ATRION CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ATRION CORPORATION 401(K) SAVINGS PLAN
Measure | Date | Value |
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2023 : ATRION CORPORATION 401(K) SAVINGS PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $34,295 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $13,124,583 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $7,155,396 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $6,884,814 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $99,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $4,793,360 |
Value of total assets at end of year | 2023-12-31 | $59,087,292 |
Value of total assets at beginning of year | 2023-12-31 | $53,083,810 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $171,142 |
Total interest from all sources | 2023-12-31 | $86,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $566,208 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $566,208 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $3,032,059 |
Participant contributions at end of year | 2023-12-31 | $1,509,955 |
Participant contributions at beginning of year | 2023-12-31 | $1,377,046 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $710,287 |
Other income not declared elsewhere | 2023-12-31 | $158,218 |
Administrative expenses (other) incurred | 2023-12-31 | $43,235 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $5,969,187 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $59,052,997 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $53,083,810 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $23,816,095 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $40,764,112 |
Interest on participant loans | 2023-12-31 | $86,706 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $33,722,152 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $10,898,794 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $4,352,223 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $3,167,868 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $1,051,014 |
Employer contributions (assets) at end of year | 2023-12-31 | $39,090 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $43,858 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $6,884,814 |
Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $34,295 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $0 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | HUSELTON, MORGAN & MAULTSBY, P.C. |
Accountancy firm EIN | 2023-12-31 | 752409112 |
2022 : ATRION CORPORATION 401(K) SAVINGS PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-6,477,351 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,850,117 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,592,865 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $226,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,019,523 |
Value of total assets at end of year | 2022-12-31 | $53,083,810 |
Value of total assets at beginning of year | 2022-12-31 | $63,411,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $30,938 |
Total interest from all sources | 2022-12-31 | $67,376 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,986,929 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,986,929 |
Administrative expenses professional fees incurred | 2022-12-31 | $17,230 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,836,939 |
Participant contributions at end of year | 2022-12-31 | $1,377,046 |
Participant contributions at beginning of year | 2022-12-31 | $1,469,727 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $166,194 |
Other income not declared elsewhere | 2022-12-31 | $23,609 |
Administrative expenses (other) incurred | 2022-12-31 | $13,708 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-10,327,468 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $53,083,810 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $63,411,278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $40,764,112 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $49,567,732 |
Interest on participant loans | 2022-12-31 | $67,376 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $10,898,794 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $12,332,732 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-13,088,716 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-486,072 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,016,390 |
Employer contributions (assets) at end of year | 2022-12-31 | $43,858 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $41,087 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,592,865 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HUSELTON, MORGAN & MAULTSBY, P.C. |
Accountancy firm EIN | 2022-12-31 | 752409112 |
2021 : ATRION CORPORATION 401(K) SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $10,991,351 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,770,600 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,623,888 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $125,137 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,007,193 |
Value of total assets at end of year | 2021-12-31 | $63,411,278 |
Value of total assets at beginning of year | 2021-12-31 | $55,190,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $21,575 |
Total interest from all sources | 2021-12-31 | $77,670 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,210,404 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,210,404 |
Administrative expenses professional fees incurred | 2021-12-31 | $9,770 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,648,747 |
Participant contributions at end of year | 2021-12-31 | $1,469,727 |
Participant contributions at beginning of year | 2021-12-31 | $1,540,123 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $413,580 |
Other income not declared elsewhere | 2021-12-31 | $21,886 |
Administrative expenses (other) incurred | 2021-12-31 | $11,805 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $8,220,751 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $63,411,278 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $55,190,527 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $49,567,732 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $42,963,019 |
Interest on participant loans | 2021-12-31 | $77,670 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $12,332,732 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $10,646,506 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,975,817 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $698,381 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $944,866 |
Employer contributions (assets) at end of year | 2021-12-31 | $41,087 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $40,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,623,888 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HUSELTON, MORGAN & MAULTSBY, P.C. |
Accountancy firm EIN | 2021-12-31 | 752409112 |
2020 : ATRION CORPORATION 401(K) SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $11,521,493 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,172,505 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,084,869 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $66,376 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,465,116 |
Value of total assets at end of year | 2020-12-31 | $55,190,527 |
Value of total assets at beginning of year | 2020-12-31 | $48,841,539 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $21,260 |
Total interest from all sources | 2020-12-31 | $82,945 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,349,743 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,349,743 |
Administrative expenses professional fees incurred | 2020-12-31 | $13,120 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,528,660 |
Participant contributions at end of year | 2020-12-31 | $1,540,123 |
Participant contributions at beginning of year | 2020-12-31 | $1,529,200 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $28,133 |
