-12-31 | $15,299,554 |
Value of total assets at beginning of year | 2014-12-31 | $14,992,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $35,768 |
Total interest from all sources | 2014-12-31 | $148,044 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $778,638 |
Participant contributions at end of year | 2014-12-31 | $265,569 |
Participant contributions at beginning of year | 2014-12-31 | $187,671 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,397 |
Administrative expenses (other) incurred | 2014-12-31 | $2,439 |
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 | $306,591 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $15,299,554 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,992,963 |
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 | $9,790,327 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,678,154 |
Interest on participant loans | 2014-12-31 | $5,992 |
Interest earned on other investments | 2014-12-31 | $142,052 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $5,243,658 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $5,127,138 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $543,759 |
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 |
Contributions received in cash from employer | 2014-12-31 | $401,384 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,516,150 |
Contract administrator fees | 2014-12-31 | $33,329 |
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 | PERSHING YOAKLEY & ASSOCIATES P.C. |
Accountancy firm EIN | 2014-12-31 | 621517792 |
2013 : RIDGEVIEW INSTITUTE RETIREMENT PLAN 2013 401k financial data |
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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 | $3,028,370 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $626,342 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $561,346 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $21,338 |
Value of total corrective distributions | 2013-12-31 | $10,267 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,071,526 |
Value of total assets at end of year | 2013-12-31 | $14,992,963 |
Value of total assets at beginning of year | 2013-12-31 | $12,590,935 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $33,391 |
Total interest from all sources | 2013-12-31 | $134,712 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $699,327 |
Participant contributions at end of year | 2013-12-31 | $187,671 |
Participant contributions at beginning of year | 2013-12-31 | $160,020 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $170,879 |
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 | $2,402,028 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,992,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,590,935 |
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 | $9,678,154 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,048,284 |
Interest on participant loans | 2013-12-31 | $5,599 |
Interest earned on other investments | 2013-12-31 | $129,113 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $5,127,138 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $4,382,631 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,822,132 |
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 |
Contributions received in cash from employer | 2013-12-31 | $201,320 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $561,346 |
Contract administrator fees | 2013-12-31 | $33,391 |
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 | 2013-12-31 | No |
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 | PERSHING YOAKLEY AND ASSOCIATES PC |
Accountancy firm EIN | 2013-12-31 | 621517792 |
2012 : RIDGEVIEW INSTITUTE RETIREMENT 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 | $2,254,016 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $516,239 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $475,776 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $4,340 |
Value of total corrective distributions | 2012-12-31 | $4,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,116,945 |
Value of total assets at end of year | 2012-12-31 | $12,590,935 |
Value of total assets at beginning of year | 2012-12-31 | $10,853,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $31,188 |
Total interest from all sources | 2012-12-31 | $117,449 |
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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $716,287 |
Participant contributions at end of year | 2012-12-31 | $160,020 |
Participant contributions at beginning of year | 2012-12-31 | $144,250 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $7,976 |
Administrative expenses (other) incurred | 2012-12-31 | $3,935 |
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 | $1,737,777 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,590,935 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,853,158 |
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 | $8,048,284 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,008,836 |
Interest on participant loans | 2012-12-31 | $4,301 |
Interest earned on other investments | 2012-12-31 | $113,148 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $4,382,631 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $3,700,072 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,019,622 |
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 |
Contributions received in cash from employer | 2012-12-31 | $392,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $475,776 |
Contract administrator fees | 2012-12-31 | $27,253 |
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 | 2012-12-31 | No |
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 | PERSHING YOAKLEY & ASSCIATES,P.C. |
Accountancy firm EIN | 2012-12-31 | 621517792 |
2011 : RIDGEVIEW INSTITUTE RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,049,192 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $651,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $558,956 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $52,382 |
Value of total corrective distributions | 2011-12-31 | $10,139 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,188,424 |
Value of total assets at end of year | 2011-12-31 | $10,853,158 |
Value of total assets at beginning of year | 2011-12-31 | $10,455,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $29,758 |
Total interest from all sources | 2011-12-31 | $113,246 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $763,115 |
Participant contributions at end of year | 2011-12-31 | $144,250 |
Participant contributions at beginning of year | 2011-12-31 | $190,335 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,317 |
Administrative expenses (other) incurred | 2011-12-31 | $3,773 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $397,957 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,853,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,455,201 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,008,836 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,022,802 |
Interest on participant loans | 2011-12-31 | $6,094 |
Interest earned on other investments | 2011-12-31 | $107,152 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $3,700,072 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $3,242,064 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-252,478 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $420,992 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $558,956 |
Contract administrator fees | 2011-12-31 | $25,985 |
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 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PERSHING YOAKLEY & ASSOCIATES, P.C. |
Accountancy firm EIN | 2011-12-31 | 621517792 |
2010 : RIDGEVIEW INSTITUTE RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,884,118 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $290,396 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $238,036 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $22,536 |
Value of total corrective distributions | 2010-12-31 | $3,854 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $898,274 |
Value of total assets at end of year | 2010-12-31 | $10,455,201 |
Value of total assets at beginning of year | 2010-12-31 | $8,861,479 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $25,970 |
Total interest from all sources | 2010-12-31 | $106,668 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $596,153 |
Participant contributions at end of year | 2010-12-31 | $190,335 |
Participant contributions at beginning of year | 2010-12-31 | $194,559 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $41,369 |
Administrative expenses (other) incurred | 2010-12-31 | $4,103 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,593,722 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,455,201 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,861,479 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,022,802 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,997,820 |
Interest on participant loans | 2010-12-31 | $6,666 |
Interest earned on other investments | 2010-12-31 | $100,002 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $3,242,064 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $2,669,100 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $879,176 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $260,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $238,036 |
Contract administrator fees | 2010-12-31 | $21,867 |
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 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PERSHING YOAKLEY & ASSOCIATES, P.C. |
Accountancy firm EIN | 2010-12-31 | 621517792 |