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Plan Name | THE MCKISSACK GROUP, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE MCKISSACK GROUP, INC. D/B/A MCKISSACK & MCKISSACK |
Employer identification number (EIN): | 133615183 |
NAIC Classification: | 541310 |
NAIC Description: | Architectural Services |
Additional information about THE MCKISSACK GROUP, INC. D/B/A MCKISSACK & MCKISSACK
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1991-05-13 |
Company Identification Number: | 1547263 |
Legal Registered Office Address: |
498 SEVENTH AVENUE 17TH FLOOR - SOUTH NEW YORK United States of America (USA) 10018 |
More information about THE MCKISSACK GROUP, INC. D/B/A MCKISSACK & MCKISSACK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | TAMARA ARISTILDE | |||
001 | 2016-01-01 | TAMARA ARISTILDE | |||
001 | 2016-01-01 | TAMARA ARISTILDE | |||
001 | 2015-01-01 | TAMARA ARISTILDE | |||
001 | 2014-01-01 | DEBORAH POTTER | |||
001 | 2013-01-01 | DEBORAH POTTER | |||
001 | 2012-01-01 | LORI BONO | |||
001 | 2011-01-01 | CHERYL MCKISSACK DANIEL | |||
001 | 2010-01-01 | CHERYL MCKISSACK DANIEL | |||
001 | 2009-01-01 | CHERYL MCKISSACK DANIEL |
Measure | Date | Value |
---|---|---|
2022: THE MCKISSACK GROUP, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 22 |
Total of all active and inactive participants | 2022-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 150 |
Number of participants with account balances | 2022-01-01 | 119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
2021: THE MCKISSACK GROUP, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 37 |
Total of all active and inactive participants | 2021-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 152 |
Number of participants with account balances | 2021-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 6 |
2020: THE MCKISSACK GROUP, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 113 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 34 |
Total of all active and inactive participants | 2020-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 148 |
Number of participants with account balances | 2020-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
2019: THE MCKISSACK GROUP, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 30 |
Total of all active and inactive participants | 2019-01-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 136 |
Number of participants with account balances | 2019-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 7 |
2018: THE MCKISSACK GROUP, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 30 |
Total of all active and inactive participants | 2018-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 129 |
Number of participants with account balances | 2018-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 10 |
2017: THE MCKISSACK GROUP, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 38 |
Total of all active and inactive participants | 2017-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 127 |
Number of participants with account balances | 2017-01-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 13 |
2016: THE MCKISSACK GROUP, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 46 |
Total of all active and inactive participants | 2016-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 139 |
Number of participants with account balances | 2016-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 22 |
2015: THE MCKISSACK GROUP, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 120 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 49 |
Total of all active and inactive participants | 2015-01-01 | 169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 171 |
Number of participants with account balances | 2015-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 8 |
2014: THE MCKISSACK GROUP, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 186 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 129 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 27 |
Total of all active and inactive participants | 2014-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 157 |
Number of participants with account balances | 2014-01-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 10 |
2013: THE MCKISSACK GROUP, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 170 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 12 |
Total of all active and inactive participants | 2013-01-01 | 182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 182 |
Number of participants with account balances | 2013-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: THE MCKISSACK GROUP, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 16 |
Total of all active and inactive participants | 2012-01-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 135 |
Number of participants with account balances | 2012-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: THE MCKISSACK GROUP, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 13 |
Total of all active and inactive participants | 2011-01-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 119 |
Number of participants with account balances | 2011-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
2010: THE MCKISSACK GROUP, INC. 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 15 |
Total of all active and inactive participants | 2010-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 122 |
Number of participants with account balances | 2010-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: THE MCKISSACK GROUP, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 23 |
Total of all active and inactive participants | 2009-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 117 |
Number of participants with account balances | 2009-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 8 |
Measure | Date | Value |
---|---|---|
2022 : THE MCKISSACK GROUP, INC. 401(K) 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 | $-127,407 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $453,639 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $425,674 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,157,841 |
Value of total assets at end of year | 2022-12-31 | $6,916,805 |
Value of total assets at beginning of year | 2022-12-31 | $7,497,851 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $27,965 |
Total interest from all sources | 2022-12-31 | $7,266 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $73,232 |
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 | $73,232 |
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 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $893,063 |
Participant contributions at end of year | 2022-12-31 | $138,284 |
Participant contributions at beginning of year | 2022-12-31 | $147,097 |
Participant contributions at beginning of year | 2022-12-31 | $41,080 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $40,313 |
Other income not declared elsewhere | 2022-12-31 | $-18,417 |
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 | $-581,046 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,916,805 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,497,851 |
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 | $4,426,835 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,857,408 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $2,351,686 |
Interest on participant loans | 2022-12-31 | $7,266 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $430,138 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $430,138 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,346,283 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,046 |
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 | $224,465 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $22,128 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $425,674 |
Contract administrator fees | 2022-12-31 | $27,965 |