Other income not declared elsewhere | 2020-12-31 | $27,410 |
Administrative expenses (other) incurred | 2020-12-31 | $8,140 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $6,348,988 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $55,190,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $48,841,539 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $42,963,019 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $38,594,636 |
Interest on participant loans | 2020-12-31 | $82,945 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $10,646,506 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $8,687,459 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,168,481 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $427,798 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $908,323 |
Employer contributions (assets) at end of year | 2020-12-31 | $40,879 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $30,244 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,084,869 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PERKINS, DEXTER,SINOPOLI & HAMM, PC |
Accountancy firm EIN | 2020-12-31 | 751969466 |
2019 : ATRION CORPORATION 401(K) SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $11,468,258 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,047,252 |
Total of all expenses incurred | 2019-12-31 | $3,047,252 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,963,460 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $63,812 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $63,812 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,253,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,253,156 |
Value of total assets at end of year | 2019-12-31 | $48,841,539 |
Value of total assets at end of year | 2019-12-31 | $48,841,539 |
Value of total assets at beginning of year | 2019-12-31 | $40,420,533 |
Value of total assets at beginning of year | 2019-12-31 | $40,420,533 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,980 |
Total interest from all sources | 2019-12-31 | $77,031 |
Total interest from all sources | 2019-12-31 | $77,031 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,027,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,027,570 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,027,570 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,027,570 |
Administrative expenses professional fees incurred | 2019-12-31 | $10,750 |
Administrative expenses professional fees incurred | 2019-12-31 | $10,750 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,221,299 |
Contributions received from participants | 2019-12-31 | $2,221,299 |
Participant contributions at end of year | 2019-12-31 | $1,529,200 |
Participant contributions at end of year | 2019-12-31 | $1,529,200 |
Participant contributions at beginning of year | 2019-12-31 | $1,408,625 |
Participant contributions at beginning of year | 2019-12-31 | $1,408,625 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $198,039 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $198,039 |
Other income not declared elsewhere | 2019-12-31 | $13,357 |
Other income not declared elsewhere | 2019-12-31 | $13,357 |
Administrative expenses (other) incurred | 2019-12-31 | $9,230 |
Administrative expenses (other) incurred | 2019-12-31 | $9,230 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $8,421,006 |
Value of net income/loss | 2019-12-31 | $8,421,006 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $48,841,539 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $48,841,539 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $40,420,533 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $40,420,533 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $38,594,636 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $38,594,636 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $30,254,492 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $30,254,492 |
Interest on participant loans | 2019-12-31 | $77,031 |
Interest on participant loans | 2019-12-31 | $77,031 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $8,687,459 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $8,687,459 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $8,723,700 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $8,723,700 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,540,915 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,540,915 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $556,229 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $556,229 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $833,818 |
Contributions received in cash from employer | 2019-12-31 | $833,818 |
Employer contributions (assets) at end of year | 2019-12-31 | $30,244 |
Employer contributions (assets) at end of year | 2019-12-31 | $30,244 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $33,716 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $33,716 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,963,460 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,963,460 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PERKINS, DEXTER,SINOPOLI & HAMM, PC |
Accountancy firm name | 2019-12-31 | PERKINS, DEXTER,SINOPOLI & HAMM, PC |
Accountancy firm EIN | 2019-12-31 | 751969466 |
Accountancy firm EIN | 2019-12-31 | 751969466 |
2018 : ATRION CORPORATION 401(K) SAVINGS PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,285,057 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $966,426 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $943,230 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $19,715 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,715,516 |
Value of total assets at end of year | 2018-12-31 | $40,420,533 |
Value of total assets at beginning of year | 2018-12-31 | $40,101,902 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,481 |
Total interest from all sources | 2018-12-31 | $65,092 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,462,896 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,462,896 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,974,938 |
Participant contributions at end of year | 2018-12-31 | $1,408,625 |
Participant contributions at beginning of year | 2018-12-31 | $1,315,818 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $13,174 |
Administrative expenses (other) incurred | 2018-12-31 | $3,481 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $318,631 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $40,420,533 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $40,101,902 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $30,254,492 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $29,870,250 |
Interest on participant loans | 2018-12-31 | $65,092 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $8,723,700 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $8,880,287 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,031,719 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $73,272 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $727,404 |
Employer contributions (assets) at end of year | 2018-12-31 | $33,716 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $35,547 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $943,230 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PERKINS, DEXTER,SINOPOLI & HAMM, PC |
Accountancy firm EIN | 2018-12-31 | 751969466 |
2017 : ATRION CORPORATION 401(K) SAVINGS PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $7,836,084 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,026,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,020,493 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,526,016 |
Value of total assets at end of year | 2017-12-31 | $40,101,902 |
Value of total assets at beginning of year | 2017-12-31 | $34,291,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,681 |
