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Plan Name | MWI, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | MWI INC. |
Employer identification number (EIN): | 161374611 |
NAIC Classification: | 327900 |
Additional information about MWI INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2005-07-06 |
Company Identification Number: | 0800514702 |
Legal Registered Office Address: |
PO BOX 2225 UNION CITY United States of America (USA) 94587 |
More information about MWI INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-04-01 | ||||
001 | 2022-04-01 | ||||
001 | 2021-04-01 | ||||
001 | 2020-04-01 | ||||
001 | 2019-04-01 | HOLLY FORMAN | 2020-08-24 | ||
001 | 2018-04-01 | HOLLY FORMAN | 2019-09-17 | ||
001 | 2017-04-01 | HOLLY FORMAN | 2018-10-11 | ||
001 | 2016-04-01 | HOLLY FORMAN | 2017-11-09 | ||
001 | 2015-04-01 | JOSH STERN | 2016-10-28 | ||
001 | 2014-04-01 | JOSH STERN | 2015-10-21 | ||
001 | 2013-04-01 | JOSH STERN | 2014-10-20 | ||
001 | 2012-04-01 | JOSH STERN | 2013-10-21 | ||
001 | 2011-04-01 | JOSH STERN | 2012-11-12 | ||
001 | 2010-04-01 | JOSH STERN | 2011-10-03 |
Measure | Date | Value |
---|---|---|
2022: MWI, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-04-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 111 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 18 |
Total of all active and inactive participants | 2022-04-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 0 |
Total participants | 2022-04-01 | 129 |
Number of participants with account balances | 2022-04-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 0 |
2021: MWI, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-04-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 96 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 16 |
Total of all active and inactive participants | 2021-04-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 0 |
Total participants | 2021-04-01 | 112 |
Number of participants with account balances | 2021-04-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 3 |
2020: MWI, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-04-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 96 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 24 |
Total of all active and inactive participants | 2020-04-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 1 |
Total participants | 2020-04-01 | 121 |
Number of participants with account balances | 2020-04-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : MWI, INC. 401(K) PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-03-31 | $0 |
Total transfer of assets to this plan | 2023-03-31 | $0 |
Total transfer of assets from this plan | 2023-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total income from all sources (including contributions) | 2023-03-31 | $166,453 |
Total loss/gain on sale of assets | 2023-03-31 | $0 |
Total of all expenses incurred | 2023-03-31 | $605,930 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $574,428 |
Expenses. Certain deemed distributions of participant loans | 2023-03-31 | $128 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $626,138 |
Value of total assets at end of year | 2023-03-31 | $7,830,719 |
Value of total assets at beginning of year | 2023-03-31 | $8,270,196 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $31,374 |
Total interest from all sources | 2023-03-31 | $5,892 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $203,857 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $203,857 |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Contributions received from participants | 2023-03-31 | $357,938 |
Participant contributions at end of year | 2023-03-31 | $107,103 |
Participant contributions at beginning of year | 2023-03-31 | $143,577 |
Participant contributions at end of year | 2023-03-31 | $3,094 |
Administrative expenses (other) incurred | 2023-03-31 | $31,374 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Value of net income/loss | 2023-03-31 | $-439,477 |
Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $7,830,719 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $8,270,196 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $7,582,322 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $8,126,619 |
Interest on participant loans | 2023-03-31 | $5,892 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $-669,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Contributions received in cash from employer | 2023-03-31 | $268,200 |
Employer contributions (assets) at end of year | 2023-03-31 | $138,200 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $574,428 |
Did the plan have assets held for investment | 2023-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | DEJOY & CO. CPAS, LLP |
Accountancy firm EIN | 2023-03-31 | 161375790 |
2022 : MWI, INC. 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-03-31 | $0 |
Total transfer of assets to this plan | 2022-03-31 | $0 |
Total transfer of assets from this plan | 2022-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total income from all sources (including contributions) | 2022-03-31 | $950,314 |
Total loss/gain on sale of assets | 2022-03-31 | $0 |
Total of all expenses incurred | 2022-03-31 | $119,408 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $81,837 |
Expenses. Certain deemed distributions of participant loans | 2022-03-31 | $3,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $706,625 |
Value of total assets at end of year | 2022-03-31 | $8,270,196 |
Value of total assets at beginning of year | 2022-03-31 | $7,439,290 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $34,571 |
Total interest from all sources | 2022-03-31 | $5,749 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $258,213 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $258,213 |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Contributions received from participants | 2022-03-31 | $399,801 |
Participant contributions at end of year | 2022-03-31 | $143,577 |
Participant contributions at beginning of year | 2022-03-31 | $124,683 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-03-31 | $180,824 |
Administrative expenses (other) incurred | 2022-03-31 | $34,571 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $830,906 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $8,270,196 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $7,439,290 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $8,126,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $7,314,607 |
Interest on participant loans | 2022-03-31 | $5,749 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $-20,273 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Contributions received in cash from employer | 2022-03-31 | $126,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $81,837 |
Did the plan have assets held for investment | 2022-03-31 | 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 | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | DEJOY, KNAUF & BLOOD, LLP |
Accountancy firm EIN | 2022-03-31 | 161375790 |
2021 : MWI, INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $0 |
Total transfer of assets to this plan | 2021-03-31 | $0 |
Total transfer of assets from this plan | 2021-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total income from all sources (including contributions) | 2021-03-31 | $2,339,131 |
Total loss/gain on sale of assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $439,448 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $409,350 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $414,618 |
Value of total assets at end of year | 2021-03-31 | $7,439,290 |
Value of total assets at beginning of year | 2021-03-31 | $5,539,607 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $30,098 |
Total interest from all sources | 2021-03-31 | $6,705 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $126,420 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $126,420 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Contributions received from participants | 2021-03-31 | $288,618 |
Participant contributions at end of year | 2021-03-31 | $124,683 |
Participant contributions at beginning of year | 2021-03-31 | $135,357 |
Administrative expenses (other) incurred | 2021-03-31 | $30,098 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $1,899,683 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $7,439,290 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $5,539,607 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $7,314,607 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $5,404,250 |
Interest on participant loans | 2021-03-31 | $6,705 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $1,791,388 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Contributions received in cash from employer | 2021-03-31 | $126,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $409,350 |
Did the plan have assets held for investment | 2021-03-31 | 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 | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Disclaimer |
Accountancy firm name | 2021-03-31 | DEJOY, KNAUF & BLOOD, LLP |
Accountancy firm EIN | 2021-03-31 | 161375790 |
2022: MWI, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Submission has been amended | No |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Trust | Yes |
2022-04-01 | Plan benefit arrangement - Trust | Yes |
2021: MWI, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Submission has been amended | No |
2021-04-01 | This submission is the final filing | No |
2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Trust | Yes |
2021-04-01 | Plan benefit arrangement - Trust | Yes |
2020: MWI, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Submission has been amended | No |
2020-04-01 | This submission is the final filing | No |
2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-04-01 | Plan is a collectively bargained plan | No |
2020-04-01 | Plan funding arrangement – Trust | Yes |
2020-04-01 | Plan benefit arrangement - Trust | Yes |