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 | 2022-12-31 | Yes |
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 | Disclaimer |
Accountancy firm name | 2022-12-31 | JTGOLDSTEIN |
Accountancy firm EIN | 2022-12-31 | 203811563 |
2021 : THE MCKISSACK GROUP, INC. 401(K) PLAN 2021 401k financial data | ||
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 | $1,811,764 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $664,266 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $656,659 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,073,007 |
Value of total assets at end of year | 2021-12-31 | $7,497,851 |
Value of total assets at beginning of year | 2021-12-31 | $6,350,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $7,607 |
Total interest from all sources | 2021-12-31 | $7,202 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $590,080 |
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 | $590,080 |
Administrative expenses professional fees incurred | 2021-12-31 | $7,607 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $829,869 |
Participant contributions at end of year | 2021-12-31 | $147,097 |
Participant contributions at beginning of year | 2021-12-31 | $71,946 |
Participant contributions at end of year | 2021-12-31 | $41,080 |
Participant contributions at beginning of year | 2021-12-31 | $31,239 |
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 | $1,147,498 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,497,851 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,350,353 |
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 | $6,857,408 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,779,305 |
Interest on participant loans | 2021-12-31 | $7,172 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $430,138 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $453,088 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $453,088 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $30 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $141,475 |
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 | $243,138 |
Employer contributions (assets) at end of year | 2021-12-31 | $22,128 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $14,775 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $656,659 |
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 | JT GOLDSTEIN, LLC |
Accountancy firm EIN | 2021-12-31 | 203811563 |
2020 : THE MCKISSACK GROUP, INC. 401(K) PLAN 2020 401k financial data | ||
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 | $1,572,295 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $557,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $552,308 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $850,987 |
Value of total assets at end of year | 2020-12-31 | $6,350,353 |
Value of total assets at beginning of year | 2020-12-31 | $5,335,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,056 |
Total interest from all sources | 2020-12-31 | $6,975 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $207,858 |
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 | $207,858 |
Administrative expenses professional fees incurred | 2020-12-31 | $5,056 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $727,259 |
Participant contributions at end of year | 2020-12-31 | $71,946 |
Participant contributions at beginning of year | 2020-12-31 | $102,840 |
Participant contributions at end of year | 2020-12-31 | $31,239 |
Participant contributions at beginning of year | 2020-12-31 | $21,766 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $12,098 |
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 | $1,014,931 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,350,353 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,335,422 |
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 | $5,779,305 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,807,312 |
Interest on participant loans | 2020-12-31 | $5,956 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $453,088 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $398,296 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $398,296 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,019 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $506,475 |
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 | $111,630 |
Employer contributions (assets) at end of year | 2020-12-31 | $14,775 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,208 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $552,308 |
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 | JT GOLDSTEIN, LLC |
Accountancy firm EIN | 2020-12-31 | 203811563 |
2019 : THE MCKISSACK GROUP, INC. 401(K) PLAN 2019 401k financial data | ||
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 | $1,724,912 |
Total income from all sources (including contributions) | 2019-12-31 | $1,724,912 |
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 | $494,655 |
Total of all expenses incurred | 2019-12-31 | $494,655 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $488,449 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $488,449 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $868,163 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $868,163 |
Value of total assets at end of year | 2019-12-31 | $5,335,422 |
Value of total assets at end of year | 2019-12-31 | $5,335,422 |
Value of total assets at beginning of year | 2019-12-31 | $4,105,165 |
Value of total assets at beginning of year | 2019-12-31 | $4,105,165 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,206 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,206 |
Total interest from all sources | 2019-12-31 | $13,074 |
Total interest from all sources | 2019-12-31 | $13,074 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $182,085 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $182,085 |
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 | $182,085 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $182,085 |
Administrative expenses professional fees incurred | 2019-12-31 | $6,206 |
Administrative expenses professional fees incurred | 2019-12-31 | $6,206 |
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 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | $718,199 |
Contributions received from participants | 2019-12-31 | $718,199 |
Participant contributions at end of year | 2019-12-31 | $102,840 |
Participant contributions at end of year | 2019-12-31 | $102,840 |
Participant contributions at beginning of year | 2019-12-31 | $96,548 |
Participant contributions at beginning of year | 2019-12-31 | $96,548 |
Participant contributions at end of year | 2019-12-31 | $21,766 |
Participant contributions at end of year | 2019-12-31 | $21,766 |
Participant contributions at beginning of year | 2019-12-31 | $18,141 |
Participant contributions at beginning of year | 2019-12-31 | $18,141 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $53,421 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $53,421 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $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 | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,230,257 |
Value of net income/loss | 2019-12-31 | $1,230,257 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,335,422 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,335,422 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,105,165 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,105,165 |
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 | $4,807,312 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,807,312 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,616,553 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,616,553 |
Interest on participant loans | 2019-12-31 | $6,626 |