Total interest from all sources | 2017-12-31 | $59,051 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,608,116 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,608,116 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,810,314 |
Participant contributions at end of year | 2017-12-31 | $1,315,818 |
Participant contributions at beginning of year | 2017-12-31 | $1,196,592 |
Administrative expenses (other) incurred | 2017-12-31 | $5,681 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,809,910 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $40,101,902 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $34,291,992 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $29,870,250 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $23,767,155 |
Interest on participant loans | 2017-12-31 | $59,051 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $8,880,287 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $9,297,557 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,240,423 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $402,478 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $715,702 |
Employer contributions (assets) at end of year | 2017-12-31 | $35,547 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $30,688 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,020,493 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PERKINS, DEXTER, SINOPOLI & HAMM, P |
Accountancy firm EIN | 2017-12-31 | 751969466 |
2016 : ATRION CORPORATION 401(K) SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,500,238 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $808,570 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $803,697 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,338,506 |
Value of total assets at end of year | 2016-12-31 | $34,291,992 |
Value of total assets at beginning of year | 2016-12-31 | $30,600,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,873 |
Total interest from all sources | 2016-12-31 | $50,808 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $865,865 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $865,865 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,673,212 |
Participant contributions at end of year | 2016-12-31 | $1,196,592 |
Participant contributions at beginning of year | 2016-12-31 | $1,119,598 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,635 |
Administrative expenses (other) incurred | 2016-12-31 | $4,873 |
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 | $3,691,668 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $34,291,992 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $30,600,324 |
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 | $23,767,155 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $20,487,689 |
Interest on participant loans | 2016-12-31 | $50,808 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $9,297,557 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $8,965,918 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $977,352 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $267,707 |
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 | $663,659 |
Employer contributions (assets) at end of year | 2016-12-31 | $30,688 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $27,119 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $803,697 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM, P |
Accountancy firm EIN | 2016-12-31 | 751969466 |
2015 : ATRION CORPORATION 401(K) SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,538,345 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $838,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $824,321 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,269,849 |
Value of total assets at end of year | 2015-12-31 | $30,600,324 |
Value of total assets at beginning of year | 2015-12-31 | $28,900,914 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $14,614 |
Total interest from all sources | 2015-12-31 | $49,591 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,408,699 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,408,699 |
Administrative expenses professional fees incurred | 2015-12-31 | $8,123 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,596,559 |
Participant contributions at end of year | 2015-12-31 | $1,119,598 |
Participant contributions at beginning of year | 2015-12-31 | $1,150,522 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $26,848 |
Other income not declared elsewhere | 2015-12-31 | $782 |
Administrative expenses (other) incurred | 2015-12-31 | $6,491 |
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 | $1,699,410 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $30,600,324 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $28,900,914 |
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 | $20,487,689 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $19,437,397 |
Interest on participant loans | 2015-12-31 | $49,591 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $8,965,918 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $8,291,446 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,335,003 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $144,427 |
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 | $646,442 |
Employer contributions (assets) at end of year | 2015-12-31 | $27,119 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $21,549 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $824,321 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM,PC |
Accountancy firm EIN | 2015-12-31 | 751969466 |
2014 : ATRION CORPORATION 401(K) SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,364,441 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,673,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,658,910 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,056,108 |
Value of total assets at end of year | 2014-12-31 | $28,900,914 |
Value of total assets at beginning of year | 2014-12-31 | $27,210,183 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $14,800 |
Total interest from all sources | 2014-12-31 | $48,440 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,271,756 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,271,756 |
Administrative expenses professional fees incurred | 2014-12-31 | $8,500 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,449,330 |
Participant contributions at end of year | 2014-12-31 | $1,150,522 |
Participant contributions at beginning of year | 2014-12-31 | $1,151,879 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $10,561 |
Administrative expenses (other) incurred | 2014-12-31 | $6,300 |
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 | $1,690,731 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $28,900,914 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $27,210,183 |
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 | $19,437,397 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $17,944,353 |
Interest on participant loans | 2014-12-31 | $48,440 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $8,291,446 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $8,094,193 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-236,029 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $224,166 |
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 | $596,217 |
Employer contributions (assets) at end of year | 2014-12-31 | $21,549 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $19,758 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,658,910 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM,PC |
Accountancy firm EIN | 2014-12-31 | 751969466 |
2013 : ATRION CORPORATION 401(K) SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,898,721 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,899,779 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,884,187 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,906,984 |
Value of total assets at end of year | 2013-12-31 | $27,210,183 |
