MURRAY & MACDONALD INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-17 | 48821 |
| Net assets as of the end of the plan year | 2025-07-17 | 4045493 |
| Total assets as of the beginning of the plan year | 2025-07-17 | 3638769 |
| Value of plan covered by a fidelity bond | 2025-07-17 | 375000 |
| Participant contributions to plan in this plan year | 2025-07-17 | 166560 |
| Value of participant loans at end of plan year | 2025-07-17 | 11153 |
| Other income to plan in this plan year | 2025-07-17 | 238830 |
| Plan net income in this plan year | 2025-07-17 | 406724 |
| Net assets as of the end of the plan year | 2025-07-17 | 4045493 |
| Net assets as of the beginning of the plan year | 2025-07-17 | 3638769 |
| Employer contributions to plan in this plan year | 2025-07-17 | 50155 |
| Fees paid to broker by Benefit Provider | 2025-07-17 | 2325 |
| 2024 : MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-09 | 119398 |
| Net assets as of the end of the plan year | 2024-07-09 | 3638769 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 3251843 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 375000 |
| Participant contributions to plan in this plan year | 2024-07-09 | 173095 |
| Value of participant loans at end of plan year | 2024-07-09 | 23553 |
| Other income to plan in this plan year | 2024-07-09 | 280582 |
| Plan net income in this plan year | 2024-07-09 | 386926 |
| Net assets as of the end of the plan year | 2024-07-09 | 3638769 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 3251843 |
| Employer contributions to plan in this plan year | 2024-07-09 | 52647 |
| Fees paid to broker by Benefit Provider | 2024-07-09 | 2284 |
| 2022 : MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-18 | 544132 |
| Net assets as of the end of the plan year | 2022-07-18 | 3413977 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 3501535 |
| Value of plan covered by a fidelity bond | 2022-07-18 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-18 | 136245 |
| Value of participant loans at end of plan year | 2022-07-18 | 27367 |
| Other income to plan in this plan year | 2022-07-18 | 280208 |
| Plan net income in this plan year | 2022-07-18 | -87558 |
| Net assets as of the end of the plan year | 2022-07-18 | 3413977 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 3501535 |
| Employer contributions to plan in this plan year | 2022-07-18 | 40121 |
| Fees paid to broker by Benefit Provider | 2022-07-18 | 2551 |
| 2010 : MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $309,522 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $313,956 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $253,438 |
| Total plan assets at end of year | 2010-12-31 | $1,404,820 |
| Total plan assets at beginning of year | 2010-12-31 | $1,409,254 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $94,715 |
| Other income received | 2010-12-31 | $144,330 |
| Net income (gross income less expenses) | 2010-12-31 | $-4,434 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,404,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,409,254 |
| Assets. Value of participant loans | 2010-12-31 | $6,244 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $70,477 |
| Value of corrective distributions | 2010-12-31 | $60,509 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $9 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING 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 |
| 2009: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| 2005: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement - Trust | Yes |
| 2004: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Trust | Yes |
| 2004-01-01 | Plan benefit arrangement - Trust | Yes |
| 2003: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2003 form 5500 responses |
|---|
| 2003-10-01 | Type of plan entity | Single employer plan |
| 2003-10-01 | Submission has been amended | No |
| 2003-10-01 | This submission is the final filing | No |
| 2003-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2003-10-01 | Plan is a collectively bargained plan | No |
| 2003-10-01 | Plan funding arrangement – Trust | Yes |
| 2003-10-01 | Plan benefit arrangement - Trust | Yes |
| 2002: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2002 form 5500 responses |
|---|
| 2002-10-01 | Type of plan entity | Single employer plan |
| 2002-10-01 | Submission has been amended | Yes |
| 2002-10-01 | This submission is the final filing | No |
| 2002-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-10-01 | Plan is a collectively bargained plan | No |
| 2002-10-01 | Plan funding arrangement – Trust | Yes |
| 2002-10-01 | Plan benefit arrangement - Trust | Yes |
| 2000: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2000 form 5500 responses |
|---|
| 2000-10-01 | Type of plan entity | Single employer plan |
| 2000-10-01 | Submission has been amended | No |
| 2000-10-01 | This submission is the final filing | No |
| 2000-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2000-10-01 | Plan is a collectively bargained plan | No |
| 2000-10-01 | Plan funding arrangement – Trust | Yes |
| 2000-10-01 | Plan benefit arrangement - Trust | Yes |