Interest on participant loans | 2019-12-31 | $6,626 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $398,296 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $398,296 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $371,704 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $371,704 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $371,704 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $371,704 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $6,448 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $6,448 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $661,590 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $661,590 |
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 | $96,543 |
Contributions received in cash from employer | 2019-12-31 | $96,543 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,208 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,219 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,219 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $488,449 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $488,449 |
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 | JT GOLDSTEIN, LLC |
Accountancy firm EIN | 2019-12-31 | 203811563 |
Accountancy firm EIN | 2019-12-31 | 203811563 |
2018 : THE MCKISSACK GROUP, INC. 401(K) 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 | $327,681 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $640,433 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $631,784 |
Value of total corrective distributions | 2018-12-31 | $3,009 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $628,778 |
Value of total assets at end of year | 2018-12-31 | $4,105,165 |
Value of total assets at beginning of year | 2018-12-31 | $4,417,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,640 |
Total interest from all sources | 2018-12-31 | $12,982 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $207,341 |
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 | $207,341 |
Administrative expenses professional fees incurred | 2018-12-31 | $5,640 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
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 | $560,638 |
Participant contributions at end of year | 2018-12-31 | $96,548 |
Participant contributions at beginning of year | 2018-12-31 | $142,179 |
Participant contributions at end of year | 2018-12-31 | $18,141 |
Participant contributions at beginning of year | 2018-12-31 | $21,970 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $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 | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-312,752 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,105,165 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,417,917 |
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 | $3,616,553 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,631,875 |
Interest on participant loans | 2018-12-31 | $6,964 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $371,704 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $619,644 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $619,644 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $6,018 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-521,420 |
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 | Yes |
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 | $68,140 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,219 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,935 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $631,784 |
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 | JT GOLDSTEIN, LLC |
Accountancy firm EIN | 2018-12-31 | 203811563 |
2017 : THE MCKISSACK GROUP, INC. 401(K) PLAN 2017 401k financial data | ||
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 | $1,034,193 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $665,959 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $652,036 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $560,824 |
Value of total assets at end of year | 2017-12-31 | $4,417,917 |
Value of total assets at beginning of year | 2017-12-31 | $4,049,683 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $13,923 |
Total interest from all sources | 2017-12-31 | $19,320 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $122,255 |
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 | $122,255 |
Administrative expenses professional fees incurred | 2017-12-31 | $13,923 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $250,000 |
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 | $509,482 |
Participant contributions at end of year | 2017-12-31 | $142,179 |
Participant contributions at beginning of year | 2017-12-31 | $67,337 |
Participant contributions at end of year | 2017-12-31 | $21,970 |
Participant contributions at beginning of year | 2017-12-31 | $13,338 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $314 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $117 |
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 | $368,234 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,417,917 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,049,683 |
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 | $3,631,875 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,271,644 |
Interest on participant loans | 2017-12-31 | $7,248 |
Interest earned on other investments | 2017-12-31 | $10,157 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $619,644 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $689,379 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $689,379 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,915 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $331,794 |
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 | Yes |
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 | $51,342 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,935 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $7,868 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $652,036 |
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 | JT GOLDSTEIN, LLC |
Accountancy firm EIN | 2017-12-31 | 203811563 |
2016 : THE MCKISSACK GROUP, INC. 401(K) 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 | $877,472 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,275,417 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,263,325 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $573,343 |
Value of total assets at end of year | 2016-12-31 | $4,049,683 |
Value of total assets at beginning of year | 2016-12-31 | $4,447,628 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $12,092 |
Total interest from all sources | 2016-12-31 | $3,995 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $12,092 |
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 | $511,757 |
Participant contributions at end of year | 2016-12-31 | $67,337 |
Participant contributions at beginning of year | 2016-12-31 | $117,129 |
Participant contributions at end of year | 2016-12-31 | $13,338 |
Participant contributions at beginning of year | 2016-12-31 | $38,888 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,305 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $117 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $435 |
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 | $-397,945 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,049,683 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,447,628 |
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 | $3,271,644 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,585,105 |
Interest on participant loans | 2016-12-31 | $3,928 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $689,379 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $699,547 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $699,547 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $67 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $300,134 |
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 | Yes |