Value of total assets at beginning of year | 2013-12-31 | $23,211,241 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $15,592 |
Total interest from all sources | 2013-12-31 | $48,071 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $755,398 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $755,398 |
Administrative expenses professional fees incurred | 2013-12-31 | $8,000 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,350,038 |
Participant contributions at end of year | 2013-12-31 | $1,151,879 |
Participant contributions at beginning of year | 2013-12-31 | $1,186,868 |
Other income not declared elsewhere | 2013-12-31 | $274 |
Administrative expenses (other) incurred | 2013-12-31 | $7,592 |
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 | $3,998,942 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $27,210,183 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $23,211,241 |
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 | $17,944,353 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $16,056,107 |
Interest on participant loans | 2013-12-31 | $48,071 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $8,094,193 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,949,798 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,115,033 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $72,961 |
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 | $556,946 |
Employer contributions (assets) at end of year | 2013-12-31 | $19,758 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $18,468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,884,187 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM,PC |
Accountancy firm EIN | 2013-12-31 | 751969466 |
2012 : ATRION CORPORATION 401(K) SAVINGS PLAN 2012 401k financial data |
---|
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 | $4,252,968 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $621,762 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $606,681 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,912,902 |
Value of total assets at end of year | 2012-12-31 | $23,211,241 |
Value of total assets at beginning of year | 2012-12-31 | $19,580,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $15,081 |
Total interest from all sources | 2012-12-31 | $47,366 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $692,554 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $692,554 |
Administrative expenses professional fees incurred | 2012-12-31 | $8,000 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,271,538 |
Participant contributions at end of year | 2012-12-31 | $1,186,868 |
Participant contributions at beginning of year | 2012-12-31 | $1,114,643 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $118,380 |
Administrative expenses (other) incurred | 2012-12-31 | $7,081 |
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 | $3,631,206 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $23,211,241 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $19,580,035 |
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 | $16,056,107 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,098,446 |
Interest on participant loans | 2012-12-31 | $47,366 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,949,798 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $5,345,451 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,409,540 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $190,606 |
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 | $522,984 |
Employer contributions (assets) at end of year | 2012-12-31 | $18,468 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $21,495 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $606,681 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM,PC |
Accountancy firm EIN | 2012-12-31 | 751969466 |
2011 : ATRION CORPORATION 401(K) SAVINGS 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 | $1,696,434 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $717,057 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $701,243 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,753,405 |
Value of total assets at end of year | 2011-12-31 | $19,580,035 |
Value of total assets at beginning of year | 2011-12-31 | $18,600,658 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,814 |
Total interest from all sources | 2011-12-31 | $45,698 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $445,604 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $445,604 |
Administrative expenses professional fees incurred | 2011-12-31 | $7,500 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,194,323 |
Participant contributions at end of year | 2011-12-31 | $1,114,643 |
Participant contributions at beginning of year | 2011-12-31 | $1,003,074 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $75,433 |
Administrative expenses (other) incurred | 2011-12-31 | $8,314 |
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 | $979,377 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $19,580,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $18,600,658 |
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 | $13,098,446 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $12,932,358 |
Interest on participant loans | 2011-12-31 | $45,698 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $5,345,451 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,648,326 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-708,205 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $159,932 |
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 | $483,649 |
Employer contributions (assets) at end of year | 2011-12-31 | $21,495 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $16,900 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $701,243 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM,PC |
Accountancy firm EIN | 2011-12-31 | 751969466 |
2010 : ATRION CORPORATION 401(K) SAVINGS 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 | $4,118,549 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,279,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,264,804 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,808,941 |
Value of total assets at end of year | 2010-12-31 | $18,600,658 |
Value of total assets at beginning of year | 2010-12-31 | $16,761,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $14,548 |
Total interest from all sources | 2010-12-31 | $52,532 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $236,026 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $236,026 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,174,743 |
Participant contributions at end of year | 2010-12-31 | $1,003,074 |
Participant contributions at beginning of year | 2010-12-31 | $1,006,232 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $159,256 |
Administrative expenses (other) incurred | 2010-12-31 | $14,548 |
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 | $1,839,197 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $18,600,658 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $16,761,461 |
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 | $12,932,358 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $11,070,080 |
Interest on participant loans | 2010-12-31 | $52,532 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,648,326 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $4,685,149 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,817,288 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $203,762 |
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 | $474,942 |
Employer contributions (assets) at end of year | 2010-12-31 | $16,900 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,264,804 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM,PC |
Accountancy firm EIN | 2010-12-31 | 751969466 |
2009 : ATRION CORPORATION 401(K) SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |