MARTHA AND MARY HEALTH SERVICES has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : MARTHA AND MARY 403(B) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-29 | 352301 |
| Net assets as of the end of the plan year | 2025-05-29 | 1240376 |
| Total assets as of the beginning of the plan year | 2025-05-29 | 1193843 |
| Value of plan covered by a fidelity bond | 2025-05-29 | 100000 |
| Participant contributions to plan in this plan year | 2025-05-29 | 226040 |
| Value of participant loans at end of plan year | 2025-05-29 | 8168 |
| Other contributions to plan in this plan year | 2025-05-29 | 53840 |
| Other income to plan in this plan year | 2025-05-29 | 118954 |
| Plan net income in this plan year | 2025-05-29 | 46533 |
| Net assets as of the end of the plan year | 2025-05-29 | 1240376 |
| Net assets as of the beginning of the plan year | 2025-05-29 | 1193843 |
| Employer contributions to plan in this plan year | 2025-05-29 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-29 | 0 |
| 2024 : MARTHA AND MARY 403(B) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-16 | 62781 |
| Net assets as of the end of the plan year | 2024-08-16 | 1193843 |
| Total assets as of the beginning of the plan year | 2024-08-16 | 858020 |
| Value of plan covered by a fidelity bond | 2024-08-16 | 1000000 |
| Participant contributions to plan in this plan year | 2024-08-16 | 204487 |
| Value of participant loans at end of plan year | 2024-08-16 | 1978 |
| Other income to plan in this plan year | 2024-08-16 | 172455 |
| Plan net income in this plan year | 2024-08-16 | 335823 |
| Net assets as of the end of the plan year | 2024-08-16 | 1193843 |
| Net assets as of the beginning of the plan year | 2024-08-16 | 858020 |
| Employer contributions to plan in this plan year | 2024-08-16 | 21662 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-16 | 6355 |
| 2022 : MARTHA AND MARY 403(B) PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $57,864 |
| Total of all expenses incurred | 2022-12-31 | $122,672 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $122,672 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $218,152 |
| Value of total assets at end of year | 2022-12-31 | $858,020 |
| Value of total assets at beginning of year | 2022-12-31 | $922,828 |
| Total interest from all sources | 2022-12-31 | $79 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| 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 | $196,023 |
| Participant contributions at end of year | 2022-12-31 | $1,341 |
| Participant contributions at beginning of year | 2022-12-31 | $905 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-64,808 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $858,020 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $922,828 |
| 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 | $833,800 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $906,450 |
| Interest on participant loans | 2022-12-31 | $79 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-160,367 |
| 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 | $22,129 |
| Employer contributions (assets) at end of year | 2022-12-31 | $22,879 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $15,473 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $122,672 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| Total income from all sources (including contributions) | 2022-01-01 | $57,864 |
| Total of all expenses incurred | 2022-01-01 | $122,672 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $122,672 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $218,152 |
| Value of total assets at end of year | 2022-01-01 | $858,020 |
| Value of total assets at beginning of year | 2022-01-01 | $922,828 |
| Total interest from all sources | 2022-01-01 | $79 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $196,023 |
| Participant contributions at end of year | 2022-01-01 | $1,341 |
| Participant contributions at beginning of year | 2022-01-01 | $905 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-64,808 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $858,020 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $922,828 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $833,800 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $906,450 |
| Interest on participant loans | 2022-01-01 | $79 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-160,367 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $22,129 |
| Employer contributions (assets) at end of year | 2022-01-01 | $22,879 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $15,473 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $122,672 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-01-01 | 410746749 |
| 2021 : MARTHA AND MARY 403(B) PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $274,308 |
| Total of all expenses incurred | 2021-12-31 | $132,300 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $132,300 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $189,138 |
| Value of total assets at end of year | 2021-12-31 | $922,828 |
| Value of total assets at beginning of year | 2021-12-31 | $780,820 |
| Total interest from all sources | 2021-12-31 | $17 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $145,526 |
| Participant contributions at end of year | 2021-12-31 | $905 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $28,139 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $142,008 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $922,828 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $780,820 |
| 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 | $906,450 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $780,820 |
| Interest on participant loans | 2021-12-31 | $17 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $85,153 |
| 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 | $15,473 |
| Employer contributions (assets) at end of year | 2021-12-31 | $15,473 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $132,300 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2021-12-31 | 410746749 |
| 2020 : MARTHA AND MARY 403(B) PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $483,711 |
| Total of all expenses incurred | 2020-12-31 | $64,598 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $64,598 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $371,507 |
| Value of total assets at end of year | 2020-12-31 | $780,820 |
| Value of total assets at beginning of year | 2020-12-31 | $361,707 |
| Total interest from all sources | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $142,476 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $229,031 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $419,113 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $780,820 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $361,707 |
| 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 | $780,820 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $361,707 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $112,204 |
| 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 | $0 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $64,598 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLENLLP |
| Accountancy firm EIN | 2020-12-31 | 410746749 |
| 2019 : MARTHA AND MARY 403(B) PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $361,707 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $345,435 |
| Value of total assets at end of year | 2019-12-31 | $361,707 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $25,832 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $319,603 |
| 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 | $361,707 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $361,707 |
| 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 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 | $361,707 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $16,272 |
| 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 |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| 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 |
| 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 |