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 | $60,281 |
Employer contributions (assets) at end of year | 2016-12-31 | $7,868 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $6,524 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,263,325 |
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 | JT GOLDSTEIN, LLC |
Accountancy firm EIN | 2016-12-31 | 203811563 |
2015 : THE MCKISSACK GROUP, INC. 401(K) 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 | $750,740 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $446,412 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $439,077 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $856,906 |
Value of total assets at end of year | 2015-12-31 | $4,447,628 |
Value of total assets at beginning of year | 2015-12-31 | $4,143,300 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,335 |
Total interest from all sources | 2015-12-31 | $6,374 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
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 | $764,999 |
Participant contributions at end of year | 2015-12-31 | $117,129 |
Participant contributions at beginning of year | 2015-12-31 | $157,201 |
Participant contributions at end of year | 2015-12-31 | $38,888 |
Participant contributions at beginning of year | 2015-12-31 | $65,550 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $10,381 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $435 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $2,491 |
Administrative expenses (other) incurred | 2015-12-31 | $50 |
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 | $304,328 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,447,628 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,143,300 |
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 | $3,585,105 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,306,947 |
Interest on participant loans | 2015-12-31 | $6,310 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $699,547 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $611,111 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $611,111 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $64 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-112,540 |
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 | Yes |
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 | $81,526 |
Employer contributions (assets) at end of year | 2015-12-31 | $6,524 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $439,077 |
Contract administrator fees | 2015-12-31 | $7,285 |
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 | ANTHONY KUBICEK, CPA |
Accountancy firm EIN | 2015-12-31 | 232724740 |
2014 : THE MCKISSACK GROUP, INC. 401(K) 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 | $19,650 |
Total income from all sources (including contributions) | 2014-12-31 | $1,101,521 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $349,736 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $344,391 |
Value of total corrective distributions | 2014-12-31 | $1,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $927,074 |
Value of total assets at end of year | 2014-12-31 | $4,143,300 |
Value of total assets at beginning of year | 2014-12-31 | $3,411,165 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,756 |
Total interest from all sources | 2014-12-31 | $8,549 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $3,756 |
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 | $698,128 |
Participant contributions at end of year | 2014-12-31 | $157,201 |
Participant contributions at beginning of year | 2014-12-31 | $167,378 |
Participant contributions at end of year | 2014-12-31 | $65,550 |
Participant contributions at beginning of year | 2014-12-31 | $53,095 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $133,168 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $2,491 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $5,672 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $19,650 |
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 | $751,785 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,143,300 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,391,515 |
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 | $3,306,947 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,582,181 |
Interest on participant loans | 2014-12-31 | $8,482 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $611,111 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $589,798 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $589,798 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $67 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $165,898 |
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 | Yes |
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 | $95,778 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $13,041 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $344,391 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
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 | ANTHONY KUBICEK, CPA |
Accountancy firm EIN | 2014-12-31 | 232724740 |
2013 : THE MCKISSACK GROUP, INC. 401(K) 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 | $19,650 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $240,233 |
Total income from all sources (including contributions) | 2013-12-31 | $1,189,243 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $491,239 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $452,828 |
Value of total corrective distributions | 2013-12-31 | $26,906 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $776,574 |
Value of total assets at end of year | 2013-12-31 | $3,411,165 |
Value of total assets at beginning of year | 2013-12-31 | $2,933,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $11,505 |
Total interest from all sources | 2013-12-31 | $8,329 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $11,505 |
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 | $652,213 |
Participant contributions at end of year | 2013-12-31 | $167,378 |
Participant contributions at beginning of year | 2013-12-31 | $204,194 |
Participant contributions at end of year | 2013-12-31 | $53,095 |
Participant contributions at beginning of year | 2013-12-31 | $21,273 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $5,461 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $5,672 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $4,376 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $19,650 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $28,012 |
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 | $698,004 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,391,515 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,693,511 |
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 | $2,582,181 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,148,510 |
Interest on participant loans | 2013-12-31 | $7,950 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $589,798 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $552,727 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $552,727 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $379 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $404,340 |
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 | $118,900 |
Employer contributions (assets) at end of year | 2013-12-31 | $13,041 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,664 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $452,828 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $212,221 |
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 | ANTHONY KUBICEK, CPA |
Accountancy firm EIN | 2013-12-31 | 232724740 |
2012 : THE MCKISSACK GROUP, INC. 401(K) 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 | $240,233 |
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 | $1,209,538 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $435,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $426,427 |
Value of total corrective distributions | 2012-12-31 | $6,134 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $962,009 |
Value of total assets at end of year | 2012-12-31 | $2,933,744 |
Value of total assets at beginning of year | 2012-12-31 | $1,918,979 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,445 |
Total interest from all sources | 2012-12-31 | $5,918 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $65,835 |
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 | $65,835 |
Administrative expenses professional fees incurred | 2012-12-31 | $2,445 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $515,507 |
Participant contributions at end of year | 2012-12-31 | $204,194 |
Participant contributions at beginning of year | 2012-12-31 | $90,979 |
Participant contributions at end of year | 2012-12-31 | $21,273 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $382,313 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $4,376 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,143 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $28,012 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $774,532 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,693,511 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,918,979 |
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 | $2,148,510 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,550,354 |
Interest on participant loans | 2012-12-31 | $5,748 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $552,727 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $275,503 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $275,503 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $170 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $175,776 |
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 | $64,189 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,664 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $426,427 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $212,221 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
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 | GRASSI & CO., CPAS, P.C. |
Accountancy firm EIN | 2012-12-31 | 113266576 |
2011 : THE MCKISSACK GROUP, INC. 401(K) 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 | $480,062 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $331,613 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $329,748 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $579,873 |
Value of total assets at end of year | 2011-12-31 | $1,918,979 |
Value of total assets at beginning of year | 2011-12-31 | $1,770,530 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,865 |
Total interest from all sources | 2011-12-31 | $3,305 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $180,000 |
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 | $499,462 |
Participant contributions at end of year | 2011-12-31 | $90,979 |
Participant contributions at beginning of year | 2011-12-31 | $80,010 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $12,363 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $46,053 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,143 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $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 | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $148,449 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,918,979 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,770,530 |
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 | $1,550,354 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,541,052 |
Interest on participant loans | 2011-12-31 | $3,248 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $275,503 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $135,318 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $135,318 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $57 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-103,116 |
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 | $34,358 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,647 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $329,748 |
Contract administrator fees | 2011-12-31 | $1,865 |
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 | ANTHONY KUBICEK |
Accountancy firm EIN | 2011-12-31 | 232724740 |
2010 : THE MCKISSACK GROUP, INC. 401(K) 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 | $595,281 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $113,794 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $111,919 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $410,079 |
Value of total assets at end of year | 2010-12-31 | $1,770,530 |
Value of total assets at beginning of year | 2010-12-31 | $1,289,043 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,875 |
Total interest from all sources | 2010-12-31 | $2,927 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $130,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $354,799 |
Participant contributions at end of year | 2010-12-31 | $80,010 |
Participant contributions at beginning of year | 2010-12-31 | $38,726 |
Participant contributions at end of year | 2010-12-31 | $12,363 |
Participant contributions at beginning of year | 2010-12-31 | $21,092 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $17,591 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $140 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $204 |
Administrative expenses (other) incurred | 2010-12-31 | $40 |
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 | $481,487 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,770,530 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,289,043 |
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 | $1,541,052 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,096,416 |
Interest on participant loans | 2010-12-31 | $2,900 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $135,318 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $129,339 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $129,339 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $27 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $182,275 |
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 | $37,689 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,647 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $3,266 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $111,919 |
Contract administrator fees | 2010-12-31 | $1,835 |
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 | ANTHONY KUBICEK |
Accountancy firm EIN | 2010-12-31 | 232724740 |
2022: THE MCKISSACK GROUP, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE MCKISSACK GROUP, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE MCKISSACK GROUP, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE MCKISSACK GROUP, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE MCKISSACK GROUP, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE MCKISSACK GROUP, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE MCKISSACK GROUP, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE MCKISSACK GROUP, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE MCKISSACK GROUP, INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE MCKISSACK GROUP, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE MCKISSACK GROUP, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE MCKISSACK GROUP, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THE MCKISSACK GROUP, INC. 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE MCKISSACK GROUP, INC. 401(K) 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 |
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |||||||||||||||||
Policy contract number | 473278 | ||||||||||||||||
Policy instance | 1 | ||||||||||||||||
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